TOP 10 Personalized financial service in Buffalo, New York
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Divorce Mediation Services of Buffalo LLC
● OpenDivorce Mediation Services of Buffalo LLC is a professional mediation firm located at 300 International Drive in Buffalo, New York. Our experienced mediators offer a confidential and impartial environment for couples seeking to navigate the complexities of divorce. We provide personalized solutions to help couples reach mutually beneficial agreements on issues such as property division, child custody, and financial support. Our goal is to facilitate a peaceful and efficient resolution to divorce proceedings, allowing clients to move forward with their lives. Contact us today to learn more about our services and how we can help you through this challenging time.
300 International Dr #217, Buffalo, NY 14221, United States -
Planned Futures Financial Group, LLC
● OpenPlanned Futures Financial Group, LLC is a leading finance institution located at 300 Corporate Parkway in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping clients plan for a secure and prosperous future. We offer a wide range of financial services, including retirement planning, investment management, and estate planning. At Planned Futures Financial Group, LLC, we prioritize personalized service and tailor our recommendations to meet each client's unique financial goals and objectives. Contact us today to schedule a consultation and take the first step towards securing your financial future.
300 Corporate Pkwy, Buffalo, NY 14226, United States -
Praxis Financial Group
● OpenPraxis Financial Group is a leading finance institution located at 600 Delaware Avenue in Buffalo, New York. With a strong reputation for excellence in financial services, Praxis Financial Group offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized advice and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Praxis Financial Group is committed to delivering exceptional service and results. Contact them today to learn more about how they can help you secure your financial future.
600 Delaware Ave, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Todd R Mann
● ClosedMerrill Lynch Financial Advisor Todd R Mann is a reputable finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a team of experienced professionals led by Todd R Mann, they offer personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Todd R Mann is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, knowledgeable, and committed to excellence, they are a trusted partner in helping you secure your financial future.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Joseph T Beecher
● ClosedMerrill Lynch Financial Advisor Joseph T Beecher is a trusted institution located at 50 Fountain Plaza, Buffalo, New York, United States. With over 15 years of experience in the Financial Services Industry, Joseph Beecher specializes in advising corporate retirement plans and creating investment plans for high net worth individuals, retirees, and small business owners. He is dedicated to helping clients achieve their financial goals through a disciplined investment strategy and personalized service. Joe Beecher is actively involved in the community and serves on various boards and committees. At Merrill Lynch Wealth Management, Joseph Beecher and his team focus on building strong client relationships based on trust and understanding. They offer personalized investment strategies tailored to each client's unique needs and priorities. By getting to know you personally and keeping track of changes in your life and the financial markets, they can help you stay on track to achieve your goals.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Gramkee Financial Consulting
● OpenGramkee Financial Consulting is a leading financial institution located at 1207 Delaware Avenue in Buffalo, New York. With a team of experienced financial advisors, we provide comprehensive financial consulting services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, our experts are here to guide you every step of the way. Trust Gramkee Financial Consulting to provide personalized solutions tailored to your individual needs and circumstances. Reach out to us today to schedule a consultation and take control of your financial future.
1207 Delaware Ave, Buffalo, NY 14209, United States -
Davis & Bartholomew Financial Services
● ClosedDavis & Bartholomew Financial Services is a reputable finance institution located at 134 Newburgh Avenue in Buffalo, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we provide personalized solutions tailored to each client's unique needs. Trust Davis & Bartholomew Financial Services to help you secure your financial future.
134 Newburgh Ave, Buffalo, NY 14211, 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 -
Next Financial
● ClosedNext Financial is a leading financial institution located at 4043 Maple Road in Buffalo, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning, investment management, and wealth building strategies. With a focus on customer service and a commitment to excellence, Next Financial is your trusted partner in navigating the complex world of finance. Contact us today to learn more about how we can help you secure a brighter financial future.
4043 Maple Rd, Buffalo, NY 14226, United States -
Crossbar Wealth Partners - UBS Financial Services Inc.
● OpenCrossbar Wealth Partners - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, Crossbar Wealth Partners offers a wide range of wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Crossbar Wealth Partners - UBS Financial Services Inc. is committed to helping you secure your financial future.
250 Delaware Ave Suite 610, Buffalo, NY 14202, United States -
ROI Financial Group
● ClosedROI Financial Group is a leading finance institution located at 7 Limestone Drive in Buffalo, New York, United States. With a focus on delivering exceptional financial services to individuals and businesses, ROI Financial Group offers a wide range of solutions including investment management, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, ROI Financial Group is here to provide expert guidance and personalized solutions. Visit us today to learn how we can help you reach your financial goals.
7 Limestone Dr, Buffalo, NY 14221, United States -
Florian Financial Group LLC
● OpenFlorian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.
1825 Maple Rd # 240, Buffalo, NY 14221, United States -
Buffalo Financial
● ClosedBuffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management. Our goal is to provide our clients with financial peace of mind through personalized, objective advice that empowers them to pursue their passions, dreams, and talents. We offer a range of services, including asset management tailored to each client's unique situation, personalized financial planning that can be adjusted as life changes occur, and sophisticated investment solutions designed to help you achieve your goals. At Buffalo Financial, we always act in your best interests, ensuring that your financial well-being is our top priority.
