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Personalized tax consulting in Williamsville, New York

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    #1

    Urschel's Tax Service

    ● Open

    Urschel's Tax Service is a reputable accounting and finance institution located at 506 Sagewood Terrace in Williamsville, New York, United States. With a team of experienced professionals, Urschel's Tax Service offers a wide range of tax services to individuals and businesses, helping clients navigate the complex world of taxes and finances with ease. Whether you need help with tax preparation, planning, or consulting, Urschel's Tax Service is dedicated to providing personalized and reliable services to meet your needs. Trust Urschel's Tax Service for all your accounting and finance needs.

    506 Sagewood Terrace, Williamsville, NY 14221, United States
    716-633-2955
    Details
  • 5 1
    #2

    Gentner Tax Associates

    ● Open

    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.

    1961 Wehrle Dr Suite 1, Williamsville, NY 14221, United States
    716-688-1050
    gentnertax.com
    Gentner Tax Associates Gentner Tax Associates Gentner Tax Associates
    Details
  • 3.7 15
    #3

    The Empire Branch | Equitable Advisors

    ● Open

    The Empire Branch of Equitable Advisors is a finance institution located at 350 Essjay Road in Williamsville, New York. Our team of experienced financial advisors are dedicated to providing our clients with personalized financial planning and investment strategies to help them achieve their long-term goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and start building a secure financial future.

    350 Essjay Rd #300, Williamsville, NY 14221, United States
    716-626-2500
    empirestate.equitableadvisors.com
    The Empire Branch | Equitable Advisors The Empire Branch | Equitable Advisors The Empire Branch | Equitable Advisors
    Details
  • 4.7 72
    #4

    Marc Scherrer - State Farm Insurance Agent

    ● Open

    Marc Scherrer - State Farm Insurance Agent is a trusted insurance agency located at 2161 Sheridan Drive in Tonawanda, New York. With over 27 years of insurance experience, Marc Scherrer is dedicated to helping the community of Erie County with all their insurance needs. Whether you're looking for Home and Auto, Renters, or Life insurance, the knowledgeable team at Marc Scherrer's office will ensure you find the coverage that fits your needs. The agency also offers insurance for snow mobiles, boats, ATVs, camping trailers, and motorhomes. They are committed to providing exceptional service to both existing and new customers, helping them choose the correct policies for themselves and their loved ones. Serving areas such as Tonawanda, Buffalo, Kenmore, Williamsville, and more, the team at Marc Scherrer Agency has over 65 years of combined experience in helping the people of Erie County with their insurance needs.

    2161 Sheridan Dr, Tonawanda, NY 14223, United States
    716-875-0524
    marcscherrer.net
    Marc Scherrer - State Farm Insurance Agent Marc Scherrer - State Farm Insurance Agent Marc Scherrer - State Farm Insurance Agent
    Details
  • 4.9 123
    #5

    Michele Proietti - State Farm Insurance Agent

    ● Open

    Michele Proietti - State Farm Insurance Agent is a reputable insurance agency located at 3140 Sheridan Drive, Amherst, New York, United States. At this institution, online auto quotes are not available, so customers are encouraged to call or text during regular business hours for assistance. To celebrate Women's History Month, the agency is giving away a gift basket featuring products from women-owned businesses in Western New York. Michele Proietti, the local State Farm Agent, has over two decades of insurance experience and is dedicated to helping policyholders in Amherst, Buffalo, Williamsville, Tonawandas, Niagara Falls, and beyond. The agency also has a second location in Williamsville. The team at Michele Proietti Agency is committed to providing personalized insurance solutions to protect customers' income and assets. They offer a range of insurance products including auto, life, homeowners, small business, and pet insurance. The agency's staff, including Alicia, Jasmine, and Lee Ann, are experienced professionals who are passionate about helping customers find the right coverage. State Farm insurance products are underwritten by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Additionally, deposit products are offered by U.S. Bank National Association, and credit card services are provided by U.S. Bank National Association under a license from Visa U.S.A. Inc. Customers are advised to consult with their State Farm agent regarding pre-existing conditions or any changes in their insurance policies. State Farm is not responsible for the content of third-party sites and recommends consulting a tax or legal advisor for personalized advice.

