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TOP 30 Investment strategy in Hamburg, NY
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Level Financial Advisors, Inc.
Located in Hamburg, New York, Level Financial Advisors, Inc. is a finance institution dedicated to helping you make your retirement savings last. With a rational, evidence-based investment strategy focused on globally diversified portfolios, we aim to grow your savings and protect you from inflation. Our team of CERTIFIED FINANCIAL PLANNER™ professionals are fiduciaries, meaning we always act in your best interests, not for our own gain. We offer tax optimization strategies to help stretch your retirement nest egg, ensuring your money lasts longer. Whether you need help creating a big picture plan or managing complex assets, we have service levels designed to meet your needs. At Level, honesty, integrity, flexibility, and transparency are the pillars of our existence. Join us in our mission to humanize financial planning and help you pass on your assets efficiently to your loved ones. Contact us today to see how we can help you secure your financial future.
Edward Jones - Financial Advisor: Jim Coupe, CEPA®
Edward Jones - Financial Advisor: Jim Coupe, CEPA® is a reputable finance institution located at 3040 Amsdell Road in Hamburg, New York, United States. Specializing in providing personalized financial planning and investment services, Jim Coupe, a Certified Exit Planning Advisor, offers expert guidance and strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jim Coupe, CEPA® is dedicated to helping individuals and families secure their financial future.
716 Tax Prep, LLC
716 Tax Prep, LLC is a finance institution located at 4390 Quinby Drive, Hamburg, New York, United States. They specialize in tax preparation services and offer assistance in claiming dependents, including qualifying children/relatives or individuals who live with you and rely on your support. They also provide guidance on claiming parents who do not live with you but are financially dependent on you. The institution helps clients understand the impact of claiming dependents on their tax returns, as well as the potential credits and deductions they may be eligible for, such as the child tax credit, education credits, and earned income credit. They also offer services for viewing and printing 1099-G Unemployment Statements for tax preparation purposes.
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