TOP 30 Best Long term investment in Amherst, New York
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Dominic Vivolo - Financial Advisor, Ameriprise Financial Services, LLC
Dominic Vivolo - Financial Advisor at Ameriprise Financial Services, LLC, located at 4476 Main Street in Amherst, New York, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, Dominic helps clients track their financial goals and make informed decisions. Clients can easily access their accounts and investments from any device, ensuring transparency and security. By scheduling a complimentary initial consultation, individuals can take the first step towards a more confident financial future. Dominic Vivolo, a registered investment adviser with Ameriprise Financial Services, LLC, provides valuable insights on market trends and offers expert guidance to help clients navigate the complexities of the financial world. With a focus on building long-term relationships, Dominic is committed to helping clients achieve their financial goals and secure their financial future.
Nicholas Gagliardo - TIAA Wealth Management Advisor
Nicholas Gagliardo - TIAA Wealth Management Advisor is a finance institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor, Nicholas Gagliardo offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, clients can rely on Nicholas Gagliardo for expert advice and guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Nicholas Gagliardo is dedicated to helping you navigate the complexities of the financial world and make informed decisions for your future.
Alex Hamill - TIAA Wealth Management Advisor
Alex Hamill - TIAA Wealth Management Advisor is a financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor in wealth management, Alex Hamill offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on providing tailored solutions and expert guidance, Alex Hamill helps clients navigate the complexities of investing, retirement planning, and wealth preservation. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Alex Hamill is dedicated to providing top-notch financial advice and support. Trust Alex Hamill - TIAA Wealth Management Advisor to help you make informed decisions and build a solid financial foundation for the future.
Richard Brewer - TIAA Wealth Management Advisor
Richard Brewer - TIAA Wealth Management Advisor is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a focus on providing personalized wealth management services, Richard Brewer and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Richard Brewer - TIAA Wealth Management Advisor offers expert advice and guidance to help you make informed decisions. Trust in their expertise and experience to help you navigate the complexities of the financial world and build a solid financial foundation for yourself and your loved ones.
Curtis Cluster - TIAA Financial Consultant
Curtis Cluster - TIAA Financial Consultant is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. With a team of experienced financial consultants, they provide expert advice and guidance on a wide range of financial matters including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Curtis Cluster - TIAA Financial Consultant is dedicated to helping you achieve your financial goals.
Angel Palacios - Financial Advisor, Ameriprise Financial Services, LLC
Angel Palacios - Financial Advisor at Ameriprise Financial Services, LLC, located at 8770 Transit Road, East Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Angel provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients can easily access their accounts and track their progress online, while also receiving personalized support from Angel. Those interested in learning more about how Angel can help them reach their financial goals can schedule a complimentary initial consultation. Additionally, clients can take advantage of document disposal services to protect their personal information and prevent identity theft.
Ed Huber - Thrivent
Ed Huber - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations. Licensing information can be found through the State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Services may vary by state and not all team members offer all products. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
Kevin Donaghue - TIAA Wealth Management Advisor
Kevin Donaghue - TIAA Wealth Management Advisor is a trusted financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a Wealth Management Advisor, Kevin Donaghue provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, retirement planning, investment strategies, and estate planning, Kevin Donaghue is dedicated to providing expert guidance and support to clients in navigating the complexities of the financial world. Trust Kevin Donaghue - TIAA Wealth Management Advisor to help you make informed decisions and build a solid financial foundation for the future.
McCollum Christoferson Group, LLC
McCollum Christoferson Group, LLC is a top independent investment and financial advisory firm located in Amherst, N.Y. We specialize in managing investment portfolios, creating financial plans, and offering a wide range of advisory services to help clients secure their financial future. Our team is dedicated to preserving the purchasing power of our clients, no matter the financial challenges they may face. We provide personalized advisory services to clients in Western New York and across the U.S., guiding them through managing investments, retirement planning, estate investment planning, and wealth preservation strategies. With a focus on working with skilled professionals, we help clients achieve their financial goals. McCollum Christoferson Group, LLC is an SEC registered investment adviser based in New York.
Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP
Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in financial planning and wealth management, the team at Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP is dedicated to helping clients achieve their financial goals. With a focus on providing personalized solutions and expert advice, this institution is committed to helping individuals and families secure their financial future.
