TOP 10 Planning strategies in Orchard Park, New York

The AG Group, CPA's & Consultants, LLC is a leading accounting and consulting firm located at 3859 North Buffalo Street in Orchard Park, New York. With a team of experienced professionals, we provide a wide range of services including tax preparation, auditing, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.

Longevity Wealth Partners is a reputable finance institution located at 6455 Lake Avenue in Orchard Park, New York. Our team of experienced financial advisors is dedicated to helping clients achieve long-term financial security and prosperity. We offer personalized wealth management services tailored to each individual's unique goals and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Longevity Wealth Partners is here to provide expert guidance and support every step of the way. Trust us to help you secure a prosperous future for yourself and your loved ones.

Ferraro CPA Services P.C. is a professional accounting and finance institution located at 3656 Abbott Road in New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Our team of experienced Certified Public Accountants is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with tax compliance, financial reporting, or strategic planning, Ferraro CPA Services P.C. is here to help. Contact us today to learn more about how we can support your financial success.

Prudential Advisors is a leading financial institution located at 3085 Southwestern Boulevard in Orchard Park, New York, United States. As a trusted provider of financial services, Prudential Advisors offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, Prudential Advisors is committed to providing top-quality financial planning, investment management, and insurance services to individuals and businesses. Whether you are planning for retirement, saving for your child's education, or looking to protect your assets, Prudential Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Paul D. Voytovich, CPA, CFP is a reputable accounting and finance institution located at 3778 North Buffalo Street in Orchard Park, New York, United States. With expertise in both tax preparation and financial planning, they provide a wide range of services to individuals and businesses alike. The team at Paul D. Voytovich is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with tax filing, retirement planning, or investment strategies, their experienced professionals are here to help. Trust Paul D. Voytovich, CPA, CFP for all your accounting and finance needs.

Jeffrey L Offhaus CPA LLC is a reputable accounting and finance institution located at 240 Redtail in Orchard Park, New York, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Whether you need help with tax filing or financial consulting, Jeffrey L Offhaus CPA LLC is committed to delivering top-notch solutions tailored to your specific needs.

Jewell & DiSimone CPAs PLLC is a reputable accounting and finance institution located at 3115 Southwestern Boulevard in Orchard Park, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Jewell & DiSimone CPAs PLLC for reliable and accurate financial solutions tailored to their specific needs.

Bos Business Consultants is a leading consulting firm located at 6925 East Quaker Street in Orchard Park, New York. Our team of experienced consultants provides expert advice and solutions to help businesses achieve their goals and maximize their success. Whether you need assistance with strategic planning, financial management, marketing strategies, or any other aspect of your business, our team is here to help. Contact us today to learn more about how Bos Business Consultants can support your business growth and development.

Jeffrey Hansgen - Morgan Stanley is a finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. As a branch of the prestigious Morgan Stanley financial services firm, Jeffrey Hansgen offers a wide range of financial services including wealth management, investment advisory, and financial planning. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Jeffrey Hansgen - Morgan Stanley is dedicated to helping you secure a stable financial future.

James Joseph - Morgan Stanley is a renowned finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a strong reputation for providing top-notch financial services, James Joseph - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors, personalized approach, and commitment to excellence in serving its clients. Whether you are looking for investment advice, retirement planning, or wealth management services, James Joseph - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence.

Jack Licata - Morgan Stanley is a reputable finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a strong focus on providing top-notch financial services, Jack Licata - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Jack Licata - Morgan Stanley is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Jack Licata - Morgan Stanley is your go-to destination for all your financial needs.

Michael Costello - M&T Financial Services is a reputable finance institution located at 4084 North Buffalo Street in Orchard Park, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or managing your finances, Michael Costello - M&T Financial Services is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.

Primiano Financial is a reputable finance institution located at 4211 North Buffalo Street in Orchard Park, New York, United States. With a team of experienced professionals, Primiano Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Primiano Financial is dedicated to providing personalized solutions to meet your needs. Trust in Primiano Financial to help you navigate the complexities of the financial world and secure a stable financial future.

Robert J Ellis Financial Services is a reputable finance institution located at 3415 Orchard Park Road in Orchard Park, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our dedicated team is here to help. Trust Robert J Ellis Financial Services to provide you with personalized and comprehensive financial solutions to secure your financial future.

Andrew H Radziwon is a trusted financial advisor at Ameriprise Financial Services, LLC located in Orchard Park, New York. With a focus on personalized service and comprehensive financial planning, Andrew helps clients achieve their financial goals and secure their futures. Whether you are planning for retirement, saving for your child's education, or investing for the future, Andrew is dedicated to providing expert guidance and tailored solutions to meet your individual needs. Visit us at 240 Redtail to start planning for a brighter financial future today.

Jennifer L Krieger Radziwon is a financial advisor at Ameriprise Financial Services, LLC located at 240 Redtail, Orchard Park, New York, United States. She 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 her expertise in various areas of financial planning including asset management, retirement planning, estate planning, investment management, and insurance products. Jennifer is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, she is committed to helping her clients achieve their financial goals and secure their financial future.

