Personal financial management in Amherst, New York
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The Financial Guys
The Financial Guys is an independent wealth management firm located at 305 Spindrift Drive in Williamsville, New York. They specialize in providing investment and insurance services for individuals, families, and businesses. Their goal-based and comprehensive approach helps clients develop a personalized financial strategy. The Financial Guys are committed to putting their clients first and offering a wide range of financial products and services. They also support Western New York Veterans through donations. The firm offers workshops and classes on various financial topics, such as taxes, retirement planning, and estate planning. Securities are offered through Peak Brokerage Services, LLC. Residents of select states are eligible for investment products and services. The Financial Guys encourage prospective clients to take a short questionnaire to determine their Risk Score and find the right investment strategy for them.
Amherst Federal Credit Union
Amherst Federal Credit Union, located at 6470 Main Street in Amherst, New York, is a trusted financial institution offering a range of banking and finance services. Join today to start building your financial future with the peace of mind that your savings are federally insured up to $250,000 by the United States Government. With a commitment to providing personalized service and competitive rates, Amherst Federal Credit Union is dedicated to helping members achieve their financial goals.
Level Financial Advisors
Level Financial Advisors is a leading finance institution located at 9310 Transit Road in East Amherst, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to invest, plan for retirement, or manage your assets, our team is here to provide expert guidance and support every step of the way. Visit us today to learn how we can help you reach the next level of financial success.
Wilcox Financial Group, LLC
Wilcox Financial Group, LLC is a trusted finance and insurance agency located at 1323 North Forest Road in Amherst, New York. With a team of experienced professionals, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, our dedicated team is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards financial peace of mind.
Thomas Michael Huebsch: Primerica - Financial Services
Thomas Michael Huebsch: Primerica - Financial Services is a finance and insurance agency located at 4446 Main Street in Buffalo, New York. Our team of professionals is dedicated to helping individuals and families achieve financial security and success. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to provide expert guidance and personalized solutions. Contact us today to learn more about how we can help you reach your financial goals.
Principal Financial Group
Principal Financial Group, located at 100 Corporate Parkway in Amherst, New York, is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial futures. As part of the nationwide network of financial professionals affiliated with the Principal Financial Group®, the team at Principal® Financial Network of the Northeast offers a range of services to meet the needs of their clients. Whether you are looking for insurance products, life insurance, annuities, securities, or investment advisory services, the licensed professionals at Principal Financial Group are here to help. With a focus on building strong relationships and providing personalized solutions, the team at Principal Financial Group is committed to making a difference in the lives of their clients. If you are passionate about improving financial well-being and are looking for a rewarding career opportunity, consider joining the team at Principal Financial Group. Contact them today to learn more about how they can help you protect what matters most.
Thomas Branchini - Prudential Financial
Thomas Branchini - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York, United States. With a strong focus on providing personalized financial solutions and insurance products, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and guidance every step of the way. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
Paul Scribner: Primerica - Financial Services
Paul Scribner: Primerica - Financial Services is a reputable finance and insurance agency located at 331 Alberta Drive in Amherst, New York, United States. With a focus on providing top-notch financial services to individuals and families, Paul Scribner and his team at Primerica are dedicated to helping their clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Paul Scribner: Primerica to provide expert guidance and personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards financial security and success.
Edelman Financial Engines
Edelman Financial Engines is a leading financial institution located at 6500 Sheridan Drive in Amherst, New York, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines is dedicated to providing expert advice and guidance every step of the way.
C.D. Financial, Inc
C.D. Financial, Inc is a reputable finance institution located at 2372 Sweet Home Road in Buffalo, New York, United States. With a strong track record of providing top-notch financial services, C.D. Financial, Inc is a trusted partner for individuals and businesses looking to manage their finances effectively. From investment planning to retirement savings, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit C.D. Financial, Inc today and take the first step towards a secure financial future.
Kautz Financial
Kautz Financial is a reputable finance institution located at 1967 Wehrle Drive in Buffalo, New York, United States. With a team of experienced financial experts, Kautz Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Kautz Financial is dedicated to providing personalized solutions tailored to your specific needs. Trust Kautz Financial to help you secure your financial future.
NorthCape Wealth Management
NorthCape Wealth Management is a leading financial institution located at 6565 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, NorthCape Wealth Management is committed to helping you achieve financial success. Contact us today to schedule a consultation and learn more about how we can help you secure your financial future.
Turning Tides Financial, LLC
Turning Tides Financial, LLC is a reputable finance institution located at 4476 Main Street in Amherst, New York, United States. Specializing in providing expert financial services, our dedicated team is committed to helping clients navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Turning Tides Financial, LLC is here to support you every step of the way. Trust us to help you achieve your financial goals and secure a stable future.
Spectrum Wealth Management
Spectrum Wealth Management is a leading financial institution located at 4925 Main Street in Amherst, New York, United States. Specializing in accounting and finance services, we offer personalized wealth management solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing expert advice and guidance to help you navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or manage your taxes, Spectrum Wealth Management is here to help you secure a prosperous financial future.
