Investment resources in Buffalo, NY
75 results found
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Hightower Advisors LLC/Hightower Buffalo
● ClosedHightower Buffalo is a boutique wealth management practice located at 747 Hopkins Road in Buffalo, New York, United States. Our team of professionals is dedicated to helping successful families and individuals achieve their financial goals with honesty, transparency, and integrity. With over 100 years of combined experience, we provide personalized financial planning strategies and investment solutions tailored to your interests and long-term objectives. As fiduciaries, we prioritize your best interests and strive to offer you a comprehensive view of your wealth through access to top-tier industry resources, research, and vendors. Our client-focused approach ensures that you receive excellent service, individualized attention, and trustworthy advice. Whether you are an individual, family, professional athlete, entertainer, corporation, or business owner, we are here to support your financial well-being and build a foundation of trust with you.
747 Hopkins Rd, Buffalo, NY 14221, United States -
C & M Capital Resources Inc
● OpenC & M Capital Resources Inc is a finance institution located at 3625 Seneca Street in Buffalo, New York. We specialize in providing capital resources and financial solutions to individuals and businesses in need of funding. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest, grow your business, or manage your finances, C & M Capital Resources Inc is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you succeed.
3625 Seneca St, Buffalo, NY 14224, United States -
Serota Real Estate LLC - Real Estate Agents in Amherst, NY
● ClosedSerota Real Estate LLC is a reputable real estate agency located in Amherst, NY. Our team of experienced real estate agents is dedicated to helping clients buy, sell, and rent properties in the Buffalo, New York area. As a general contractor, we also offer renovation and construction services to ensure that your property meets your specific needs and preferences. Whether you are looking to invest in a new home or commercial space, Serota Real Estate LLC has the expertise and resources to guide you through the process. Visit us at 220 John Glenn Drive to learn more about our services and how we can help you achieve your real estate goals.
220 John Glenn Dr Suite 1, Buffalo, NY 14228, United States -
South Side Bank of Buffalo
● OpenWelcome to South Side Bank of Buffalo, your trusted local banking partner conveniently located at 2221 Seneca Street, Buffalo, New York 14210. We are committed to providing exceptional financial services tailored to meet the needs of our community. Whether you're opening your first account, planning for the future, or managing your business finances, our dedicated team of professionals is here to assist you every step of the way. At South Side Bank of Buffalo, we offer a wide range of banking solutions including personal and business accounts, loans, mortgages, and investment services. Our friendly and knowledgeable staff are always ready to provide personalized advice and support, ensuring you have the tools and resources needed to achieve your financial goals.
2221 Seneca Street, Buffalo, New York 14210, United States -
Met Life Resources
● OpenWelcome to Met Life Resources, your trusted partner in financial planning and investment management, conveniently located at 6265 Sheridan Drive, Buffalo, New York. At Met Life Resources, we are dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. Our team of experienced professionals offers a wide range of services, including retirement planning, wealth management, insurance solutions, and investment strategies tailored to meet your unique needs. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Whether you are planning for retirement, securing your family's future, or growing your investments, Met Life Resources is here to guide you every step of the way. Visit us today to discover how we can help you create a secure and prosperous financial future.
6265 Sheridan Drive, Buffalo, New York 14221, United States -
Matt Quagliano - Realtor in Buffalo, New York, 14214
● ClosedWelcome to Matt Quagliano - Realtor in Buffalo, New York, your trusted real estate agency located at 140 Humboldt Parkway in the heart of Buffalo, NY 14214. With a deep understanding of the local market and a commitment to providing exceptional service, Matt Quagliano and his team are dedicated to helping you find your dream home or sell your property at the best possible value. Whether you're a first-time homebuyer, looking to upgrade, or interested in investment opportunities, we offer personalized guidance tailored to your unique needs. Our extensive knowledge of Buffalo's diverse neighborhoods allows us to pinpoint the perfect match for your lifestyle and budget.
140 Humboldt Parkway, Buffalo, New York 14214, United States -
M&T Insurance Agency Inc.
