TOP 30 Retirement advice in Orchard Park, New York
27 results found
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Mark Stevens Financial Consultant
● ClosedMark Stevens Financial Consultant is a reputable finance and insurance agency located at 4313 South Buffalo Street in Orchard Park, New York. With a team of experienced financial consultants, we provide personalized financial planning and insurance solutions to help our clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or protect your assets, our knowledgeable team is here to provide you with expert advice and guidance. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
4313 S Buffalo St, Orchard Park, NY 14127, United States -
Michael Messuro - State Farm Insurance Agent
● ClosedMichael Messuro - State Farm Insurance Agent is an insurance agency located at 9125 Main Street in Clarence, New York. Just West of Thompson Rd, Sheridan Dr and Main St Intersection, the agency offers personalized quotes for auto, home, life, health, condo, renters, and small business insurance. Michael Messuro and his experienced team, who have a combined 60 years of professional insurance experience, are dedicated to serving customers in Clarence, Williamsville, East Amherst, Akron, Alden, Lancaster, Lockport, Cheektowaga, and other surrounding areas. With a focus on customer needs and priorities, the agency aims to provide superior insurance and financial services to the community. Services offered include auto, home, life, condo, renters, and business insurance, serving areas such as West Seneca, Lackawanna, South Buffalo, Cheektowaga, Lancaster, Elma, Orchard Park, and the rest of the southtowns.
9125 Main St, Clarence, NY 14031, United States -
Gregory Croll - Prudential Financial
● OpenGregory Croll - Prudential Financial is a reputable finance and insurance agency located at 3085 Southwestern Boulevard in Orchard Park, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping clients achieve their financial goals and secure their future. The experienced team at Gregory Croll - Prudential Financial is committed to delivering personalized and comprehensive financial planning strategies tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Gregory Croll - Prudential Financial is here to assist you every step of the way.
3085 Southwestern Blvd # 200, Orchard Park, NY 14127, United States -
Waterford Advisors, LLC
● ClosedWaterford 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.
3858 N Buffalo St Suite 2, Orchard Park, NY 14127, United States -
Southtowns Financial Group
● ClosedSouthtowns Financial Group is a leading finance and insurance agency located at 3438 Orchard Park Road in Orchard Park, New York. Our experienced team of professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, we have the expertise to guide you every step of the way. Visit us today to see how we can help secure your financial future.
3438 Orchard Park Rd, Orchard Park, NY 14127, United States -
We Are FSC
● Open"We Are FSC" is a finance institution located at 3870 North Buffalo Street in Orchard Park, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients make informed decisions about their finances. Whether you need assistance with investments, retirement planning, or insurance, we are here to help. Visit us today to learn more about how we can assist you with all of your financial needs.
3870 N Buffalo St, Orchard Park, NY 14127, United States -
Silver Grove Financial Group, Inc.
● ClosedSilver Grove Financial Group, Inc. is a leading finance institution located at 400 Sterling Drive in Orchard Park, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our dedicated team is here to assist you every step of the way. At Silver Grove Financial Group, Inc., we are committed to providing personalized and tailored financial solutions to meet the unique needs of each of our clients. Contact us today to learn more about how we can help you secure your financial future.
400 Sterling Dr, Orchard Park, NY 14127, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned finance institution located at 6532 East Quaker Street in Orchard Park, New York. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our advisors are here to help guide you every step of the way. Trust Morgan Stanley Financial Advisors to provide expert financial advice and solutions tailored to your unique needs.
6532 E Quaker St, Orchard Park, NY 14127, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 6435 West Quaker Street in Orchard Park, New York, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. To learn more about the client experience, you can download their "Experience Is Everything" brochure. With the upcoming elections, Buckingham can help you navigate the potential impacts on different sectors and industries. Additionally, if your organization offers restricted stock units (RSUs) as a form of compensation, Buckingham can provide guidance on maximizing their benefits. Your values play a crucial role in shaping your financial plan, and Buckingham can help align your values with your financial goals.
