TOP 30 Personalized financial analysis in Buffalo, New York
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Strategic Financial Solutions
● ClosedStrategic 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.
115 Lawrence Bell Dr, Buffalo, NY 14221, United States -
Merrill Lynch Financial Advisor Faraaz Mohammed Ali
● ClosedMerrill Lynch Financial Advisor Faraaz Mohammed Ali, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Faraaz can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Faraaz demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, Faraaz can help you create a personalized plan focused on achieving what matters most to you. By understanding your investment personality and goals, Faraaz can customize a financial approach to help you pursue your aspirations and manage investment risk. With a focus on building a long-term relationship, Faraaz aims to help you stay on track to achieve your financial objectives as your life and goals evolve. Whether you are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Faraaz can work with you to develop a comprehensive approach designed to address your financial needs. As a Merrill Lynch Wealth Management Advisor, Faraaz Mohammed Ali is dedicated to helping you reach your financial goals through personalized investment strategies and comprehensive financial solutions.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Emily Kuch
● ClosedMerrill Lynch Financial Advisor Emily Kuch, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Emily works to create flexible plans that adapt to changing market conditions. By participating in the community and volunteering with local organizations, she demonstrates a commitment to serving her clients and understanding their unique needs. Through the Merrill Personal Wealth Analysis™, Emily helps clients build personalized plans centered on their aspirations and priorities. With a focus on family, goals, and priorities, she aims to help clients pursue their financial objectives and navigate life's changes. By listening to clients and understanding their investing preferences through the Investment Personality Assessment, Emily can customize financial approaches to align with what matters most to each individual. Through ongoing conversations and regular reviews, she helps clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. With a mission to understand each client personally and design plans that reflect their personality and priorities, Emily works to turn aspirations into reality and provide guidance to help manage investment risk. By offering dedicated one-on-one relationships and comprehensive financial solutions, Emily and the Merrill Lynch team prioritize clients' needs and provide insights, tips, and strategies to help them live their best financial lives.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Jennifer R Runfola
● ClosedMerrill Lynch Financial Advisor Jennifer R Runfola is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. Senior Vice President, Wealth Management Advisor Anthony (Tony) Miranda, CFP®, CRPC™, CPFA, leads the team with his expertise in individual wealth management and retirement planning. At Merrill Lynch, the financial advisors focus on building strong client relationships based on trust and personalized service. The team uses a disciplined planning process to understand each client's unique concerns and goals, such as retirement planning, education funding, and wealth transfer. By getting to know each client, their priorities, and goals, the team can help address financial challenges and opportunities.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Sally D Abell
● ClosedMerrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Daryl S Planter
● ClosedMerrill Lynch Financial Advisor Daryl S Planter, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to building strong relationships with clients and helping them make important financial decisions. With over 20 years of experience in the financial services industry, Daryl specializes in managing individual wealth through various market cycles and tailoring investment strategies to meet each client's unique needs. As a Senior Financial Advisor, Daryl focuses on retirement planning and works closely with clients to understand their goals and priorities. Daryl and his team at Merrill Lynch Wealth Management offer personalized financial planning services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial goals. By taking the time to understand each client's investment personality and preferences, Daryl creates customized strategies to help them pursue what matters most to them. With access to the resources of Merrill and Bank of America, Daryl helps clients manage, grow, and preserve their wealth for the future.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Boyd C Wible
● ClosedMerrill Lynch Financial Advisor Boyd C Wible is located at 50 Fountain Plaza, Buffalo, New York, United States. This institution offers finance services, with a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The team is led by Senior Vice President, Wealth Management Advisor Anthony (Tony) Miranda, who holds multiple professional designations and has been with Merrill Lynch Wealth Management since 1997. The institution offers customized wealth management planning to address individual concerns and goals, such as retirement planning, education funding, and wealth transfer. The team at Merrill Lynch believes in getting to know each client personally to create a financial approach that reflects their unique needs and priorities. They offer access to a global network of research and specialists to help clients optimize their short- and long-range goals. The institution also provides tools such as the Merrill Personal Wealth Analysis™ to help clients track changes in their life and financial goals. Merrill Lynch Financial Advisor Boyd C Wible is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial solutions.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Signity Financial
● OpenSignity Financial is a leading financial institution located at 350 Essjay Road in Buffalo, New York. Specializing in finance, Signity Financial offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Signity Financial provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for the future, or manage your finances more effectively, Signity Financial is dedicated to helping you succeed. Visit us today to learn more about how we can help you secure your financial future.