● ClosedM&T Insurance Agency Inc. is a trusted insurance agency located at 285 Delaware Avenue, Buffalo, New York, United States. With a history dating back to 1927, we offer tailored and comprehensive insurance solutions for all your business needs. Our team of experts develops effective risk management strategies to protect your people and reduce your total cost of risk. We take a strategic approach to organizational wellbeing, investing in your people's health, financial wellbeing, and career growth to align with your goals. As part of The Gallagher Way, we provide a world of solutions to help you face any risk, anywhere in the world. Our global leadership in insurance, risk management, and consulting services ensures that we can help clients navigate challenges and find effective solutions. With over 52,000 employees worldwide, we bring a wealth of experience and expertise to every client interaction.
285 Delaware Ave, Buffalo, NY 14202, United States -
Capital Formation Institute, Inc.
● OpenCapital Formation Institute, Inc. is a leading educational institution located at 1576 Sweet Home Road in Buffalo, New York. Our institute is dedicated to providing high-quality training and resources for individuals and businesses looking to enhance their understanding of capital formation and investment strategies. With a team of experienced professionals and a comprehensive curriculum, we offer a range of courses and workshops to help our students succeed in the world of finance. Whether you are a beginner looking to learn the basics or a seasoned investor seeking advanced knowledge, Capital Formation Institute, Inc. is here to support your educational journey.
1576 Sweet Home Rd, Buffalo, NY 14228, United States -
National Wealth Management
● OpenNational Wealth Management is a leading finance and insurance agency located at 747 Hopkins Road in Buffalo, New York. Our institution is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals, we offer a wide range of services including investment management, retirement planning, estate planning, and insurance coverage. At National Wealth Management, we prioritize building long-term relationships with our clients and providing them with the tools and resources they need to secure their financial future.
747 Hopkins Rd, Buffalo, NY 14221, United States -
Gloria J. Parks Community Center
● ClosedThe Gloria J. Parks Community Center, located at 3242 Main Street in Buffalo, New York, is a hub of activity and support for the University District community. Operated by the University District Community Development Association (UDCDA), the center offers a wide range of programs for both youth and seniors. From educational opportunities to recreational activities, the center provides a welcoming space for residents to come together and engage with one another. In addition to its programs, the UDCDA also works on community and housing development projects throughout Buffalo's Northeast. By collaborating with residents, block clubs, nonprofits, educational institutions, and local government, the UDCDA is dedicated to investing resources in the people and places that are vital to the community. With its main offices located at 995 Kensington Avenue, the UDCDA is committed to making a positive impact on the University District and beyond.
3242 Main St, Buffalo, NY 14214, United States -
Merrill Lynch Financial Advisor Sally D Abell
● ClosedMerrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Daryl S Planter
● ClosedMerrill Lynch Financial Advisor Daryl S Planter, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to building strong relationships with clients and helping them make important financial decisions. With over 20 years of experience in the financial services industry, Daryl specializes in managing individual wealth through various market cycles and tailoring investment strategies to meet each client's unique needs. As a Senior Financial Advisor, Daryl focuses on retirement planning and works closely with clients to understand their goals and priorities. Daryl and his team at Merrill Lynch Wealth Management offer personalized financial planning services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial goals. By taking the time to understand each client's investment personality and preferences, Daryl creates customized strategies to help them pursue what matters most to them. With access to the resources of Merrill and Bank of America, Daryl helps clients manage, grow, and preserve their wealth for the future.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Vision Financial Group
● ClosedVision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.
6500 Sheridan Dr #300, Buffalo, NY 14221, United States -
The InVentures Group
● OpenThe InVentures Group is a leading innovation and entrepreneurship institution located at 19 Elm Street in Buffalo, New York, United States. Our mission is to empower individuals to turn their ideas into successful ventures through mentorship, networking, and resources. We offer a wide range of programs and services to support aspiring entrepreneurs at every stage of their journey, from concept development to market launch. Join us at The InVentures Group and let us help you bring your innovative ideas to life.
