TOP 30 Personalized approach in Williamsville, New York

236 results found

Merrill Lynch Financial Advisor John Byron, located at 6245 Sheridan Drive in Williamsville, New York, offers comprehensive and customized wealth management services. John Byron, a First Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management since 2007, takes a disciplined approach to simplifying the financial lives of his clients. His team provides services in investment management, retirement planning, estate planning, college tuition planning, and more. With a focus on listening to clients' goals and priorities, John and his team develop personalized investment strategies to help clients achieve their financial objectives. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, they tailor financial approaches to each client's individual needs and preferences. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop strategies to address their financial goals and manage investment risk. As life and financial goals change over time, John and his team regularly review and update clients' financial approaches to help them stay on track towards achieving what matters most to them. With a commitment to providing unparalleled service and personalized financial guidance, Merrill Lynch Financial Advisor John Byron strives to help clients pursue their financial goals and live their best financial lives.

Merrill Lynch Financial Advisor James C Kranz is located at 6245 Sheridan Drive, Suite 300, Williamsville, New York. As a Senior Financial Advisor with Merrill Lynch Wealth Management, James is dedicated to connecting clients to opportunities for financial success. He is a Senior Portfolio Advisor, offering traditional advice and guidance while also building and managing custom investment strategies tailored to each client's specific goals. James specializes in Retirement and Income Planning, utilizing a wide range of investment strategies to help clients achieve their objectives. James Kranz values financial education and aims to alleviate the anxiety many clients feel about investing by communicating clearly and regularly about individual financial strategies. He is actively involved in the community, volunteering with organizations such as Big Brother Big Sister of Erie County. James believes in the importance of understanding each client's unique goals and priorities to create a personalized financial plan that evolves with their changing needs.

Merrill Lynch Financial Advisor Gerald R Jack, located at 6245 Sheridan Drive, Williamsville, New York, United States, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a focus on understanding each client's unique aspirations and priorities, the institution works one-on-one to develop customized plans for wealth management, retirement planning, education funding, and more. Utilizing the Investment Personality Assessment, Merrill Lynch aims to gain a deeper understanding of each client's investing preferences and goals, in order to create a financial approach that aligns with their individual needs. The institution's team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service, with access to the investment insights of Merrill and banking solutions from Bank of America.

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.

Merrill Lynch Financial Advisor Kristin Marusza, located at 6245 Sheridan Drive in Williamsville, New York, offers personalized financial strategies for high net worth individuals, their families, and businesses. With over 29 years of experience in the financial services industry, Kristin focuses on helping clients meet their short and long term financial goals. As a Certified Financial Planner and Chartered Retirement Planning Counselor, she is qualified to provide traditional advice and guidance, as well as build and manage personalized investment strategies tailored to each client's needs. By participating in Merrill Lynch's Investment Advisory Program, Kristin can manage her strategies on a discretionary basis, ensuring that clients' investments align with their objectives. Through the Merrill Personal Wealth Analysis™ process, Kristin works with clients to create a personalized financial plan centered on their goals and priorities. With a commitment to community service and a deep understanding of behavioral finance, Kristin helps clients navigate life changes and market fluctuations to achieve their financial aspirations. By staying informed and regularly reviewing clients' progress, Kristin ensures that their financial approach remains aligned with their evolving goals. As a Merrill Lynch Wealth Management Advisor, Kristin Marusza is dedicated to helping clients pursue their financial goals and build a secure financial future.

Merrill Lynch Financial Advisor Robert C. Walter is located at 6245 Sheridan Drive, Williamsville, New York, United States. This institution is dedicated to providing personalized financial services to clients, with a team of experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors at Merrill have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The institution offers a range of services, including wealth management and investment planning, to help clients pursue their financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill works with clients to develop personalized financial approaches designed to address their unique needs. The advisors at Merrill believe in understanding each client's goals and priorities to create a customized plan intended to help manage, grow, and preserve their wealth. By engaging in conversations with clients, the team at Merrill helps identify and prioritize goals that matter most to them, providing advice and guidance to help them achieve financial success. Through tools like the Investment Personality Assessment, Merrill gets to know clients better as investors and refines their investing preferences to create a financial approach tailored to their needs. The institution offers ongoing support to help clients stay on track and adapt their financial approach to reflect changes in their life and the financial markets. Merrill Lynch Financial Advisor Robert C. Walter is committed to helping clients achieve their goals and live their best financial life by providing personalized investment strategies and comprehensive financial solutions.

