Personal financial management in Getzville, New York
17 results found
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Landmark Wealth Management
Landmark Wealth Management is a finance institution located at 2410 North Forest Road in Getzville, New York. Our dedicated team of financial experts is committed to providing personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and exceptional service, we offer comprehensive financial planning, investment management, retirement planning, and estate planning services. At Landmark Wealth Management, we strive to be a trusted partner in navigating the complexities of the financial world and helping our clients secure their financial future.
Micah Puscheck - Financial Advisor, Ameriprise Financial Services, LLC
Micah Puscheck is a Financial Advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road, Getzville, New York, United States. Micah 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®. Micah specializes in providing comprehensive financial planning services with expertise in asset management, retirement planning, estate planning, risk management, and investment strategies for individuals, retirees, small business owners, and high net worth clients. Micah is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, and is committed to helping clients achieve their financial goals. Contact Micah Puscheck today for personalized financial advice tailored to your specific needs and objectives.
Dan Schmidt - State Farm Insurance Agent
Dan Schmidt - State Farm Insurance Agent is a reputable insurance agency located at 5838 South Transit Road, Lockport, New York, United States. Situated directly across from Tops Friendly Markets and between Applebee's and Kith and Kin, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance in Lockport and surrounding areas such as Amherst, North Tonawanda, Getzville, and Clarence. The agency is led by Dan Schmidt, a Lockport native with deep roots in the community. Alongside his dedicated team, Dan is committed to building personal relationships with clients, helping them understand and manage the risks they face every day. With over 100 years of combined experience in the insurance industry, the agency provides exceptional customer service to individuals and families in Lockport and beyond.
Beyond Accounting, Inc.
Beyond Accounting, Inc. is a leading accounting and finance institution located at 2350 North Forest Road in Getzville, New York, United States. With a team of highly skilled professionals, Beyond Accounting, Inc. offers a wide range of accounting and finance services to individuals and businesses. From tax preparation and financial planning to bookkeeping and payroll services, they are dedicated to providing top-notch solutions tailored to meet their clients' specific needs. Trust Beyond Accounting, Inc. for all your accounting and finance needs and experience exceptional service and expertise.
Cindy's Mobile Bookkeeping Inc.
Cindy's Mobile Bookkeeping Inc. is a professional accounting and finance institution located at 2655 Millersport Highway in Getzville, New York. With a team of experienced bookkeepers, they offer convenient and reliable mobile bookkeeping services to businesses and individuals in the area. Whether you need assistance with financial statements, payroll processing, or tax preparation, Cindy's Mobile Bookkeeping Inc. is dedicated to providing accurate and efficient solutions tailored to meet your specific needs. Contact them today to learn more about how they can help you manage your finances effectively.
Cornerstone CFCU
Welcome to Cornerstone Community Federal Credit Union, your trusted financial partner since 1957. Located at 315 Stahl Road, Getzville, New York, we proudly serve the communities of Niagara and Erie County. As a member-focused financial cooperative, we offer a wide range of services designed to meet your banking needs with ease and convenience. At Cornerstone CFCU, we believe in making your financial dreams a reality. Our comprehensive suite of lending products is tailored to fit the unique needs of our members. Whether you're looking for a checking account, an auto loan with competitive rates as low as 5.74% APR, or mortgage solutions, we provide the tools and support to help you succeed financially.
Cornerstone Community Federal Credit Union
Cornerstone Community Federal Credit Union is a financial institution located at 55 Stevens Street, Lockport, New York, United States. With a focus on serving the community, Cornerstone offers a variety of lending products tailored to its members' needs. Membership is open to those who live, work, volunteer, worship, or go to school in Niagara or Erie County. Established in 1957, Cornerstone has been dedicated to putting its members first and ensuring the security of their personal and financial information. The credit union provides a range of services, including checking accounts, loans, and a mobile banking app for convenience. Members can take advantage of discounted services through various partners and benefit from competitive rates for mortgages, auto loans, and more. With a commitment to financial success and a digital experience that promotes financial freedom, Cornerstone strives to make banking easier and more convenient for its members.
Cornerstone Community Federal Credit Union
Cornerstone Community Federal Credit Union is a finance institution located at 4255 Witmer Road in Niagara Falls, New York, United States. We offer a variety of banking services tailored to our members' needs, making your banking experience easy and convenient. Whether you're looking for a checking account or a lending product to make your dreams a reality, we've got you covered. Since 1957, we have been serving Niagara County, initially as Unit No. 1 Federal Credit Union, and now as Cornerstone Community Federal Credit Union. Membership is open to those who live, work, volunteer, worship, or go to school in Niagara or Erie County, as well as immediate family members of current credit union members.
Willard and Associates Accounting and Tax Services
Willard and Associates Accounting and Tax Services is a reputable institution located at 2350 North Forest Road in Getzville, New York. Specializing in accounting and finance, they provide expert services to individuals and businesses in the area. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can rely on Willard and Associates Accounting and Tax Services for accurate and reliable financial advice to help them achieve their goals.
