Professional advisory services in Buffalo, NY
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Paul D. Voytovich, CPA, CFP
● OpenPaul 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.
3778 N Buffalo St, Orchard Park, NY 14127, United States -
TPS Group
● ClosedTPS Group is an established institution located at 270 North Pointe Parkway in Buffalo, New York, United States. With a reputation for excellence in providing top-notch financial and retirement planning services, TPS Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial matters, TPS Group is committed to providing expert guidance and support every step of the way.
270 N Pointe Pkwy #10, Buffalo, NY 14228, United States -
Dansa D'Arata Soucia LLP
● ClosedDansa D'Arata Soucia LLP is a reputable accounting and finance institution located at 500 Pearl Street in Buffalo, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business looking for financial guidance, Dansa D'Arata Soucia LLP is the trusted partner you can rely on.
500 Pearl St Suite 810, Buffalo, NY 14202, United States -
Vision Financial Group
● ClosedVision 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.
6500 Sheridan Dr #300, Buffalo, NY 14221, United States -
Abelson & Co LLC
● ClosedAbelson & Co LLC is a finance institution located at 6636 Main Street, Buffalo, New York, United States. Specializing in retirement and investment planning, Abelson & Co offers a range of services including securities and investment advisory services through Cetera Advisor Networks LLC. Daniel M. Abelson, a registered representative and investment advisor representative, is licensed to sell securities in multiple states. The institution also offers financial planning services through Abelson & Co LLC, a registered investment advisor. Please note that securities trade requests should not be left via the website or email. Abelson & Co LLC has merged with CCR Wealth Management, with offices in Westborough, MA, Clifton Park, NY, and Williamsville, NY. CCR Wealth Management and Cetera are affiliated entities. Check the background of this investment professional and begin charting your financial course with Abelson & Co LLC."
6636 Main St, Buffalo, NY 14221, United States -
Sage Investment Group
● OpenSage 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.
1967 Wehrle Dr #1, Buffalo, NY 14221, United States -
Jacob T. Young - Wilmington Advisors @ M&T
● ClosedJacob T. Young - Wilmington Advisors @ M&T is a finance institution located at 2310 Delaware Avenue in Buffalo, New York, United States. Specializing in financial advisory services, they offer expert guidance and support to clients looking to manage their wealth and investments effectively. With a team of experienced professionals, Jacob T. Young - Wilmington Advisors @ M&T is dedicated to helping individuals and businesses achieve their financial goals.
2310 Delaware Ave, Buffalo, NY 14216, United States -
Capital Management Group
● ClosedCapital Management Group is a finance and insurance agency located at 6928 Williams Road in Niagara Falls, New York, United States. For over twenty five years, we have been helping families, businesses, and municipalities in the Buffalo-Niagara and Erie, PA region with their insurance, investment, and employee benefit needs. Our mission is to maximize wealth, manage risk, and minimize costs for our clients. Whether you are a recent college graduate, a growing family, a baby boomer, a retiree, or an employer, we are here to assist you in reaching your financial goals. We will work with you every step of the way to ensure that your financial potential is fully realized.
6928 Williams Rd Suite 4, Niagara Falls, NY 14304, United States -
Sharieff Bros
● OpenSharieff 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.
23 Verel Ave, Buffalo, NY 14218, United States -
Mercury Capital Partner LLC
● ClosedMercury 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.
726 Exchange St STE 410, Buffalo, NY 14210, United States -
McCollum Christoferson Group, LLC
● ClosedMcCollum 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.
500 Corporate Pkwy, Buffalo, NY 14226, United States -
Davis Financial
● OpenDavis Financial is a finance institution located at 3685 Harlem Road in Buffalo, New York, United States. We offer Securities and Advisory Services through Cadaret Grant & Co., Inc., a Registered Investment Advisor and Member of FINRA/SIPC. Our data submission process is secure and ensures the confidentiality of our clients' information. Davis Financial and Cadaret Grant & Co., Inc. operate as separate entities, providing comprehensive financial services to our clients. Please feel free to check the background of our investment professionals for your peace of mind.
3685 Harlem Rd, Buffalo, NY 14215, United States -
Davis Financial
● OpenDavis Financial is a finance institution located at 435 Creekside Drive in Buffalo, New York, United States. Our team of expert financial advisors will work with you to develop a customized financial program that suits your objectives and goals. We offer a range of products and services to help you execute a sound financial plan. Davis Financial is proud to be recognized as one of the Best Financial Advisors in Buffalo, New York in 2019. Securities and Advisory Services are offered through Cadaret Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Please note that Davis Financial and Cadaret Grant & Co., Inc. are separate entities. Check the background of our investment professionals to learn more about our trusted team.