DeAngelus Goralczyk, PLLC is a women-owned and led law firm located at 461 Clinton Street in Schenectady, New York. Founded by Karen DeAngelus and Jacqueline Goralczyk, the firm is dedicated to providing exceptional service, quality legal work, and a positive culture. The firm's mission is centered around a client-focused approach to transactional law, ensuring that clients are at the heart of everything they do. Their vision is to provide the best customer service and legal work, while creating a positive work environment for their employees. The DG Team consists of dynamic and experienced professionals who specialize in various areas of the legal landscape. They pride themselves on sticking to what they know and doing it well. The team at DG becomes an extension of your organization, keeping you informed and prepared for what's next.

DeAngelus Goralczyk, PLLC is a women-owned and led law firm located at 26 Broadway in Schenectady, New York. Founded by Karen DeAngelus and Jacqueline Goralczyk, the firm focuses on three core deliverables - Service, Quality, and Culture - which drive their mission and vision. They offer a client-centered approach to transactional law, ensuring that every client receives the best customer service and highest quality legal work. The team at DG consists of dynamic and seasoned professionals who specialize in various aspects of the legal landscape. With offices in New York and Florida, they are able to meet the dynamic and multi-state needs of their clients. The firm is headquartered in Clifton Park, New York, with additional offices in Schenectady, Saratoga Springs, Williamsville, and Bonita Springs, Florida. The DG team works collaboratively with clients to keep them informed and prepared for what's next, while also working within their budget to meet their needs efficiently. Please note that prior results do not guarantee a similar outcome and this is attorney advertising.

Merrill Lynch Financial Advisor Joshua S Pereira is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The institution focuses on listening to clients, understanding their priorities, and developing customized plans to help them achieve their aspirations. They offer services such as the Investment Personality Assessment to tailor financial approaches to individual preferences. With access to the resources of Merrill and Bank of America, they work with clients to address their financial needs and help them manage, grow, and preserve their wealth. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis to create personalized plans centered on clients' goals. The institution emphasizes the importance of staying on track with financial goals through regular check-ins and adjustments to financial approaches as life and markets change. The advisors at Merrill Lynch prioritize understanding clients and their goals to create a personalized investment approach. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Timothy L Kane is located at 6245 Sheridan Drive, Williamsville, New York, United States. This finance institution focuses on building strong client relationships based on trust and personalized service. They begin every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth, planning for retirement, or funding a child's education. By utilizing the Investment Personality Assessment, they customize a financial approach tailored to your individual preferences and priorities. Their team of experienced professionals offers advice and guidance to help you pursue your financial goals, with a focus on personalized service and building a customized investment approach. The institution offers comprehensive financial solutions and personalized investment strategies, along with the latest investment insights and tips to help you achieve your financial goals. They emphasize the importance of staying on track regardless of market fluctuations and changes in your life. Certified by the CFP Board, their advisors are dedicated to helping you create a financial approach that reflects your unique needs and priorities. The institution does not provide legal, tax, or accounting advice and recommends consulting with your advisors before making financial decisions.

Merrill Lynch Financial Advisor Robert S Jellinick, located at 6245 Sheridan Drive in Williamsville, New York, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial approach tailored to your needs. Through conversations and the Investment Personality Assessment, they aim to customize a plan that helps you pursue your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to address your financial needs and help you manage, grow, and preserve your wealth. By regularly reviewing your goals and financial approach, they strive to keep you on track to achieve what matters most to you. The advisors at Merrill Lynch put you first, offering personalized investment strategies and comprehensive financial solutions to help you live your best financial life. With certifications including CPWA® and CRPC™, they provide expert guidance to help you navigate the complexities of investing and financial planning. Investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning, tailored to meet your individual needs and goals.

Merrill Lynch Financial Advisor Dante Battaglia, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers personalized financial insights, observations, and ideas to help clients pursue their financial goals. Dante Battaglia and his team are dedicated to helping clients achieve what matters most to them and their families by creating flexible wealth management strategies tailored to individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Dante Battaglia believes in building strong client relationships based on trust and personalized service, and is committed to participating in the communities he serves. Through the Merrill Personal Wealth Analysis™ process, clients can work with Dante Battaglia to develop a personalized financial plan centered on their goals and priorities. By getting to know clients personally and understanding their investing preferences, Dante Battaglia can help them pursue what matters most and achieve their financial aspirations. With a focus on ongoing communication and adjustments to financial approaches as life and goals change, Dante Battaglia and his team are dedicated to helping clients stay on track to achieve their financial objectives. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Dante Battaglia can provide guidance and support to help them navigate the complexities of their financial lives. With a commitment to putting clients first and providing personalized investment strategies, Dante Battaglia and his team at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Matthew J. Gorton is located at 6245 Sheridan Drive in Williamsville, New York, United States. The institution specializes in finance and is supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. The institution offers services such as Registered Senior Wealth Management Client Associate and Wealth Management Client Associate - Resident Director Assistant. The advisors at Merrill Lynch focus on understanding each client's individual needs and goals, helping them design and implement personalized financial plans to pursue their financial goals while managing investment risk. The institution believes in a holistic approach to financial planning, taking into account factors such as future health care expenses, education costs, and wealth transfer to future generations. Merrill offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis to help clients build personalized financial plans. The advisors at Merrill Lynch work closely with clients to review their goals and progress, making adjustments to their financial approach as needed to help them stay on track. The institution believes in the power of a dedicated advisor to provide personalized investment strategies and comprehensive financial solutions. Merrill Lynch is committed to helping clients achieve their financial goals and live their best financial life.