350 Essjay Rd, Buffalo, NY 14221, United States -
Merrill Lynch Financial Advisor Devin S. Joslyn
● ClosedMerrill Lynch Financial Advisor Devin S. Joslyn, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The institution, part of DBSR & Associates, offers access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at DBSR & Associates works together to put you, the client, at the center of the financial planning process, helping you identify and prioritize your personal goals. With a personalized financial strategy aligned with your aspirations, the team aims to help you manage, grow, and preserve your wealth for the future. The institution values open communication and encourages you to ask questions about your financial goals and priorities. By utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach that aligns with your values. The team is committed to helping you make informed investment decisions that can lead to achieving your meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education.
50 Fountain Plz #1100, Buffalo, NY 14202, United States -
The Reinhold Group - UBS Financial Services Inc.
● OpenThe Reinhold Group - UBS Financial Services Inc. is a leading finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in a wide range of financial services, including investment planning, wealth management, and retirement planning, The Reinhold Group offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Ann Marie Williams
● ClosedMerrill Lynch Financial Advisor Ann Marie Williams is a trusted finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. The team of talented and experienced individuals, led by Senior Vice President Anthony (Tony) Miranda, is committed to providing exemplary client service and personalized financial planning. Recognized by Forbes for their wealth management services, Merrill Lynch offers customized wealth management planning to address individual concerns and goals. With a focus on building strong client relationships based on trust, Merrill Lynch Wealth Management Advisors work to understand each client's unique priorities and financial situation. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team helps clients create a personalized financial approach centered on their goals and aspirations. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch is dedicated to helping clients achieve their financial goals. With access to a global network of research and specialists, Merrill Lynch provides the latest investment insights, tips, and strategies to help clients live their best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Ann Marie Williams offers comprehensive financial solutions to help clients navigate the complexities of their financial lives.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor William G. Kuch
● ClosedMerrill Lynch Financial Advisor William G. Kuch is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding the things you care about most - family, goals, and priorities - and how they may change over time. The institution offers a personalized approach to help clients pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial strategies to meet individual needs and preferences. The advisors at Merrill Lynch work with clients to create and implement personalized plans to help manage, grow, and preserve wealth while addressing investment risk. They stay engaged with clients, regularly reviewing goals and progress to ensure they remain on track. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial solutions to help clients achieve their goals. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives. By working with a dedicated Merrill advisor, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Bryan Richard Mackey
● ClosedMerrill Lynch Financial Advisor Bryan Richard Mackey is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting to changes over time. Through conversations, we identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. With the support of Merrill's global resources, we offer personalized financial approaches tailored to your needs. Our mission is to understand you, your goals, and what matters most to you, helping you design and implement a personalized plan to achieve financial success. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your life and goals change, we update your financial approach to reflect these changes. Let us work together to help you achieve your financial goals and live your best financial life.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor J. Austin Houlding
● ClosedMerrill Lynch Financial Advisor J. Austin Houlding, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized financial advice and guidance. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial planning, helping you prioritize and achieve your personal goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. Recognized for their exemplary client service, the team has been featured in various financial industry publications, including Forbes and Barron's. They offer a goals-based wealth management approach that puts you at the center of the process, ensuring that your unique priorities and needs are addressed. By utilizing the Investment Personality Assessment, they tailor their financial approach to align with your goals and preferences, helping you make informed decisions at every stage of life.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Graziano Spagnolo
