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TOP 30 Portfolio management advisor in Buffalo, NY
12 results found
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Ashley Yeomans - USHEALTH Advisors, LLC
Ashley Yeomans - USHEALTH Advisors, LLC is an insurance agency located at 338 Harris Hill Road in Buffalo, New York, United States. They offer innovative health coverage tailored to individual needs, understanding that every customer is unique and a 'one size fits all' approach may not always be the answer. With insurance plans underwritten by Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company, they provide a range of options for customers on a limited budget or those seeking additional benefits. Their product portfolio is known for its flexibility and reliability, with a focus on building the best health coverage for each family. As a Gold Stevie Award Winner for 2017, 2018, 2019, and 2020, Ashley Yeomans - USHEALTH Advisors, LLC prides themselves on their unique culture and superior strategy that creates incredible opportunities for their customers. The staff, management, and independently contracted Agents of USHEALTH Advisors, LLC are committed to their mission of Helping Other People Everyday (HOPE), making a positive difference in the lives of others on a daily basis. Visit their office at 300 Burnett Street, Suite 200 in Fort Worth, TX or contact them during their business hours of 7:00 AM - 7:00 PM CT Monday - Friday and 8:00 AM - 1:00 PM CT on Saturday.
Plail Wealth Management
Plail Wealth Management is a leading finance institution located at 50 Fountain Plaza in Buffalo, 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. From investment planning to retirement strategies, Plail Wealth Management offers a comprehensive range of services tailored to meet the unique needs of each individual. Trust us to guide you towards a secure financial future.
Merrill Lynch Financial Advisor Sally D Abell
Merrill 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.
Sandhill Investment Management
Sandhill Investment Management, located in Buffalo, New York, is a reputable finance institution with over $2.14 billion in total assets under management and advisement. Offering 5 proprietarily managed investment strategies, we serve clients and institutions in 42 states across America. Founded in 2004 by a team of passionate research professionals, Sandhill is dedicated to providing benchmark-beating portfolios and sound financial advice to create genuine value for our clients. With a focus on putting clients first and driving results, we offer customized solutions for individuals, families, corporations, and foundations.
Strategic Financial Solutions
Strategic 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.
Phillip Tronolone - Prudential Financial
Phillip Tronolone - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, our team of professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized guidance and support every step of the way. Trust Phillip Tronolone - Prudential Financial to be your trusted partner in building a secure financial foundation.
James Munro - UBS Financial Services Inc.
James Munro - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue, Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, James Munro - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial guidance. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.
Sharieff Bros
Sharieff Bros is a reputable finance institution located at 23 Verel Avenue in Buffalo, New York, United States. With a strong track record of providing top-notch financial services, Sharieff Bros is known for its expertise in wealth management, investment advisory, and financial planning. Clients can trust in the professionalism and dedication of the team at Sharieff Bros to help them achieve their financial goals and secure their financial future. Whether you are looking for assistance with retirement planning, portfolio management, or risk assessment, Sharieff Bros is the go-to institution for all your financial needs.
Peter Spira - Morgan Stanley
Peter Spira - Morgan Stanley is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. As a branch of the renowned Morgan Stanley, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Peter Spira - Morgan Stanley strives to provide personalized and innovative solutions to help clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, Peter Spira - Morgan Stanley is dedicated to delivering exceptional service and expertise.
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.
Sterling Investment Counsel, LLC
Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.
West Branch Capital LLC
West Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.
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