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TOP 30 Portfolio management in Buffalo, NY
65 results found
Search for local businesses, places and services near you
Buffalo First Wealth Management, LLC
Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.
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.
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.
Buffalo Wealth Partners - Ameriprise Financial Services, LLC
Buffalo Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 6622 Main Street, Williamsville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution also hosts social events like the BWP Happy Hour to engage with clients and their loved ones. Ameriprise financial advisors are registered in certain U.S. states and provide a complimentary initial consultation to discuss financial planning concepts. They cannot guarantee future financial results. Clients can refer friends or family members to the institution for financial goal achievement. The institution adheres to strict privacy and security regulations.
Standard Property Management
Standard Property Management is a top-rated property management company located at 200 South Division Street in Buffalo, New York. Specializing in general contracting and real estate agency services, we take pride in providing exceptional property management in Western New York. Our dedication to responsibility, dependability, efficiency, and innovation sets us apart as the #1 choice for local property owners. With three distinct service options - StandardLITE, StandardPRO, and StandardHOA - we cater to the unique needs of each property owner and their portfolio. Our professional HDR photography and videography services ensure that your property stands out in the competitive market, leading to quicker rentals and lower vacancy rates. Our in-house team works diligently to clean, repair, and prepare listings within 24 hours, ensuring a seamless experience for both property owners and tenants.
Frontier Management & Development
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.
General Contractors Buffalo
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.
WNY Construction Management
Welcome to WNY Construction Management, your trusted general contractor located in the heart of Buffalo, New York. Situated at 563 Richmond Avenue, our company is dedicated to delivering exceptional construction management services to meet all your building needs. With years of industry experience, we specialize in a wide range of projects, from residential renovations to large-scale commercial developments. At WNY Construction Management, we pride ourselves on our commitment to quality, precision, and customer satisfaction. Our team of skilled professionals works closely with clients to ensure every project is completed on time, within budget, and to the highest standards. We understand the unique challenges of each construction project and tailor our services to fit your specific requirements.
Buffalo's Best Real Estate
Welcome to Buffalo's Best Real Estate, your premier destination for all things real estate in Buffalo, NY. Located at 344 Delaware Avenue, Buffalo, New York, we specialize in connecting clients with the perfect properties to suit their needs, whether they are seeking commercial spaces or cozy residential homes. Our dedicated team is committed to providing tailored solutions, ensuring that every client finds exactly what they're looking for. Explore our extensive portfolio that includes a variety of properties, from industrial and multi-family spaces to urban apartments and tranquil houses. We pride ourselves on being Buffalo's real estate maestros, known for our expertise and personalized service. If you're interested in property management or want to learn more about Buffalo's real estate market, our knowledgeable agents are here to guide you every step of the way.
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.
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.
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.
William Geary - Prudential Financial
William Geary - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York. With a strong focus on providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized and reliable assistance. Trust William Geary - Prudential Financial to guide you towards a more secure financial future.
August Bruno
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.
Kathleen Schoell
Kathleen Schoell is a renowned physiotherapy institution located at 4200 North Buffalo Street, Orchard Park, New York, United States. Our team of skilled and experienced physiotherapists are dedicated to providing top-notch care and personalized treatment plans to help patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With a focus on evidence-based practice and holistic approach, Kathleen Schoell is committed to helping individuals achieve their health and wellness goals. Whether you are recovering from surgery, dealing with a sports injury, or seeking relief from musculoskeletal issues, our institution is here to support you on your journey to recovery and optimal health.
Brian Spillman
Brian Spillman is a renowned physiotherapy institution located at 4200 North Buffalo Street in Orchard Park, New York, United States. With a team of highly skilled and experienced health professionals, Brian Spillman offers top-notch physiotherapy services to help patients recover from injuries, manage chronic conditions, and improve their overall physical well-being. The institution is committed to providing personalized care and innovative treatment techniques to meet the unique needs of each individual. Whether you are recovering from a sports injury or seeking relief from chronic pain, Brian Spillman is dedicated to helping you achieve your health and wellness goals.
Liveleen Gill
Liveleen Gill is a renowned doctor and health institution located on Carlton Street in Buffalo, New York, United States. Specializing in providing top-notch medical care and personalized health services, Liveleen Gill is dedicated to helping individuals achieve and maintain optimal health. With a team of experienced professionals and state-of-the-art facilities, patients can trust in receiving the highest quality of care at this esteemed institution. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Liveleen Gill is committed to promoting wellness and enhancing the overall well-being of their patients.
Neha Jassal
Neha Jassal is a leading healthcare institution located at 1050 Niagara Street in Buffalo, New York. Specializing in providing top-quality medical care, the institution offers a wide range of services in various medical fields. With a team of highly skilled doctors and healthcare professionals, Neha Jassal is dedicated to ensuring the well-being and health of all patients. Whether you require routine check-ups, specialized treatments, or emergency care, you can trust Neha Jassal to provide compassionate and expert medical services. Visit us today and experience the highest standards of healthcare in a warm and welcoming environment.
Philip Sullivan
Philip Sullivan is a trusted doctor located at 705 Maple Road in Buffalo, New York. With a focus on providing top-notch healthcare services, Dr. Sullivan is dedicated to helping his patients achieve optimal health and wellness. Whether you are in need of a routine check-up or specialized medical treatment, Dr. Sullivan is committed to delivering personalized care tailored to meet your individual needs. Visit the office today to experience the compassionate and expert care that has made Philip Sullivan a respected healthcare provider in the Buffalo area.
David Stachnik
David Stachnik is a reputable health institution located at 4366 Buffalo Road in North Chili, New York. This institution offers a wide range of health services, pharmaceutical products, and general store items to cater to the needs of the local community. With a dedicated team of professionals, David Stachnik ensures top-notch service and quality products for all customers. Whether you need medication, health advice, or everyday essentials, David Stachnik is the go-to destination in North Chili.
Lifeline Capital Consulting LLC
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.
Under Par Planning
Under Par Planning is a finance institution located at 83 Bryant Street in Buffalo, New York, United States. We believe in helping our clients live an Under Par life, which requires vision, planning, and execution. Our proven routine connects how you spend your money and time with what you want out of life. At Under Par Planning, we offer a practice round on the house to get to know each other and ensure that our services are the right fit for you. We listen more than we talk, focusing on understanding your unique aspirations and needs. We help you organize all your financial data into a secure personal financial planning portal, providing you with a simplified view of your financial life.
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.
Thomas Youngman - Alliance Advisory Group
Thomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure financial future.
Florian Financial Group LLC
Florian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.
Paul D. Voytovich, CPA, CFP
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.
Sage Investment Group
Sage Investment Group is a renowned finance institution located at 1967 Wehrle Drive in Buffalo, New York, United States. With a team of experienced professionals, Sage Investment Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to secure their financial future. Contact Sage Investment Group today to learn more about how they can help you achieve your financial goals.
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.
The Berube Group - Alliance Advisory Group
The Berube Group - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Berube Group - Alliance Advisory Group is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Carl Edward Nagel - UBS Financial Services Inc.
Carl Edward Nagel - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at Carl Edward Nagel - UBS Financial Services Inc. is comprised of experienced professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Carl Edward Nagel - UBS Financial Services Inc. is here to help you every step of the way.
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