19 Elm St, Buffalo, NY 14203, United States -
Merrill Lynch Financial Advisor Martin A Zaklikowski
● ClosedMerrill Lynch Financial Advisor Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.
580 Main St Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Devin S. Joslyn
● ClosedMerrill Lynch Financial Advisor Devin S. Joslyn, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The institution, part of DBSR & Associates, offers access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at DBSR & Associates works together to put you, the client, at the center of the financial planning process, helping you identify and prioritize your personal goals. With a personalized financial strategy aligned with your aspirations, the team aims to help you manage, grow, and preserve your wealth for the future. The institution values open communication and encourages you to ask questions about your financial goals and priorities. By utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach that aligns with your values. The team is committed to helping you make informed investment decisions that can lead to achieving your meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education.
50 Fountain Plz #1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor James S Cappiello
● ClosedMerrill Lynch Financial Advisor James S Cappiello is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on helping clients prioritize their goals and aspirations, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Through conversations and assessments, the advisors at Merrill Lynch work with clients to develop personalized financial approaches tailored to their unique needs and priorities. With access to investment insights and banking solutions, the institution aims to help clients manage, grow, and preserve their wealth for the future. The advisors at Merrill Lynch are committed to understanding each client's individual goals and working together to create a plan that helps them achieve financial success. By staying informed about changes in clients' lives and financial markets, the institution aims to help clients stay on track to reach their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor James S Cappiello is dedicated to helping clients live their best financial lives.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor William G. Kuch
● ClosedMerrill Lynch Financial Advisor William G. Kuch is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding the things you care about most - family, goals, and priorities - and how they may change over time. The institution offers a personalized approach to help clients pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial strategies to meet individual needs and preferences. The advisors at Merrill Lynch work with clients to create and implement personalized plans to help manage, grow, and preserve wealth while addressing investment risk. They stay engaged with clients, regularly reviewing goals and progress to ensure they remain on track. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial solutions to help clients achieve their goals. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives. By working with a dedicated Merrill advisor, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor J. Austin Houlding
● ClosedMerrill Lynch Financial Advisor J. Austin Houlding, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized financial advice and guidance. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial planning, helping you prioritize and achieve your personal goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. Recognized for their exemplary client service, the team has been featured in various financial industry publications, including Forbes and Barron's. They offer a goals-based wealth management approach that puts you at the center of the process, ensuring that your unique priorities and needs are addressed. By utilizing the Investment Personality Assessment, they tailor their financial approach to align with your goals and preferences, helping you make informed decisions at every stage of life.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Anthony Miranda
● ClosedMerrill Lynch Financial Advisor Anthony Miranda, located at 50 Fountain Plaza in Buffalo, New York, offers personalized financial services tailored to your unique needs and goals. With a team of experienced professionals, including Senior Vice President Tony Miranda, who holds multiple industry certifications, Merrill Lynch provides comprehensive wealth management, retirement planning, and investment services. Their disciplined planning process and access to global resources ensure that your financial goals are met, whether it's saving for retirement, funding education, or transferring wealth to the next generation. By getting to know you personally and understanding your priorities, Merrill Lynch can help you navigate the complexities of the financial markets and achieve your long-term objectives. Visit Merrill Lynch Financial Advisor Anthony Miranda to start building a customized investment approach that reflects your individual needs and aspirations.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Matthew E. Ryan
● ClosedMerrill Lynch Financial Advisor Matthew E. Ryan is located at 50 Fountain Plaza, Buffalo, New York, United States. Specializing in finance, DBSR & Associates believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their goal is to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The team at DBSR & Associates works together to offer a personalized strategy that prioritizes your goals and puts you at the center of the planning process. They can assist with a variety of financial needs, such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the long term.
50 Fountain Plz #1100, Buffalo, NY 14202, United States -
The Mohney Kneeland Malaney Team - Morgan Stanley
● OpenThe Mohney Kneeland Malaney Team at Morgan Stanley is a leading financial institution located at 50 Fountain Plaza in Buffalo, New York, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Mohney Kneeland Malaney Team is here to help you every step of the way.
