TOP 30 Portfolio management firms in Buffalo, New York

33 results found

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.

LJW Wealth Management Of Raymond James is a finance institution located at 468 Delaware Avenue in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

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.

Kane Firm is a reputable accounting and finance institution located at 5225 Sheridan Drive in Buffalo, New York, United States. With a team of experienced professionals, Kane Firm offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Kane Firm to provide expert advice and personalized solutions to help them achieve their financial goals.

Welcome to Frontier Management & Development, the Buffalo-Niagara Region's premier incremental developer and trusted general contractor. Located at 2315 Whirlpool Street, Niagara Falls, New York, our business specializes in identifying and transforming value-add investment properties throughout the Buffalo and Niagara Falls areas. At Frontier Management & Development, we excel in both commercial and residential projects, focusing on properties with significant potential for enhancement. Our unique approach to "small scale" incremental development allows us to tackle projects that larger firms might overlook, ultimately contributing to building lasting wealth and fostering resilient communities for future generations.

Welcome to General Contractors Buffalo, your premier choice for all home contracting needs in Buffalo, New York. Conveniently located at 136 North Division Street, we specialize in transforming your living spaces with our comprehensive range of services, including hardscaping, siding, window and door installations, and kitchen and bath renovations. At General Contractors Buffalo, we pride ourselves on delivering superior service, custom design, and unmatched quality. Our commitment to excellence ensures that every project, big or small, receives the attention and care it deserves. We understand the importance of your home projects, which is why we prioritize excellent customer service, with team members available 24/7 to address any concerns or emergencies you might have.

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.

August Bruno is a reputable medical institution located at 85 High Street in Buffalo, New York, United States. Specializing in various health services, this institution is dedicated to providing top-quality care to patients in need. With a team of skilled doctors and healthcare professionals, August Bruno offers a wide range of medical treatments and services to ensure the well-being of its patients. Whether you are in need of a routine check-up or more specialized care, August Bruno is committed to providing compassionate and effective healthcare to all who walk through its doors.

Lifeline Capital Consulting LLC is a finance institution located at 229 West Genesee Street in Buffalo, New York, United States. Our team of experienced professionals provides expert financial consulting services to help individuals and businesses navigate the complexities of the financial world. From investment strategies to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

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.

Waterford Advisors, LLC is a finance institution located at 3858 North Buffalo Street in Orchard Park, New York, United States. Our experienced team of advisors offers personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Waterford Advisors, LLC is dedicated to providing expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Capital Markets Advisors LLC is a finance institution located at 4211 North Buffalo Street in Orchard Park, New York. With a strong focus on capital markets, they provide expert financial advice and services to help clients navigate the complexities of the financial world. Whether you are looking to invest, manage risk, or grow your wealth, Capital Markets Advisors LLC is dedicated to helping you achieve your financial goals. Their team of experienced professionals is committed to providing personalized solutions tailored to your unique needs.

Crane Capital Group is a prestigious finance institution located at 670 Abbott Road in Buffalo, New York, United States. With a reputation for excellence and expertise in financial services, Crane Capital Group offers a wide range of investment and wealth management solutions to its clients. The institution is known for its commitment to providing personalized and tailored financial advice, helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Crane Capital Group is dedicated to delivering exceptional service and building long-lasting relationships with its clients.

Vision 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.

Charles Schwab is a renowned finance institution located at 8118 Transit Road in Buffalo, New York, United States. As a leading provider of investment services, Charles Schwab offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the financial industry, Charles Schwab is a trusted partner for those seeking sound financial advice and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Charles Schwab is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Scott Saperston - Morgan Stanley is a reputable finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. As a branch of the renowned Morgan Stanley financial services firm, we offer a wide range of financial solutions and investment opportunities to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Scott Saperston - Morgan Stanley is here to help you every step of the way.

The Marshall / Malcolm Group - 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, they specialize in wealth management, investment banking, and asset management. Their 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 investments, plan for retirement, or manage your assets, The Marshall / Malcolm Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

The Mohney Kneeland Malaney Team at Morgan Stanley is a leading financial institution located at 50 Fountain Plaza in Buffalo, New York, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Mohney Kneeland Malaney Team is here to help you every step of the way.

UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong presence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to delivering exceptional service and expertise to their clients.