Merrill Lynch Financial Advisor Gerald L. Cornish
Merrill Lynch Financial Advisor Gerald L. Cornish is located at 6245 Sheridan Drive in Williamsville, New York, United States. The institution offers a range of finance services and is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The advisors focus on understanding the client's family, goals, and priorities to create a customized financial approach. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth while pursuing their financial goals. Through the Investment Personality Assessment, Merrill advisors can understand the client's investing preferences and create a personalized plan centered on their goals. The team at Merrill Lynch works with clients to regularly review and adjust their financial approach to help them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Gerald L. Cornish is committed to helping clients live their best financial life.
Fichter Wealth Management Inc
Fichter Wealth Management Inc is a premier finance institution located at 25 California Drive in Williamsville, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive wealth management services tailored to meet the unique financial goals of each client. With a focus on personalized financial planning, investment strategies, and retirement planning, we strive to help our clients achieve financial success and security. Contact us today to schedule a consultation and see how Fichter Wealth Management Inc can help you reach your financial goals.
Russell Wealth Management
Russell Wealth Management is a finance institution located at 6790 Main Street in Williamsville, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
G & Associates Wealth Management
G & Associates Wealth Management is a leading finance institution located at 6500 Sheridan Drive in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we provide comprehensive financial solutions tailored to meet your individual needs. Trust G & Associates Wealth Management to provide expert guidance and support on your financial journey.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 6245 Sheridan Drive in Williamsville, New York, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's needs and goals. The advisors at Merrill Lynch Wealth Management have access to the resources of Bank of America, allowing them to offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their current financial situation and create strategies to help them achieve their long-term objectives.
Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. The institution offers a range of certifications and designations to ensure high-quality financial services to its clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®) designation. These certifications ensure that the advisors at Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC are equipped with the knowledge and expertise to provide comprehensive financial planning services to their clients.
Summit Financial Inc
Summit Financial Inc is a leading finance institution located at 2372 Sweet Home Road in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, Summit Financial Inc offers a wide range of solutions to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Summit Financial Inc is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
Edward Jones - Financial Advisor: Steven Kopf
Edward Jones - Financial Advisor: Steven Kopf is a reputable finance institution located at 1961 Wehrle Drive in Williamsville, New York, United States. With a focus on providing personalized financial planning and investment services, Steven Kopf and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Steven Kopf is committed to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to start building a secure financial future.
Michael Lurz - Financial Advisor, Ameriprise Financial Services, LLC
Michael Lurz is a Financial Advisor at Ameriprise Financial Services, LLC located at 2310 Wehrle Drive, Williamsville, New York, United States. Michael Lurz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Michael Lurz specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a focus on ethical practices and expertise in asset management, estate planning, investment strategies, and retirement planning, Michael Lurz is dedicated to helping clients achieve their financial goals.
RBC Wealth Management Branch - Buffalo, NY
The RBC Wealth Management Branch in Buffalo, NY is a leading financial institution located at 6225 Sheridan Drive in Williamsville, New York. As part of the renowned RBC Wealth Management network, this branch offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, RBC Wealth Management in Buffalo provides personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, you can trust the experts at RBC Wealth Management Branch in Buffalo to provide you with the guidance and support you need.
Chris Seefeldt - RBC Wealth Management Financial Advisor
Chris Seefeldt is a dedicated financial advisor at RBC Wealth Management located at 6225 Sheridan Drive in Williamsville, New York. With a wealth of experience in the finance industry, Chris provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chris Seefeldt is committed to providing expert guidance and exceptional service. Contact Chris Seefeldt at RBC Wealth Management today to start building a secure financial future.
HD Financial Specialists
HD Financial Specialists is a leading finance institution located at 6049 Transit Road in East Amherst, New York. Our team of experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to help. With a focus on integrity and client satisfaction, HD Financial Specialists is committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Strategic Financial Solutions
Strategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.
Northeastern Financial Partners, LLC
Northeastern Financial Partners, LLC is a reputable insurance agency located at 5780 Main Street in Williamsville, New York, United States. With a team of experienced professionals, they specialize in providing a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for life, health, auto, or home insurance, Northeastern Financial Partners, LLC is dedicated to helping you find the best coverage options to protect what matters most to you. Contact them today for personalized insurance solutions tailored to your specific needs.
Ukrainian Federal Credit Union - Amherst Branch
Welcome to the Ukrainian Federal Credit Union - Amherst Branch, your trusted partner in financial services located conveniently at 2882 Niagara Falls Boulevard, Amherst, New York 14228. As a member-focused financial institution, we are dedicated to providing exceptional service and a comprehensive range of financial products to meet all your banking needs. Whether you're looking for personal or business banking solutions, loans, mortgages, or investment advice, our experienced team is here to help you achieve your financial goals. At the Ukrainian Federal Credit Union, we pride ourselves on our community-oriented approach, personalized service, and commitment to empowering our members with the financial tools and resources they need to succeed. Visit us today and experience the difference of banking with a credit union that truly cares about you and your financial well-being.
Buffalo First Wealth Management, LLC
Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.
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