4990 Transit Rd, Depew, NY 14043, United States -
Hightower Advisors LLC/Hightower Buffalo
● ClosedHightower Buffalo is a boutique wealth management practice located at 747 Hopkins Road in Buffalo, New York, United States. Our team of professionals is dedicated to helping successful families and individuals achieve their financial goals with honesty, transparency, and integrity. With over 100 years of combined experience, we provide personalized financial planning strategies and investment solutions tailored to your interests and long-term objectives. As fiduciaries, we prioritize your best interests and strive to offer you a comprehensive view of your wealth through access to top-tier industry resources, research, and vendors. Our client-focused approach ensures that you receive excellent service, individualized attention, and trustworthy advice. Whether you are an individual, family, professional athlete, entertainer, corporation, or business owner, we are here to support your financial well-being and build a foundation of trust with you.
747 Hopkins Rd, Buffalo, NY 14221, United States -
Kautz Financial
● ClosedKautz 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.
1967 Wehrle Dr Suite 7, Buffalo, NY 14221, United States -
W Coppola Tax Services Inc
● OpenW. Coppola Tax Services Inc is a prestigious tax preparation, accounting, and consulting firm located at 3625 Seneca Street in Buffalo, New York. With over 40 years of experience, we specialize in personal income tax preparation, small business consulting, business financial statement filings, and sales tax audits. Our team of experts is dedicated to using our extensive knowledge of the tax code to benefit your family and business. Since 1981, we have been providing personalized tax preparation and accounting services to clients throughout Western New York. With certified training and expertise, we can help you navigate your financial situation with ease. Whether you need an accountant-on-call or assistance with your 1040 income tax return, we are here to guide you every step of the way.
3625 Seneca St, Buffalo, NY 14224, United States -
The Left Brain Accounting & Bookkeeping Services
● OpenThe Left Brain Accounting & Bookkeeping Services is a reputable institution located at 632 West Ferry Street in Buffalo, New York, United States. Specializing in accounting and finance, our team of skilled professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients manage their finances effectively and achieve their financial goals. Whether you need help with bookkeeping, tax preparation, or financial planning, The Left Brain Accounting & Bookkeeping Services is here to assist you every step of the way. Trust us to handle your financial needs with precision and expertise.
632 W Ferry St #100, Buffalo, NY 14222, United States -
Ahrens Financial Group
● OpenAhrens Financial Group is a reputable finance institution located at 300 Corporate Parkway in Buffalo, New York, United States. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their goal is to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Ahrens Financial Group is dedicated to providing personalized and comprehensive financial solutions.
300 Corporate Pkwy, Buffalo, NY 14226, United States -
Fiduciary financial planning
● OpenFiduciary Financial Planning is a reputable finance institution located at 4511 Harlem Road in Buffalo, New York. Our team of experienced financial planners is dedicated to providing personalized and trustworthy financial advice to help our clients achieve their goals. As a fiduciary, we always act in our clients' best interests, ensuring transparency and integrity in our services. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Fiduciary Financial Planning is here to help you navigate the complexities of finance with confidence and peace of mind.
4511 Harlem Rd, Buffalo, NY 14226, United States -
Vision Financial Group
● ClosedVision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.
6500 Sheridan Dr #300, Buffalo, NY 14221, United States -
Timberline Financial
● OpenTimberline Financial is a reputable finance institution located at 115 Lawrence Bell Drive in Buffalo, New York, United States. We specialize in providing a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through tailored solutions and expert advice. Whether you need assistance with investments, loans, or financial planning, Timberline Financial is here to help you navigate the complexities of the financial world with confidence and success. Contact us today to learn more about how we can assist you in securing your financial future.
115 Lawrence Bell Dr, Buffalo, NY 14221, 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 -
PPS Pension & Financial Services
● ClosedPPS Pension & Financial Services is a reputable finance institution located at 8660 Sheridan Drive in Buffalo, New York. With a focus on providing top-notch pension and financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement or looking to grow your investments, PPS Pension & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
8660 Sheridan Dr, Buffalo, NY 14221, United States -
Hudson Advisor Services
● ClosedHudson Advisor Services is a leading financial institution located at 237 Main Street in Buffalo, New York, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, Hudson Advisor Services is committed to delivering high-quality financial solutions tailored to each individual's unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
237 Main St, Buffalo, NY 14203, United States -
Merrill Lynch Financial Advisor David J. Siwiec
● ClosedMerrill Lynch Financial Advisor David J. Siwiec, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that values teamwork and involvement in building strong relationships with clients. The team at DBSR & Associates, including advisors and wealth management client associates, provides access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, offering personalized strategies to help you achieve your financial goals. By prioritizing your personal aspirations and goals, the team works with you to develop a tailored financial plan that considers your future needs and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to create a customized approach. The team is committed to helping you stay on track and adapt your financial approach as your life and goals evolve. With a focus on exemplary client service, Merrill Lynch advisors have received recognition from financial industry publications. Let Merrill Lynch Financial Advisor David J. Siwiec help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals.
50 Fountain Plz #1100, Buffalo, NY 14202, United States -
Merrill Lynch Financial Advisor Martin A Zaklikowski
● ClosedMerrill Lynch Financial Advisor Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.
580 Main St Suite 1100, Buffalo, NY 14202, 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
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