435 Creekside Dr, Buffalo, NY 14228, United States -
Morlock & Company, LLC
● OpenMorlock & Company, LLC is a finance institution located at 2801 Wehrle Drive in Buffalo, New York, United States. Specializing in a wide range of financial services, Morlock & Company, LLC offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution is committed to providing top-notch service and guidance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or manage your assets, Morlock & Company, LLC is dedicated to helping you make informed financial decisions.
2801 Wehrle Dr #1, Buffalo, NY 14221, United States -
Getter Tax of Hamburg
● ClosedGetter Tax of Hamburg is a reputable accounting and finance institution located at 316 Buffalo Street in Hamburg, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Getter Tax of Hamburg to help you navigate the complex world of taxes and finances with ease and expertise.
316 Buffalo St, Hamburg, NY 14075, United States -
Paulus & Co
● ClosedPaulus & Co is a reputable accounting and finance institution located at 49 Buffalo Street in Hamburg, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Paulus & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions in the area. Visit Paulus & Co today to see how they can help you with all your accounting and finance needs.
49 Buffalo St Unit 2, Hamburg, NY 14075, United States -
Hussain & Co.
● OpenHussain & Co. is a reputable accounting and finance institution located in Buffalo, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Trust Hussain & Co. for all your accounting and financial needs.
Buffalo, NY 14215, United States -
McCarthy Williams, PLLC
● ClosedMcCarthy Williams, PLLC is a reputable law firm located at 471 Delaware Avenue in Buffalo, New York. Specializing in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning, the dedicated team of attorneys at McCarthy Williams, PLLC is committed to providing exceptional legal representation to clients throughout the United States. With a strong track record of success and a client-focused approach, McCarthy Williams, PLLC is known for their professionalism, expertise, and personalized attention to each case. Whether you are facing a complex legal issue or seeking guidance on a legal matter, McCarthy Williams, PLLC is here to help you navigate the legal system with confidence.
471 Delaware Ave, Buffalo, NY 14202, United States -
Spera H Sonny DDS
● OpenWelcome to Spera H Sonny DDS, where your dental health and comfort are our top priorities. Located at 565 Hooper Road, Endicott, New York, our practice is committed to providing exceptional dental care to the community. Our team of highly skilled dentists brings diverse backgrounds and expertise to ensure the best possible experience for every patient. Dr. Sonny Spera, a local graduate from Union Endicott High School and Syracuse University, leads our team with a rich history in both academia and athletics. With a degree in Chemistry and Psychology, and a top-ranking position from SUNY Buffalo Dental School, Dr. Spera combines knowledge and passion in his practice. His dedication extends beyond the clinic as he actively participates in various community organizations and educational roles.
565 Hooper Road, Endicott, New York 13760, United States -
Mike Fanelli
● OpenWelcome to Mike Fanelli Dental, located at 286 Genesee Street in The Dental Arts Office, Utica, New York. Dr. Mike Fanelli, a proud Utica native, has been serving the community with exceptional dental care since 1997. With a deep-rooted connection to the area and a passion for dentistry, Dr. Fanelli brings a wealth of experience and a personal touch to every patient he sees. Dr. Mike Fanelli graduated with honors from Utica College and earned his Doctorate of Dental Surgery from the prestigious Buffalo School of Dental Medicine, where he also served as class president. Committed to staying at the forefront of dental advancements, Dr. Fanelli has undergone extensive training, including specialized education in Implant Dentistry at the Zimmer Institute.
286 Genesee Street THE DENTAL ARTS OFFICE, Utica, New York 135024639, United States -
Chase Bank
● ClosedWelcome to Chase Bank, located at 572 Amherst Street, Buffalo, New York 14207, United States. As a leading financial institution, we are committed to serving the banking and financial needs of our community. Whether you're looking for personal or business banking solutions, our team of experienced professionals is here to provide you with the guidance and support you need. At Chase, we offer a comprehensive range of services including ATMs, personal and business banking, and financial advisory services. Our Business Banking division specializes in helping businesses improve cash flow, provide credit solutions, and manage payroll efficiently. Additionally, we offer online and mobile banking services, business credit cards, and tailored payment acceptance solutions to meet the specific needs of your business.
572 Amherst Street, Buffalo, New York 14207, United States -
Wnyfg Wealth Management
● OpenWelcome to WNYFG Wealth Management, your trusted partner in financial success located in the heart of Buffalo, New York. At WNYFG Wealth Management, we specialize in providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to guiding you through the complexities of wealth management, ensuring your financial goals are not only met but exceeded. Situated at 14202, Buffalo, our firm offers a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies. We pride ourselves on our client-centric approach, where your financial aspirations are our top priority. Our commitment to transparency, integrity, and excellence sets us apart as a leading financial advisory firm in the region.