    3140 Sheridan Dr Ste 102, Amherst, NY 14226, United States
    716-838-3500
    micheleproietti.com
    Michele Proietti - State Farm Insurance Agent Michele Proietti - State Farm Insurance Agent Michele Proietti - State Farm Insurance Agent
    Details
  • 4.7 79
    #6

    The Financial Guys

    ● Open

    The Financial Guys is an independent wealth management firm located at 305 Spindrift Drive in Williamsville, New York. They specialize in providing investment and insurance services for individuals, families, and businesses. Their goal-based and comprehensive approach helps clients develop a personalized financial strategy. The Financial Guys are committed to putting their clients first and offering a wide range of financial products and services. They also support Western New York Veterans through donations. The firm offers workshops and classes on various financial topics, such as taxes, retirement planning, and estate planning. Securities are offered through Peak Brokerage Services, LLC. Residents of select states are eligible for investment products and services. The Financial Guys encourage prospective clients to take a short questionnaire to determine their Risk Score and find the right investment strategy for them.

    305 Spindrift Dr, Williamsville, NY 14221, United States
    716-633-1515
    thefinancialguys.com
    The Financial Guys The Financial Guys The Financial Guys
    Details
  • 5 7
    #7

    Michele Proietti - State Farm Insurance Agent

    ● Open

    Michele Proietti - State Farm Insurance Agent is a local insurance agency located at 4140 Sheridan Drive, Williamsville, New York, United States. Unfortunately, online auto quotes are not available at this time, but you can contact the office during regular business hours for assistance. Michele Proietti has over two decades of insurance experience and is dedicated to serving policyholders in Amherst, Buffalo, Williamsville, Tonawandas, Niagara Falls, and more. To celebrate Women's History Month, the agency is giving away a gift basket showcasing women-owned businesses in Western New York. Michele Proietti and her team are actively involved in the local community, participating in events such as the Annual University United Festival and supporting organizations like the Niagara Police Athletic League.

    4140 Sheridan Dr Suite 6, Williamsville, NY 14221, United States
    716-631-9520
    micheleinsuresme.com
    Michele Proietti - State Farm Insurance Agent Michele Proietti - State Farm Insurance Agent Michele Proietti - State Farm Insurance Agent
    Details
  • #8

    Gold Crown Services LLC

    ● Open

    Gold Crown Services LLC is a trusted finance institution located at 340 Harris Hill Road in Williamsville, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a focus on personalized service and attention to detail, Gold Crown Services LLC is committed to helping you secure a prosperous financial future.

    340 Harris Hill Rd STE 102, Williamsville, NY 14221, United States
    716-603-9895
    pittsgoldcrownllc.wixsite.com
    Gold Crown Services LLC Gold Crown Services LLC Gold Crown Services LLC
    Details
  • 4.1 7
    #9

    Manage Your Business

    ● Open

    Manage Your Business is a premier institution located at 5792 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to helping entrepreneurs and business owners effectively manage their businesses. Whether you need assistance with financial planning, marketing strategies, or operational efficiency, we are here to provide expert guidance and support. With our personalized approach and proven track record of success, Manage Your Business is the go-to destination for all your business management needs. Contact us today to see how we can help your business thrive and grow.

    5792 Main St, Williamsville, NY 14221, United States
    716-923-4385
    manageyourbiz.com
    Manage Your Business
    Details
  • #10

    New Harbor Financial Management

    ● Open

    New Harbor Financial Management is a reputable finance institution located at 2829 Wehrle Drive in Williamsville, New York, United States. With a team of experienced financial experts, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, New Harbor Financial Management is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.