Mercury Capital Partner LLC is a finance institution located at 726 Exchange Street in Buffalo, New York, United States. Specializing in investment management and financial advisory services, Mercury Capital Partner LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, the institution provides innovative strategies and expert guidance to navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Mercury Capital Partner LLC is dedicated to helping you succeed.

Ian DeLuke - Morgan Stanley is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, the team at Ian DeLuke - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, their experienced professionals are here to assist you every step of the way. Trust in Ian DeLuke - Morgan Stanley for all of your financial needs.

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.

Novity Wealth Solutions is a premier financial institution located at 300 Corporate Parkway in Buffalo, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We provide personalized investment strategies, retirement planning, and estate planning services to individuals and families. At Novity Wealth Solutions, we are committed to providing top-notch customer service and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you plan for a brighter financial future.

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.

Welcome to Cozzwill Inc, your trusted general contractor located in the heart of Buffalo, New York. Situated at 622 Tacoma Avenue, Buffalo, NY 14216, we are proud to serve our community with unparalleled expertise and dedication. As a part of the esteemed Uniland Development Company, we bring over four decades of experience in creating and managing exceptional commercial real estate across Western New York. Since our inception in 1974, Uniland has developed over 16 million square feet of commercial real estate, with more than 8 million square feet under management today. Our projects range from dynamic urban mixed-use developments to highly-rated suburban office parks, establishing us as the region’s largest and most trusted real estate developer and construction manager.

Welcome to Resetarits Construction – Your Premier Commercial General Contractor in Buffalo, NY Located at 1500 Union Road, West Seneca, New York, Resetarits Construction is dedicated to delivering exceptional construction services tailored to meet the unique needs of your business. As a client-focused general contractor, we pride ourselves on our ability to work closely with you to develop tailored building solutions that ensure the success of your project.

Welcome to Luke Building and Contracting, your trusted partner for all your construction and renovation needs. Located at 234 McNair Road, Buffalo, New York, we are proud to serve the Buffalo community and surrounding areas with exceptional general contracting services. At Luke Building and Contracting, we specialize in a wide range of services, including residential and commercial construction, remodeling, renovations, and custom projects. Our team of skilled professionals is dedicated to delivering high-quality craftsmanship and personalized service to ensure your project is completed on time and within budget.

Welcome to the Lackawanna Development Department! Located at 714 Ridge Road, Lackawanna, New York 14218, we serve as the local government office dedicated to fostering economic growth and community development within the City of Lackawanna. Our department is committed to revitalizing the city and enhancing the quality of life for our residents through strategic planning, collaboration, and sustainable development initiatives. We are thrilled to announce several exciting projects that highlight our commitment to economic development and community enhancement. Recently, the City of Lackawanna has partnered with Empire Building Diagnostics (EBD) and IT FITZ Concrete to transform over 4.7 acres of long-vacant industrial property on Alliance Drive in the First Ward. These projects are set to create new jobs and stimulate economic activity in the area. EBD will expand its operations, adding 20-30 new jobs, while IT FITZ Concrete plans to build a new office and warehouse facility.

Welcome to Theatre Place, a vibrant hub located at 622 Main Street in the heart of Buffalo, New York. As a proud project of Legacy Building Company, LLC, Theatre Place combines the charm of historic architecture with modern amenities, offering a unique space for both commercial and residential purposes. Our building is situated in a prime location, making it an ideal destination for businesses and residents seeking a lively urban environment. Legacy Building Company, LLC, a full-service real estate development and property management firm, brings decades of expertise to Theatre Place. We are committed to providing top-notch services in property acquisition, land entitlements, project design and implementation, and more. Our portfolio boasts thousands of apartment units, single-family homes, and diverse commercial projects, underscoring our dedication to quality and innovation in real estate development.

Welcome to Elite Global Services, your trusted partner in financial excellence located in the heart of Buffalo, New York. Situated at 5500 North Bailey Avenue, our dedicated team of financial experts is committed to providing top-tier services tailored to meet the diverse needs of our clients. At Elite Global Services, we specialize in a comprehensive range of financial solutions, including investment management, financial planning, risk assessment, and wealth management. Our mission is to empower individuals and businesses to achieve their financial goals with confidence and precision. With a focus on personalized service and a deep understanding of the ever-evolving financial landscape, we strive to deliver innovative strategies and unparalleled support. Discover the difference with Elite Global Services, where your financial success is our priority. Visit us today to explore how we can help you navigate your financial journey with expertise and integrity.