Buffalo, New York 14202, United States -
Advisors Alliance Group
● OpenWelcome to Advisors Alliance Group, your trusted partner in financial success. Conveniently located at 3635 Genesee Street, Buffalo, New York, our firm is dedicated to providing exceptional financial advisory services tailored to meet your unique needs. At Advisors Alliance Group, we understand that navigating the financial landscape can be complex and challenging. Our team of experienced professionals is committed to guiding you through every step of your financial journey, whether you're planning for retirement, managing investments, or seeking strategies for wealth growth. We pride ourselves on building long-lasting relationships with our clients, founded on trust, transparency, and personalized attention. Our comprehensive range of services is designed to empower individuals and businesses alike, ensuring financial stability and prosperity. Discover the difference with Advisors Alliance Group, where your financial goals are our top priority. Visit us today to learn how we can help you achieve a secure and prosperous future.
3635 Genesee Street, Buffalo, New York 14225, United States -
Lucernoni Schulz & Co
● OpenWelcome to Lucernoni Schulz & Co, your trusted partner for all your accounting and financial needs. Conveniently located at 537 Franklin Street, Buffalo, New York, our firm is dedicated to providing exceptional service to individuals and businesses in the heart of the city and beyond. At Lucernoni Schulz & Co, we pride ourselves on our commitment to excellence, integrity, and personalized service. Our team of experienced professionals offers a comprehensive range of services, including bookkeeping, tax planning and preparation, financial consulting, and business advisory services. Whether you are a small business owner seeking strategic financial guidance or an individual in need of expert tax advice, we tailor our services to meet your unique needs and goals.
537 Franklin Street, Buffalo, New York 14202, United States -
PricewaterhouseCoopers LLP
● ClosedWelcome to PricewaterhouseCoopers LLP - Buffalo Office Located at 726 Exchange Street in the heart of Buffalo, New York, PricewaterhouseCoopers LLP (PwC) is a leading provider of accounting and financial services. Our Buffalo office is dedicated to delivering exceptional solutions tailored to the unique needs of businesses and individuals in the region.
726 Exchange Street, Buffalo, New York 14210, United States -
Securities America Inc
● OpenWelcome to Securities America Inc., your trusted partner in financial services, conveniently located at 5 Limestone Drive, Buffalo, New York. Specializing in comprehensive financial solutions, we are dedicated to helping you achieve your financial goals with confidence and clarity. Our team of experienced professionals offers a full range of services, including investment management, retirement planning, and wealth advisory, tailored to meet your unique needs. At Securities America Inc., we prioritize building strong relationships with our clients, ensuring personalized and strategic guidance every step of the way. Discover a future of financial success with us today. Visit us in Buffalo or contact our team to learn more about how we can assist you in your financial journey.
5 Limestone Drive, Buffalo, New York 14221, United States -
Armin O'Conner & Boch LLC
● ClosedWelcome to Armin O'Conner & Boch LLC, your trusted partner in financial services located in the heart of Buffalo, New York. Situated at 4950 Genesee Street, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a deep commitment to excellence and integrity, we specialize in a wide range of services including financial planning, investment management, tax advisory, and retirement solutions. Our team of experienced professionals is here to guide you through the complexities of the financial landscape with personalized strategies designed to help you achieve your financial goals. At Armin O'Conner & Boch LLC, we understand that every client is different, and we pride ourselves on delivering customized advice and exceptional service.
4950 Genesee Street, Buffalo, New York 14225, United States -
Newmark Ciminelli
● OpenWelcome to Newmark Ciminelli, your premier real estate agency located in the heart of Buffalo, New York. Situated at 1360 Niagara Street, our office is dedicated to serving the diverse real estate needs of the Buffalo community and beyond. With a commitment to excellence and personalized service, Newmark Ciminelli offers a comprehensive range of real estate solutions, including commercial and residential sales, leasing, property management, and investment advisory services. Our team of experienced professionals is passionate about helping clients navigate the dynamic real estate market with ease and confidence. Whether you are looking to buy, sell, lease, or invest, we provide expert guidance and tailored strategies to meet your unique goals. At Newmark Ciminelli, we pride ourselves on our deep local knowledge, innovative approach, and unwavering dedication to achieving the best outcomes for our clients.
1360 Niagara Street, Buffalo, New York 14213, United States -
HUNT Commercial Real Estate
● ClosedWelcome to HUNT Commercial Real Estate, your trusted partner in navigating the dynamic world of commercial properties. Conveniently located at 403 Main Street, Buffalo, New York 14203, we are at the heart of a vibrant business community and ready to serve clients throughout the region. At HUNT Commercial Real Estate, we specialize in a wide range of services tailored to meet the diverse needs of our clients, including property sales, leasing, tenant representation, and investment advisory. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to help you achieve your real estate goals.
403 Main Street, Buffalo, New York 14203, United States
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