Merrill Lynch Financial Advisor Trey Georger is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. They offer personalized financial strategies to help clients pursue their long-term goals, whether it's wealth transfer, retirement planning, or funding education. The institution starts by listening to clients' priorities and goals, utilizing research in behavioral finance to understand their investing preferences. They provide tools to track changes in clients' lives and financial goals, ensuring their approach remains aligned. With access to Merrill's investment insights and Bank of America's banking solutions, the institution designs tailored plans to address clients' financial needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer a range of services, including investment strategies, financial solutions, and personalized plans centered on clients' goals. The institution emphasizes the importance of understanding clients' personalities and priorities to create a financial approach that reflects their individual needs. As Certified Financial Planners, they provide guidance on investment risks and market fluctuations, helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Michael Allen Gates, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers financial advice and guidance through a team approach that focuses on building strong relationships with clients. The Scott Klein Gates Gandolfo Group believes in placing the investor at the center of their wealth management philosophy, providing personalized strategies to help clients pursue their financial goals. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch Wealth Management aims to assist clients in managing, growing, and preserving their wealth for the long term. Recognized by Forbes for their exemplary client service, the advisors at Merrill Lynch Financial Advisor Michael Allen Gates are dedicated to helping clients make informed investment decisions that align with their individual goals and priorities.

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.

Merrill Lynch Financial Advisor Christopher J Scott is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. The Scott Klein Gates Gandolfo Group believes in teamwork and involvement to deliver top-notch financial advice and guidance. As Merrill Lynch Wealth Management financial advisors, they offer personalized advice based on your goals and priorities. Their wealth management philosophy focuses on you as the investor, not just the market. With access to global investment capabilities and banking solutions from Bank of America, they work with you to develop a financial approach tailored to your needs. The team is dedicated to helping you pursue your goals and achieve financial success. Recognized by Forbes for their exemplary client service, the advisors at Merrill Lynch Financial Advisor Christopher J Scott are committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Thomas W Allers is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. They offer personalized financial strategies tailored to help clients pursue their long-term goals. Their team of experienced professionals works one-on-one with clients to create customized plans based on individual aspirations and priorities. By utilizing the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to develop a financial approach that aligns with their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they aim to address clients' financial needs and help them manage, grow, and preserve their wealth. The advisors at Merrill Lynch prioritize building strong client relationships based on trust and personalized service, offering comprehensive financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Thomas M. Vivian II is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. Merrill's team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate and Wealth Management Client Associate - Resident Director Assistant. The advisors at Merrill Lynch Wealth Management focus on understanding their clients' family, goals, and priorities to help them pursue financial goals while managing investment risk. They provide personalized plans designed to help clients manage, grow, and preserve their wealth while considering their long-term financial needs. Through the Investment Personality Assessment, advisors at Merrill get to know clients better as investors and customize financial approaches to help them achieve their goals. The institution offers tools like Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Merrill Lynch Wealth Management Advisors work to help clients stay on track to achieve their goals by reviewing progress and making necessary adjustments to their financial approach. By getting to know clients personally and understanding what matters most to them, Merrill advisors create customized investment approaches tailored to their unique needs and priorities. The institution also offers access to the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Thomas M. Vivian II is dedicated to putting clients first and providing personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Blake D. Dougherty is located at 6245 Sheridan Drive, Suite 300, Williamsville, New York, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch focus on understanding the client's family, goals, and priorities, adapting to their changing needs over time. With access to the global resources of Merrill and Bank of America, the team helps clients design and implement personalized financial plans to pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill Lynch gets to know clients on a personal level to customize financial approaches that align with their aspirations. The institution offers services such as Merrill Personal Wealth Analysis™ to document personalized plans centered on the client's goals. By regularly checking in with clients to discuss changes in their lives and financial markets, Merrill Lynch aims to help clients stay on track to achieve their most important goals. The team at Merrill Lynch is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With certifications from organizations such as the CFP Board and the Investments & Wealth Institute, Merrill Lynch advisors offer expertise and guidance to help clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Noah W Buettner is located at 6245 Sheridan Drive, Williamsville, New York, United States. The Buettner Group believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. They are dedicated to providing personalized financial advice and guidance tailored to each client's unique goals and priorities. Using research in behavioral finance, they offer an Investment Personality Assessment to help customize financial approaches. With a focus on understanding each client's needs and aspirations, they develop flexible strategies to help manage, grow, and preserve wealth. The team is committed to building trust and providing personalized service, leveraging the resources of Merrill and Bank of America. Clients can expect regular check-ins and adjustments to their financial approach as life and market conditions change. The goal is to help clients pursue their financial goals and stay on track for the future. With a team of experienced advisors, Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals.