● ClosedMerrill Lynch Financial Advisor Graziano Spagnolo, located at 50 Fountain Plaza in Buffalo, New York, offers personalized financial advice and guidance to help you achieve your goals. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Recognized for their exemplary client service, the team has received accolades from Forbes and Barron's for their wealth management expertise. By understanding your unique financial situation and goals, the team can create a customized wealth management strategy tailored to your needs. Through the Merrill Personal Wealth Analysis™, they can help you document and track your progress towards achieving your goals. With a focus on ongoing communication and adjustments to your financial approach as needed, the team is dedicated to helping you navigate life's changes and market fluctuations. Let Merrill Lynch Financial Advisor Graziano Spagnolo be your primary source for financial advice and guidance, and work with you to achieve your financial goals.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Michael Ferranti
● ClosedMerrill Lynch Financial Advisor Michael Ferranti, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael and his team work to build strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized plan centered on their goals and focused on achieving what matters most to them. By understanding each client's unique financial situation and aspirations, Michael helps design and implement a plan to help them pursue their financial goals while managing investment risk.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Matthew E. Ryan
● ClosedMerrill Lynch Financial Advisor Matthew E. Ryan is located at 50 Fountain Plaza, Buffalo, New York, United States. Specializing in finance, DBSR & Associates believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their goal is to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The team at DBSR & Associates works together to offer a personalized strategy that prioritizes your goals and puts you at the center of the planning process. They can assist with a variety of financial needs, such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the long term.
50 Fountain Plz #1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Samuel E Cappiello
● ClosedMerrill Lynch Financial Advisor Samuel E Cappiello, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel Cappiello can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, he demonstrates a commitment to serving his clients and understanding their needs. Through the Merrill Personal Wealth Analysis™, Samuel can create a personalized plan centered on your aspirations and priorities, adjusting it as your life and goals evolve. As a Merrill Lynch Wealth Management Advisor, he focuses on building long-term relationships with clients, helping them pursue their financial objectives through thoughtful planning and strategic investment decisions. By getting to know you personally and understanding your unique financial situation, Samuel Cappiello can design a customized approach to help you achieve your goals while managing investment risk. With a dedication to putting clients first and providing comprehensive financial solutions, Samuel Cappiello is committed to helping you live your best financial life.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Carl Edward Nagel - UBS Financial Services Inc.
● OpenCarl Edward Nagel - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at Carl Edward Nagel - UBS Financial Services Inc. is comprised of experienced professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Carl Edward Nagel - UBS Financial Services Inc. is here to help you every step of the way.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
New Buffalo Group
● ClosedThe New Buffalo Group is a finance and insurance agency located at 1876 Niagara Falls Boulevard in Tonawanda, New York. With a strong focus on providing top-notch financial and insurance services, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team at New Buffalo Group is committed to providing personalized and professional service to all clients, ensuring that their needs are met with the highest level of expertise and care. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial matter, the New Buffalo Group is here to help. Contact them today to learn more about the services they offer and how they can assist you in securing your financial future.
1876 Niagara Falls Blvd Suite 105, Tonawanda, NY 14150, United States -
Davis Financial
● OpenDavis Financial is a finance institution located at 3685 Harlem Road in Buffalo, New York, United States. We offer Securities and Advisory Services through Cadaret Grant & Co., Inc., a Registered Investment Advisor and Member of FINRA/SIPC. Our data submission process is secure and ensures the confidentiality of our clients' information. Davis Financial and Cadaret Grant & Co., Inc. operate as separate entities, providing comprehensive financial services to our clients. Please feel free to check the background of our investment professionals for your peace of mind.
3685 Harlem Rd, Buffalo, NY 14215, United States -
Sell My House Fast Buffalo
● OpenWelcome to Sell My House Fast Buffalo, your trusted partner in hassle-free home selling located at 567 Exchange Street, Buffalo, New York 14210. Specializing in quick, efficient, and stress-free real estate transactions, we offer Buffalo homeowners an easy alternative to the traditional home selling process. Our mission is to simplify and expedite your home sale, providing you with a fair, all-cash offer and the flexibility to sell on your terms. At Sell My House Fast Buffalo, we understand that selling a home can often be a time-consuming and stressful experience. That's why we’re committed to offering a streamlined process that eliminates the need for repairs, renovations, or cleaning. Whether you’re avoiding foreclosure, dealing with a divorce, moving, or facing any challenging situation, we’re here to help. We buy homes in any condition and handle all the details, so you don’t have to.