50 Fountain Plz Suite 400, Buffalo, NY 14202, United States -
Bank of America Private Client Advisor Breauna O Crumpler
● OpenBank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.
10 Fountain Plz, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Chris A. Sebastian
● ClosedMerrill Lynch Financial Advisor Chris A. Sebastian, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized wealth management services. The Sebastian, Awner, Houlding, Spagnolo Group believes in building strong client relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Recognized for their exemplary client service, the team has been featured in various financial industry publications such as Forbes and Barron's. With a goals-based wealth management approach, the team focuses on putting clients at the center of the wealth management process, helping them identify and prioritize personal goals. Through the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences to develop a customized financial approach aligned with their goals. With access to the resources of Merrill and Bank of America, the team can assist clients in navigating life's changes and complexities, helping them stay on track to achieve their financial goals. Whether you're planning for retirement, funding education, or preserving wealth, the team at Merrill Lynch Financial Advisor Chris A. Sebastian is dedicated to providing the guidance and diligence needed at every step of the financial planning process.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Daniel Jonas Meyer
● Closedneeds, and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch Financial Advisor Daniel Jonas Meyer, located at 50 Fountain Plaza, Buffalo, New York, offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. With experience in helping clients manage concentrated stock positions, retirement planning, inheritance, and business transitions, Daniel Meyer can provide access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. By working closely with clients to understand their goals and priorities, Daniel Meyer aims to create a personalized financial plan designed to help them pursue their financial objectives while managing investment risk. Through ongoing communication and collaboration, clients can expect to receive guidance and support to help them stay on track to achieve their goals. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can benefit from a tailored approach to address their financial needs and aspirations. Contact Merrill Lynch Financial Advisor Daniel Jonas Meyer to start building a customized investment approach that aligns with your life priorities and helps you navigate the complexities of the financial markets.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Waters Basement Services, Inc.
● ClosedWaters Basement Services, Inc. is a trusted basement waterproofing company located at 10481 Mill Road in Medina, New York. With over 30 years of experience in the Rochester and Buffalo areas, we specialize in providing solutions to eliminate damp, musty, and wet basements and crawl spaces. Our goal is to educate homeowners on the causes of wet basement problems and provide cost-effective solutions backed by excellent service. A dry basement can increase usable square footage, protect your investment, and allow you to utilize the space for storage or finishing into a comfortable living area. Our team at Waters Basement Services is dedicated to helping you achieve a dry and functional basement that adds value to your home.
10481 Mill Rd, Medina, NY 14103, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 2141 Elmwood Avenue in Buffalo, New York, United States. With a reputation for providing expert tax preparation services, financial planning, and investment advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial management, ensuring they achieve their financial goals. Whether you're looking for assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing personalized and comprehensive solutions to meet your needs.
2141 Elmwood Ave, Buffalo, NY 14207, United States -
Coldwell Banker Integrity Real Estate
● OpenColdwell Banker Integrity Real Estate is a reputable institution located at 385 Porter Avenue in Buffalo, New York. Specializing in real estate services, they provide expert guidance and support to clients looking to buy or sell properties in the area. With a strong commitment to integrity and professionalism, Coldwell Banker Integrity Real Estate is dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or an experienced investor, their team of experienced agents is ready to assist you every step of the way. Trust Coldwell Banker Integrity Real Estate for all your real estate needs in Buffalo, New York.
385 Porter Ave #1, Buffalo, NY 14201, United States -
Monarch 716
● ClosedMonarch 716 is a prestigious real estate agency located at 100 Forest Avenue in Buffalo, New York. We specialize in buying, selling, and renting luxury properties in the United States. Our team of experienced agents are dedicated to providing top-notch service and helping clients find their dream home or investment property. Whether you are looking for a spacious family home, a chic downtown apartment, or a profitable commercial space, Monarch 716 has the expertise and resources to assist you every step of the way. Contact us today to start your real estate journey with Monarch 716.
100 Forest Ave, Buffalo, NY 14213, United States
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