TOP 30 Investors in Batavia, New York

8 results found

PG Capital Management Group is a premier finance institution located at 216 East Main Street in Batavia, New York, United States. As a leading provider of financial services, PG Capital Management Group offers expert investment advice and portfolio management to help clients achieve their financial goals. With a team of experienced professionals, PG Capital Management Group prides itself on delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, PG Capital Management Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Sean Walker - Ameriprise Financial Services, LLC is a finance institution located at 161 Worcester Rd, Batavia, New York, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can schedule a complimentary initial consultation to discuss their financial objectives, whether it's retirement planning, education savings, or a major purchase like a second home. The institution helps clients track their progress, adjust their approach as life changes, and access their investments securely from any device. Additionally, they provide resources for proper document disposal to protect personal information and prevent identity theft. Angel Palacios, a registered advisor, is available to conduct securities business with residents in specific states. Users of the website are bound by Ameriprise Financial's rules and regulations, and the institution is a member of FINRA and SIPC. Clients can refer friends and family members to the institution for financial guidance, and privacy and security are top priorities for Ameriprise Financial Services, LLC.

Postresch Tallon Group is a finance institution located at 8331 Lewiston Road in Batavia, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Postresch Tallon Group to guide you towards financial success and stability.

Merrill Lynch Financial Advisor Steven P. Tufts is a finance institution located at 21 Masse Place, Batavia, New York, United States. The institution, part of the Riter, Grammatico, Reich, White, Tufts & Associates team, is dedicated to providing clients with a robust overall client experience and goals-based planning and investment services. With over 140 years of combined experience, the team offers advanced and complementary skills to best serve the diverse needs of clients in 34 different states and 7 different countries. They pride themselves on delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Steven P. Tufts focuses on helping clients pursue better financial outcomes through a relentless pursuit of financial wellness. They offer Fiduciary Advisory Services to help clients manage their retirement investments and feel secure about their financial futures. The team is committed to providing service excellence and financial wellness solutions to help clients achieve their goals and make informed financial decisions.

Merrill Lynch Financial Advisor Michael J. Grammatico, located at 21 Masse Place in Batavia, New York, offers comprehensive financial planning and investment services to individual, non-profit, and corporate clients. The team, known as Riter, Grammatico, Reich, White, Tufts & Associates, has over 140 years of combined experience serving clients in Western New York and beyond. They provide personalized advice and guidance tailored to each client's unique needs, with a focus on helping them achieve their financial goals. With access to the resources of Merrill Lynch and Bank of America, the team is dedicated to helping clients manage, grow, and preserve their wealth for the long term. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Michael J. Grammatico can help you create a customized financial approach to suit your needs. With a commitment to service excellence and a deep understanding of behavioral finance, the team is dedicated to helping clients make informed decisions and achieve financial success. Contact Merrill Lynch Financial Advisor Michael J. Grammatico to start the conversation about your financial goals and priorities today.

Merrill Lynch Financial Advisor Calvin J. Klemmer is a finance institution located at 21 Masse Place in Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide top-notch client experience and goals-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. They strive to deliver the best of both worlds - the resources of a world-class organization like Merrill Lynch, with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Calvin J. Klemmer is dedicated to helping clients pursue better financial outcomes and offers fiduciary advisory services to assist with retirement planning and investment advice. They work tirelessly to provide a strong, healthy, and compliant program that engages employees and simplifies the process for clients. The team believes in developing a personalized financial approach tailored to each client's goals and aspirations, whether it's planning for retirement, saving for education, or passing on wealth to future generations.

Gerace Realty.com is a premier real estate agency located in Batavia, New York. With a prime location at 6 Ellicott Avenue, our experienced team of agents are dedicated to helping clients find their dream home or sell their property quickly and efficiently. Whether you are a first-time homebuyer or a seasoned investor, Gerace Realty.com is committed to providing top-notch service and expertise to meet all of your real estate needs. Contact us today to start your real estate journey with Gerace Realty.com.

Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.