    2829 Wehrle Dr #5b, Williamsville, NY 14221, United States
    716-204-8100
    newharborfm.com
    Details
  • 3 2
    #11

    Morgan Stanley Financial Advisors

    ● Open

    Morgan Stanley Financial Advisors, located at 450 Essjay Road in Williamsville, New York, is a reputable finance institution that offers a wide range of financial services to individuals and businesses. With a team of experienced financial advisors, Morgan Stanley provides personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for your future, or navigate complex financial decisions, Morgan Stanley Financial Advisors can help you achieve your financial goals. Trust in their expertise and dedication to help you secure your financial future.

    450 Essjay Rd Ste 100, Williamsville, NY 14221, United States
    716-631-4600
    advisor.morganstanley.com
    Morgan Stanley Financial Advisors Morgan Stanley Financial Advisors Morgan Stanley Financial Advisors
    Details
  • 5 10
    #12

    Ocean Wealth Group

    ● Open

    Ocean Wealth Group is a leading finance institution located at 5550 Main Street in Williamsville, New York, United States. Specializing in wealth management and financial planning, our expert team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on ocean-themed sustainability and growth, we offer personalized services tailored to each client's unique needs. Trust Ocean Wealth Group to navigate the complex waters of finance and secure a prosperous future for you and your loved ones.

    5550 Main St Suit 1, Williamsville, NY 14221, United States
    716-458-0051
    oceanwealthgroup.com
    Ocean Wealth Group Ocean Wealth Group
    Details
  • #13

    Nicholle Overkamp

    ● Open

    Nicholle Overkamp is a reputable finance institution located at 29 California Drive in Williamsville, New York, United States. Specializing in financial services, Nicholle Overkamp offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a dedicated team of professionals, they provide a wide range of services including investment planning, retirement planning, wealth management, and more. Trust Nicholle Overkamp to provide you with the expertise and guidance needed to secure your financial future.

    29 California Dr, Williamsville, NY 14221, United States
    716-276-1138
    wilcoxfinancialgroup.com
    Details
  • 5 1
    #14

    Tyrpak Wealth Strategies

    ● Open

    Tyrpak Wealth Strategies is a reputable finance and insurance agency located at 6622 Main Street in Williamsville, New York, United States. With a team of experienced professionals, we offer comprehensive wealth management services to help clients achieve their financial goals. From retirement planning to investment strategies, we provide personalized solutions to meet the unique needs of each individual or business. Trust Tyrpak Wealth Strategies to guide you towards a secure financial future.

    6622 Main St Suite 6, Williamsville, NY 14221, United States
    716-631-1600
    tyrpakwealthstrategies.com
    Tyrpak Wealth Strategies Tyrpak Wealth Strategies Tyrpak Wealth Strategies
    Details
  • #15

    Ogorek Wealth Management LLC

    ● Open

    Ogorek Wealth Management LLC is a finance institution located at 6400 Sheridan Drive in Williamsville, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, we offer tailored solutions to meet your individual needs. Trust Ogorek Wealth Management LLC to help you navigate the complexities of the financial world and secure a prosperous future.

    6400 Sheridan Dr Suite 132, Williamsville, NY 14221, United States
    716-626-5000
    ogorek.com
    Ogorek Wealth Management LLC Ogorek Wealth Management LLC Ogorek Wealth Management LLC
    Details
  • 1 1
    #16

    Fahey Financial

    ● Open

    Fahey Financial is a leading finance institution located at 5500 Main Street in Williamsville, New York, United States. With a team of experienced professionals, Fahey Financial offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Fahey Financial is dedicated to helping you achieve your financial goals. Trust Fahey Financial for expert advice and personalized solutions to secure your financial future.

    5500 Main St, Williamsville, NY 14221, United States
    716-565-0791
    faheyfinancial.com
    Details
  • #17

    Wealth Optimization Network, LLC

    ● Open

    Wealth Optimization Network, LLC is a finance institution located in Buffalo, New York, United States. Our team of experts is dedicated to helping individuals and businesses optimize their wealth through strategic financial planning and investment management. With a focus on personalized solutions and client satisfaction, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you maximize your wealth.