Cost Seg LLC is a finance institution located at 5586 Main Street, Williamsville, New York. We specialize in cost segregation studies, helping businesses maximize their tax savings by identifying and reclassifying assets for accelerated depreciation. Our team of experts provides comprehensive analysis and detailed reports to ensure our clients are taking full advantage of available tax benefits. With our personalized approach and commitment to excellence, Cost Seg LLC is the trusted partner for businesses looking to optimize their financial strategies.

Conway Porter CPA PC is a reputable accounting and finance institution located at 5500 Main Street in Williamsville, New York, United States. With a team of experienced and dedicated professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Conway Porter CPA PC is committed to helping their clients achieve their financial goals. Their personalized approach and attention to detail set them apart from other accounting firms in the area. Contact them today to schedule a consultation and see how they can help you with your accounting and finance needs.

Gentner Tax Associates is a reputable accounting and finance institution located at 1961 Wehrle Drive in Williamsville, New York. With a team of experienced professionals, they provide a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Their commitment to excellence and personalized approach ensures that clients receive the highest level of service and support. Whether you need help with tax preparation, financial consulting, or bookkeeping, Gentner Tax Associates is dedicated to helping you achieve your financial goals.

Wittlin, Dry & Dry LLP is a reputable accounting and finance institution located at 17 Beresford Court in Williamsville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you need help with your personal finances or managing your business accounts, Wittlin, Dry & Dry LLP is dedicated to helping you achieve your financial goals.

Wittland Cain & Dry is a reputable accounting and finance institution located at 6653 Main Street in Williamsville, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Wittland Cain & Dry for all your accounting and finance needs.

Anu Gupta, MD is a distinguished medical practice located at 325 Essjay Rd, Williamsville, NY 14221, United States. Specializing in comprehensive healthcare services, Dr. Anu Gupta is dedicated to providing personalized and compassionate medical care to patients of all ages. With a focus on preventive medicine, diagnosis, and treatment of a wide range of health conditions, the practice emphasizes a patient-centered approach to ensure optimal health and well-being. Dr. Gupta combines extensive medical expertise with a warm and welcoming environment, ensuring that each patient receives the highest standard of care. Whether you require routine check-ups, management of chronic illnesses, or specialized medical advice, Anu Gupta, MD is committed to delivering exceptional healthcare services tailored to meet your individual needs.

The Center For Plastic Surgery, located at 5604 Main St, Williamsville, NY 14221, is a premier medical facility specializing in a wide range of cosmetic and reconstructive procedures. Committed to enhancing both the appearance and confidence of its patients, the center offers personalized care and cutting-edge treatments in a comfortable, state-of-the-art environment. The highly skilled team of board-certified plastic surgeons and medical professionals is dedicated to delivering exceptional results through a combination of advanced surgical techniques and a compassionate approach to patient care. Whether you are considering a facelift, breast augmentation, body contouring, or non-surgical treatments such as Botox and fillers, the Center For Plastic Surgery provides comprehensive consultations to understand your goals and develop a customized treatment plan. With a focus on safety, innovation, and patient satisfaction, this esteemed practice stands out as a trusted destination for those seeking to enhance their natural beauty and overall well-being.

Santa Maria is a premier health and wellness center located at 1825 Maple Rd, Williamsville, NY 14221, United States. Our mission is to provide the highest quality care and support to our community, helping individuals achieve optimal health and well-being. At Santa Maria, we offer a comprehensive range of services designed to cater to various health needs. Our team of experienced and compassionate professionals is dedicated to delivering personalized care tailored to each client's unique requirements. Whether you're seeking preventative care, rehabilitation, or specialized treatments, we strive to create a welcoming and nurturing environment for all our clients.

Dr. Paresh Dandona, MD, is a distinguished medical practice located at 1020 Youngs Rd, Williamsville, NY 14221, United States. Specializing in comprehensive health and wellness, Dr. Dandona offers expert medical care with a focus on personalized patient treatment. Known for his extensive experience and compassionate approach, Dr. Dandona is dedicated to improving the health outcomes of his patients through advanced medical practices and a deep understanding of various health conditions. Whether you are seeking routine check-ups, specialized medical consultations, or ongoing health management, Dr. Paresh Dandona, MD, provides exceptional care to meet all your healthcare needs. Visit his office in Williamsville for a professional and caring medical experience.