567 Exchange Street, Buffalo, New York 14210, United States -
Walsh Duffield Companies, Inc.
● ClosedWalsh Duffield Companies, Inc. is a reputable health insurance agency located at 801 Main Street in Buffalo, New York, United States. With a strong commitment to providing comprehensive insurance solutions, they specialize in offering personalized and tailored coverage options to meet the unique needs of individuals and families. Their team of experienced professionals is dedicated to helping clients navigate the complex world of health insurance, ensuring they have access to quality care and financial protection. Trust Walsh Duffield Companies, Inc. for all your health insurance needs.
801 Main St, Buffalo, NY 14203, United States -
Father Son & Associates LLC
● ClosedFather Son & Associates LLC is a reputable insurance agency located at 16 Lake Avenue in Buffalo, New York. Our team is dedicated to providing personalized insurance solutions to meet the needs of our clients. With a focus on customer service and satisfaction, we work with a variety of top insurance carriers to offer a wide range of coverage options. Whether you're looking for auto, home, life, or business insurance, we are here to help. Call us today at (716) 823-1801 for a quote. Hablamos Espanol.
16 Lake Ave, Buffalo, NY 14219, United States -
Accardo Agency, Inc.
● OpenAccardo Agency, Inc. is a reputable insurance agency located at 333 International Drive in Buffalo, New York. With a commitment to providing top-notch insurance solutions to individuals and businesses in the area, Accardo Agency, Inc. offers a wide range of insurance products including auto, home, life, and business insurance. Their team of experienced agents is dedicated to helping clients find the best coverage options that suit their needs and budget. Whether you are looking for personal or commercial insurance, Accardo Agency, Inc. is your go-to destination for reliable and comprehensive insurance services.
333 International Dr, Buffalo, NY 14221, United States -
Alliance Advisory Group
● ClosedAlliance Advisory Group is a leading finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help clients achieve their goals and protect their assets. With a focus on building long-term relationships and delivering exceptional service, Alliance Advisory Group is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
600 Delaware Ave, Buffalo, NY 14202, United States -
M. Sadiqur Rahman
● OpenM. Sadiqur Rahman is a reputable doctor located at 565 Abbott Road in Buffalo, New York. Dr. Rahman specializes in providing high-quality healthcare services to patients in the area. With a focus on patient care and well-being, Dr. Rahman is known for his expertise and compassionate approach to medicine. Whether you are in need of a routine check-up or treatment for a specific health issue, you can trust Dr. Rahman to provide the personalized care you deserve. Visit M. Sadiqur Rahman for top-notch medical care in Buffalo, New York.
565 Abbott Rd, Buffalo, NY 14220, United States -
Lefko John
● OpenLefko John is a reputable accounting and finance institution located at 1961 Wehrle Drive in Buffalo, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, Lefko John is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to see how they can help you achieve your financial goals.
1961 Wehrle Dr # 6, Buffalo, NY 14221, United States -
Kaufman Utz Accounting LLC
● ClosedKaufman Utz Accounting LLC is a reputable accounting and finance institution located at 113 West Buffalo Street in Warsaw, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Kaufman Utz Accounting LLC for all your accounting and finance needs.
113 W Buffalo St, Warsaw, NY 14569, United States -
Lifeline Capital Consulting LLC
● OpenLifeline Capital Consulting LLC is a finance institution located at 229 West Genesee Street in Buffalo, New York, United States. Our team of experienced professionals provides expert financial consulting services to help individuals and businesses navigate the complexities of the financial world. From investment strategies to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
229 W Genesee St Suite #415, Buffalo, NY 14202, United States
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