Legacy Financial Group Inc is a reputable finance institution located at 220 Redtail in Orchard Park, New York, United States. With a strong focus on providing top-notch financial services, Legacy Financial Group Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Legacy Financial Group Inc is here to assist you every step of the way. Trust in Legacy Financial Group Inc for all your financial needs.

Prudential Advisors is a leading financial institution located at 6455 Lake Avenue in Orchard Park, New York, United States. As a trusted provider of financial services, Prudential Advisors offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, Prudential Advisors is dedicated to providing top-notch financial planning, investment management, and insurance services to individuals and businesses. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Prudential Advisors is committed to helping you secure a brighter financial future. Contact Prudential Advisors today to schedule a consultation and take the first step towards financial success.

Optimum Financial Group is a leading finance institution located at 3085 Southwestern Boulevard in Orchard Park, New York, United States. With a strong commitment to providing personalized financial solutions, Optimum Financial Group offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Optimum Financial Group today to learn more about how we can help you reach your financial objectives.

Louis Licata - Morgan Stanley is a renowned finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a strong reputation for excellence in financial services, Louis Licata - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Louis Licata - Morgan Stanley is committed to providing top-notch service and support every step of the way.

Winterhalter Wealth Management is a finance institution located at 240 Redtail, Orchard Park, New York, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of Winterhalter Wealth Management. Please consult with a financial advisor for more information, as they may not be registered in all states. For individuals residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment. We recommend reviewing the terms and conditions of any third-party websites before entering.

James Sands - Morgan Stanley is a prominent finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a reputation for excellence in financial services, James Sands - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Sands - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Hurricane Home Solutions, Inc. is a store located at 3959 North Buffalo Street, Orchard Park, New York, United States. We specialize in providing a wide range of products and services to help homeowners prepare for and protect their homes from hurricanes and other severe weather events. Our expert staff is dedicated to helping customers find the best solutions for their specific needs, whether it be storm shutters, impact-resistant windows, or other hurricane protection products. Visit us today to learn more about how we can help you safeguard your home against the elements.

Tax Savers Inc is a leading accounting and finance institution located at 30 Glendale Terrace in Orchard Park, New York, United States. With a team of experienced professionals, we specialize in helping individuals and businesses save money on their taxes through strategic planning and expert advice. Whether you need assistance with tax preparation, financial planning, or bookkeeping services, our dedicated staff is here to provide personalized solutions tailored to your specific needs. Trust Tax Savers Inc to help you maximize your savings and achieve your financial goals.

Schwabel Accounting & Tax Services is a professional institution located at 4360 South Buffalo Street in Orchard Park, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. With years of experience and a commitment to excellence, Schwabel Accounting & Tax Services is your trusted partner for all your financial needs. Contact us today to schedule a consultation.

The ZLC Group is a reputable accounting and finance institution located at 6529 East Quaker Street in Orchard Park, New York, United States. Our team of expert CPAs are dedicated to helping you manage your finances effectively and efficiently. Whether you are a business owner or an individual seeking financial guidance, we are here to assist you every step of the way. With a focus on unlocking financial success in the Southtowns area, The ZLC Group is your trusted partner in achieving financial solvency. We are excited to announce our recent expansion, welcoming Swiantek, Kling, & Pasieka, LLP, Roy Uebelhoer & Associates, and Southtowns Tax into our growing family. When it comes to money management, trust The ZLC Group to have your best interests at heart.

Buffalo Creek Tax Group is a reputable accounting and finance institution located at 231 Orchard Park Road in West Seneca, New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation and planning to financial consulting, Buffalo Creek Tax Group is committed to helping their clients achieve their financial goals. Contact them today for expert advice and personalized solutions tailored to your specific needs.

Ward CPA Accounting Services PC is a reputable accounting firm located at 400 Sterling Drive in Orchard Park, New York, United States. Specializing in accounting and finance services, our team of experienced Certified Public Accountants (CPAs) provide expert financial advice and assistance to individuals and businesses alike. With a commitment to professionalism and accuracy, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Trust Ward CPA Accounting Services PC for all your accounting needs.

Community Bank, N.A. is a full-service financial institution located at 5 Clark Street in Orchard Park, New York, United States. As an ATM, bank, and finance institution, we offer a wide range of services to meet your financial needs. From managing your money with mobile and online banking to getting the right financial strategy to help you grow your money and save for the future, we are here to assist you every step of the way. In addition, we offer tools, loans, lines of credit, and more for your business needs, as well as home equity loans or lines of credit for your home improvement projects. Our Budget Tools can help you monitor spending habits, create budgets, and track finances, while our resources can help you protect yourself against fraud and learn about smishing scams.

Orion Capital Solutions, LLC is a finance institution located at 3221 Southwestern Boulevard in Orchard Park, New York, United States. They specialize in providing financial solutions and services to individuals and businesses, helping them manage and grow their wealth. With a team of experienced professionals, Orion Capital Solutions offers personalized financial advice and support to help clients achieve their financial goals. Whether you are looking to invest, save, or manage your finances, Orion Capital Solutions is dedicated to providing you with the expertise and guidance you need.