    6631 Main St STE - 1, Williamsville, Buffalo, NY 14221, United States
    716-580-1116
    Wealth Optimization Network, LLC Wealth Optimization Network, LLC Wealth Optimization Network, LLC
    Details
  • 1 1
    #18

    Bailey Financial Group

    ● Open

    Bailey Financial Group is a leading finance institution located at 6779 Main Street in Williamsville, New York, United States. Specializing in providing expert financial services to individuals and businesses, Bailey Financial Group offers a wide range of solutions to help clients achieve their financial goals. With a team of experienced professionals, personalized service, and a commitment to excellence, Bailey Financial Group is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

    6779 Main St, Williamsville, NY 14221, United States
    716-565-5460
    Bailey Financial Group
    Details
  • #19

    Merrill Lynch Financial Advisor Peter T Pane

    ● Open

    Merrill Lynch Financial Advisor Peter T Pane is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. Peter believes in building relationships with clients based on understanding, integrity, and discipline. He offers personalized wealth management services, focusing on clients' financial priorities and goals. With access to resources from Bank of America N.A. and Merrill Lynch Wealth Management, Peter can provide a wide range of services to support clients' needs. He specializes in serving business owners, retirees, corporate executives, and affluent individuals. By listening to clients' needs and goals, Peter creates customized financial plans to help them pursue their aspirations. Through ongoing discussions and updates, he helps clients stay on track to achieve their financial objectives. Peter Pane is dedicated to understanding each client's unique situation and providing tailored solutions to help them reach their goals.

    6245 Sheridan Dr Suite 300, Williamsville, NY 14221, United States
    716-635-4339
    fa.ml.com
    Details
  • #20

    Shafer McGuire Wealth Management Group

    ● Open

    Shafer McGuire Wealth Management Group is a leading financial institution located at 6225 Sheridan Drive in Williamsville, New York. Specializing in wealth management, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized service and tailored solutions, we strive to provide the highest level of financial guidance and support to our clients. Trust Shafer McGuire Wealth Management Group to navigate the complexities of the financial world and help you build a solid foundation for long-term success.

    6225 Sheridan Dr Suite 318, Williamsville, NY 14221, United States
    716-635-8406
    us.rbcwealthmanagement.com
    Details
  • #21

    Rabenold Advisors

    ● Open

    Rabenold Advisors is a trusted financial institution located in the heart of Williamsville, New York. Our team of experienced advisors is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rabenold Advisors is here to provide personalized and professional guidance. Visit us at 5930 Main Street to learn more about how we can help you secure your financial future.

    5930 Main St #400, Williamsville, NY 14221, United States
    716-568-8790
    rabenoldadvisors.com
    Details
  • #22

    Prosperity Wealth Management

    ● Open

    Prosperity Wealth Management is a leading finance institution located at 8201 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support every step of the way. Trust Prosperity Wealth Management to help you secure a prosperous financial future.

    8201 Main St # 9, Williamsville, NY 14221, United States
    716-633-8000
    prosperitywealthmanagement.com
    Details
  • #23

    Lighthouse Capital Associates

    ● Open

    Lighthouse Capital Associates is a finance institution located at 2805 Wehrle Drive in Williamsville, New York, United States. Specializing in wealth management and investment services, Lighthouse Capital Associates provides personalized financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, the institution offers a range of services including financial planning, retirement planning, and investment management. By leveraging their expertise and resources, Lighthouse Capital Associates strives to provide clients with a secure financial future.

    2805 Wehrle Dr # 14, Williamsville, NY 14221, United States
    716-565-3402
    Lighthouse Capital Associates Lighthouse Capital Associates Lighthouse Capital Associates
    Details
  • 4.2 5
    #24

    Sherwood Financial Management

    ● Open

    Sherwood Financial Management is a fee-only financial planning and wealth management firm located at 8463 Sheridan Drive in Williamsville, New York. Our goal is to help you live your best life today while planning responsibly for tomorrow. As a professional and small business owner, our founder Tracy Sherwood understands the demands on your time and the challenges of managing both business and personal finances. We offer services to help you navigate unexpected changes, minimize taxes, and invest wisely. With a focus on building relationships and trust, we work with clients to achieve financial clarity, make informed decisions, and reach their personal goals. Our team of certified financial planners adheres to the highest standards of competence, ethical behavior, and professionalism. Contact us at (716) 302-4265 or email [email protected] to schedule an appointment and start planning for your financial future.