Nick Cecere - Thrivent
Nick Cecere - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer services from Monday to Thursday, from 9 a.m. to 4 p.m., with evening appointments also available. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Not all team members may offer all products, programs, and services in all states. Thrivent provides financial advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on privacy and disclosures. Insurance products, securities, and investment advisory services are provided by licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to offer investment advisory services. For more information on professional designations and requirements, visit their website.
Sunbridge Management
Sunbridge Management is a leading finance institution located at 8600 Transit Road in East Amherst, New York, United States. With a team of experienced professionals, Sunbridge Management provides a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, Sunbridge Management is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.
Kirkland Asset Management
Kirkland Asset Management is a leading finance institution located at 3500 Main Street in Amherst, New York, United States. Specializing in wealth management, investment advising, and financial planning, Kirkland Asset Management is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Kirkland Asset Management is a trusted partner for individuals and businesses looking to grow and protect their assets.
Dale Bielicki - Thrivent
Dale Bielicki - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Operating hours are Monday - Thursday from 9 a.m. to 4 p.m., with evening appointments available. Licensing information can be found through the State Insurance Department website. Thrivent offers financial advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. The institution does not provide legal, accounting or tax advice. Visit thrivent.com for more information on professional designations and services provided.
Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.
Allstate Financial Services - Patrick Walsh
Welcome to Allstate Financial Services - Patrick Walsh, your trusted partner in financial and insurance solutions located in the heart of Amherst, New York. Situated at 2201 Kensington Avenue, our agency is dedicated to providing personalized and comprehensive financial services to meet your unique needs. Whether you're seeking reliable insurance coverage, retirement planning, or investment advice, Patrick Walsh and his experienced team are here to guide you every step of the way. We pride ourselves on delivering exceptional customer service, tailored strategies, and peace of mind to individuals and families in our community. Visit us today to discover how we can help you secure a brighter financial future.
Michael Raimondo - Prudential Financial
Welcome to Michael Raimondo - Prudential Financial, your trusted partner in financial planning and insurance solutions. Conveniently located at 1 John James Audubon Parkway, Buffalo, New York, we are committed to serving the financial needs of our community with integrity and expertise. At Michael Raimondo - Prudential Financial, we understand that financial planning is a personal journey, and we are here to guide you every step of the way. Our dedicated team of professionals specializes in a wide range of services, including retirement planning, investment management, life insurance, and more. We tailor our solutions to meet your unique goals and aspirations, ensuring that you and your loved ones are protected today and prepared for tomorrow.
Patrick Walsh - Prudential Financial
Welcome to Patrick Walsh - Prudential Financial, your trusted partner in financial planning and insurance solutions located in the heart of Buffalo, New York. Situated at 1 John James Audubon Parkway, our agency is dedicated to helping individuals, families, and businesses achieve their financial goals and secure their future. With a comprehensive range of services, including retirement planning, investment management, life insurance, and more, we tailor our strategies to meet your unique needs. Our experienced team is committed to providing personalized guidance and exceptional customer service. Discover the peace of mind that comes with a well-structured financial plan. Visit us today and take the first step towards a secure and prosperous future.
Allstate Personal Financial Representative: Paul Dziama
Welcome to Allstate Personal Financial Representative: Paul Dziama, your trusted partner for comprehensive financial and insurance solutions in Buffalo, New York. Conveniently located at 150 Lawrence Bell Drive, our agency is committed to helping you protect what matters most and achieve your financial goals with confidence. With a deep understanding of the local community's needs, Paul Dziama and his dedicated team offer personalized guidance and expertise in a wide range of services, including life insurance, retirement planning, and investment strategies. Whether you are planning for the future, safeguarding your family's financial security, or exploring investment opportunities, we are here to provide tailored solutions that align with your unique needs and aspirations.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Ping Lin
Welcome to Ping Lin, your trusted partner in finance located in the heart of East Amherst, New York. Situated at 9430 Transit Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. At Ping Lin, we understand that navigating the world of finance can be complex, and our team of experienced professionals is here to offer expert guidance and personalized solutions. Whether you're looking for investment advice, financial planning, or assistance with managing your assets, we are committed to helping you achieve your financial goals with confidence and clarity. Visit us today and discover how Ping Lin can empower your financial journey.
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