United States Postal Service
Welcome to the United States Postal Service located at 2655 Millersport Highway, Getzville, New York 14068. As a cornerstone of the community, our post office is committed to providing reliable and efficient postal services to meet all your mailing and shipping needs. Whether you're sending a letter across town or a package across the globe, our dedicated team is here to assist you every step of the way. In addition to our comprehensive postal services, we also offer a range of financial services, including money orders and postal banking solutions, designed to make managing your finances more convenient. As a local government office, we uphold the highest standards of service and professionalism, ensuring that your experience with us is seamless and satisfactory.
Bank of America (with Drive-thru ATM)
Welcome to Bank of America, conveniently located at 2305 Millersport Highway in Getzville, New York. As a trusted leader in the banking and finance industry, we are dedicated to providing exceptional service and innovative financial solutions to meet your needs. Our branch offers a full range of banking services, including personal and business accounts, loans, mortgages, and investment options. For your convenience, we feature a drive-thru ATM, allowing you to manage your finances efficiently without leaving the comfort of your vehicle. Whether you’re looking to deposit funds, withdraw cash, or check your account balance, our drive-thru ATM is accessible 24/7 to serve you.
Cornerstone Community Federal Credit Union
Cornerstone Community Federal Credit Union is a finance institution located at 5 State Street in Middleport, New York, United States. With a range of lending products tailored to members' needs, making your financial dreams a reality is easier than ever with Cornerstone. Membership is open to those living, working, volunteering, worshiping, or attending school in Niagara or Erie County, as well as immediate family members of current members. Established in 1957, Cornerstone has been serving the community for over six decades, originally founded to serve General Motors employees. Today, anyone in Niagara or Erie County can join the credit union and benefit from their range of services. The institution prioritizes the security of members' personal and financial information, working diligently to protect against financial fraud.
Cornerstone Community Federal Credit Union
Welcome to Cornerstone Community Federal Credit Union, a trusted financial cooperative serving the Niagara County community since 1957. Located at 5810 South Transit Road, Lockport, New York, we pride ourselves on offering personalized financial solutions tailored to meet the needs of our members. Our commitment to exceptional service and community involvement sets us apart. As a member of Cornerstone, you are more than just a customer; you are an owner. We offer a wide range of financial products, including checking accounts, mortgages, auto loans, and personal loans, all with competitive rates and low fees. Our digital banking services, accessible via the free Cornerstone app, provide the convenience of managing your finances from anywhere, anytime.
Diverse Funding Associates, LLC
Welcome to Diverse Funding Associates, LLC, your premier partner in financial solutions, conveniently located at 2351 North Forest Road, Getzville, New York. At Diverse Funding Associates, we are dedicated to empowering individuals and businesses alike with tailored financial services designed to meet your unique needs and goals. Our team of experienced financial experts is committed to providing personalized strategies that drive growth, ensure stability, and foster success. Whether you are looking to secure funding, manage investments, or plan for the future, we offer a comprehensive range of services to help you navigate the complexities of finance with confidence. Discover how Diverse Funding Associates, LLC can support your financial journey and help you achieve your aspirations. Visit us today to learn more about our innovative solutions and client-focused approach.
Western NewYork's Jewish Free Loan Society
Western New York's Jewish Free Loan Society is a non-profit organization that provides interest-free loans to members of the Jewish community in need of financial assistance. Located at 2640 North Forest Road in Getzville, New York, this institution offers support to individuals facing unexpected expenses, medical bills, tuition costs, and more. With a mission to promote self-sufficiency and financial stability, the Jewish Free Loan Society aims to help individuals overcome temporary financial challenges and achieve their goals. The organization operates on the principle of tikkun olam, or repairing the world, by providing a helping hand to those in need within the Western New York Jewish community.
Hebrew Benevolent Loan Association
Welcome to the Hebrew Benevolent Loan Association, your trusted partner in financial empowerment located at 2640 North Forest Road, Getzville, New York. As a dedicated not-for-profit financial institution, we are committed to providing interest-free loans to individuals and families in need, helping to foster economic stability and independence within our community. With a rich heritage rooted in values of compassion and mutual support, our mission is to offer a helping hand to those facing temporary financial challenges, enabling them to achieve their goals without the burden of high-interest debt. Whether you're looking to fund education, cover medical expenses, or manage unforeseen emergencies, the Hebrew Benevolent Loan Association is here to support you with confidential and personalized service. Join us in building a stronger, more resilient community through the power of benevolent lending.
ATM
Welcome to ATM, your reliable financial partner located conveniently at 2341 Millersport Highway, Getzville, New York 14068. As a trusted provider of financial services, we are committed to ensuring you have easy and secure access to your funds whenever you need them. Our state-of-the-art ATM facility is designed to offer a seamless banking experience, allowing you to perform a variety of transactions quickly and efficiently. Whether you need to withdraw cash, check your account balance, or manage other banking needs, our user-friendly interface and top-notch security features ensure a hassle-free experience. Visit us today and discover the convenience of reliable financial services right at your doorstep. Your satisfaction and security are our top priorities.
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