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TOP 30 Portfolio management advisor in Amherst, NY
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Level Financial Advisors
Level Financial Advisors is a leading finance institution located at 9310 Transit Road in East Amherst, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to invest, plan for retirement, or manage your assets, our team is here to provide expert guidance and support every step of the way. Visit us today to learn how we can help you reach the next level of financial success.
Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. The institution offers a range of certifications and designations to ensure high-quality financial services to its clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®) designation. These certifications ensure that the advisors at Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC are equipped with the knowledge and expertise to provide comprehensive financial planning services to their clients.
McCollum Christoferson Group, LLC
McCollum Christoferson Group, LLC is a top independent investment and financial advisory firm located in Amherst, N.Y. We specialize in managing investment portfolios, creating financial plans, and offering a wide range of advisory services to help clients secure their financial future. Our team is dedicated to preserving the purchasing power of our clients, no matter the financial challenges they may face. We provide personalized advisory services to clients in Western New York and across the U.S., guiding them through managing investments, retirement planning, estate investment planning, and wealth preservation strategies. With a focus on working with skilled professionals, we help clients achieve their financial goals. McCollum Christoferson Group, LLC is an SEC registered investment adviser based in New York.
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