    8463 Sheridan Dr, Williamsville, NY 14221, United States
    716-302-4265
    sherwoodfinancialmanagement.com
    Sherwood Financial Management Sherwood Financial Management
    Details
  • 5 3
    #25

    Haven Financial Planning

    ● Open

    Haven Financial Planning is a leading financial institution located at 8469 Sheridan Drive in Williamsville, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide you with the guidance and support you need. Trust Haven Financial Planning to secure your financial future and provide you with peace of mind.

    8469 Sheridan Dr, Williamsville, NY 14221, United States
    716-458-1900
    havenplanning.com
    Haven Financial Planning Haven Financial Planning Haven Financial Planning
    Details
  • 5 1
    #26

    Merrill Lynch Wealth Management

    ● Open

    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.

    6245 Sheridan Dr Suite 300, Williamsville, NY 14221, United States
    716-635-4300
    local.ml.com
    Details
  • 5 18
    #27

    Countryside Financial - Abbey Gwin, CERTIFIED FINANCIAL PLANNER™

    ● Open

    Countryside Financial - Abbey Gwin, CERTIFIED FINANCIAL PLANNER™ is a finance institution located at 8600 Main Street in Williamsville, New York, United States. Specializing in financial planning and investment management, Abbey Gwin and her team provide personalized services to help clients achieve their financial goals. With a focus on comprehensive financial planning and a commitment to client education, Countryside Financial is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

    8600 Main St Suite 1, Williamsville, NY 14221, United States
    716-256-1330
    countrysidefinancialny.com
    Countryside Financial - Abbey Gwin, CERTIFIED FINANCIAL PLANNER™ Countryside Financial - Abbey Gwin, CERTIFIED FINANCIAL PLANNER™ Countryside Financial - Abbey Gwin, CERTIFIED FINANCIAL PLANNER™
    Details
  • 4.6 42
    #28

    Block Advisors

    ● Open

    Block Advisors is a trusted institution specializing in accounting and finance services, located at 5311 Main Street in Williamsville, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Block Advisors is here to help you navigate the complexities of the financial world. Visit us today to see how we can assist you in achieving your financial goals.

    5311 Main St, Williamsville, NY 14221, United States
    716-631-0510
    blockadvisors.com
    Block Advisors Block Advisors Block Advisors
    Details
  • #29

    Steven A. Sackel - RBC Wealth Management Financial Advisor

    ● Open

    Steven A. Sackel is a financial advisor at RBC Wealth Management located at 6225 Sheridan Drive in Williamsville, New York. With a focus on personalized financial planning and wealth management, Steven A. Sackel provides expert guidance to clients looking to achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Steven A. Sackel can help you create a customized strategy to help you reach your objectives. Trust in his expertise and experience to guide you towards financial success.

    6225 Sheridan Dr Suite 318, Williamsville, NY 14221, United States
    716-635-8432
    us.rbcwealthmanagement.com
    Steven A. Sackel - RBC Wealth Management Financial Advisor
    Details
  • #30

    John G Miskey III - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open

    John G Miskey III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Specializing in finance, John G Miskey III holds multiple 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®. These certifications demonstrate expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment management, and more. John G Miskey III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

    6622 Main St Suite 2, Williamsville, NY 14221, United States
    716-565-3880
    ameripriseadvisors.com
    John G Miskey III - Private Wealth Advisor, Ameriprise Financial Services, LLC John G Miskey III - Private Wealth Advisor, Ameriprise Financial Services, LLC
    Details
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