6435 W Quaker St, Orchard Park, NY 14127, United States -
Frank Antonucci
● ClosedFrank Antonucci is a reputable finance institution located at 4063 North Buffalo Street in Orchard Park, New York. With a strong focus on providing personalized financial services to individuals and businesses, Frank Antonucci is committed to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Frank Antonucci is dedicated to providing expert guidance and support. Visit us today to see how we can help you secure your financial future.
4063 N Buffalo St, Orchard Park, NY 14127, United States -
Senior Financial & Tax
● ClosedSenior Financial & Tax is a trusted finance institution located at 5205 Chestnut Ridge Road in Orchard Park, New York. Our team of experienced professionals is dedicated to providing expert financial and tax services to seniors and retirees in the local community. Whether you need assistance with retirement planning, investment management, tax preparation, or estate planning, we are here to help. At Senior Financial & Tax, we prioritize personalized service and strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
5205 Chestnut Ridge Rd, Orchard Park, NY 14127, United States -
Longevity Wealth Partners
● ClosedLongevity Wealth Partners is a reputable finance institution located at 6455 Lake Avenue in Orchard Park, New York. Our team of experienced financial advisors is dedicated to helping clients achieve long-term financial security and prosperity. We offer personalized wealth management services tailored to each individual's unique goals and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Longevity Wealth Partners is here to provide expert guidance and support every step of the way. Trust us to help you secure a prosperous future for yourself and your loved ones.
6455 Lake Ave suite d, Orchard Park, NY 14127, 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 -
James Joseph - Morgan Stanley
● OpenJames Joseph - Morgan Stanley is a renowned finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a strong reputation for providing top-notch financial services, James Joseph - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors, personalized approach, and commitment to excellence in serving its clients. Whether you are looking for investment advice, retirement planning, or wealth management services, James Joseph - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence.
6532 E Quaker St, Orchard Park, NY 14127, United States -
Jack Licata - Morgan Stanley
● OpenJack Licata - Morgan Stanley is a reputable finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a strong focus on providing top-notch financial services, Jack Licata - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Jack Licata - Morgan Stanley is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Jack Licata - Morgan Stanley is your go-to destination for all your financial needs.
6532 E Quaker St, Orchard Park, NY 14127, United States -
Primiano Financial
● OpenPrimiano Financial is a reputable finance institution located at 4211 North Buffalo Street in Orchard Park, New York, United States. With a team of experienced professionals, Primiano Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Primiano Financial is dedicated to providing personalized solutions to meet your needs. Trust in Primiano Financial to help you navigate the complexities of the financial world and secure a stable financial future.
4211 N Buffalo St #17a, Orchard Park, NY 14127, United States -
Robert J Ellis Financial Services
● ClosedRobert J Ellis Financial Services is a reputable finance institution located at 3415 Orchard Park Road in Orchard Park, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our dedicated team is here to help. Trust Robert J Ellis Financial Services to provide you with personalized and comprehensive financial solutions to secure your financial future.
3415 Orchard Park Rd, Orchard Park, NY 14127, United States -
Jennifer L Krieger Radziwon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJennifer L Krieger Radziwon is a financial advisor at Ameriprise Financial Services, LLC located at 240 Redtail, Orchard Park, New York, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various areas of financial planning including asset management, retirement planning, estate planning, investment management, and insurance products. Jennifer is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, she is committed to helping her clients achieve their financial goals and secure their financial future.
240 Redtail Ste 13, Orchard Park, NY 14127, United States -
Legacy Financial Group Inc
● OpenLegacy Financial Group Inc is a reputable finance institution located at 220 Redtail in Orchard Park, New York, United States. With a strong focus on providing top-notch financial services, Legacy Financial Group Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Legacy Financial Group Inc is here to assist you every step of the way. Trust in Legacy Financial Group Inc for all your financial needs.
220 Redtail # 6, Orchard Park, NY 14127, United States -
Prudential Advisors
● ClosedPrudential Advisors is a leading financial institution located at 6455 Lake Avenue in Orchard Park, New York, United States. As a trusted provider of financial services, Prudential Advisors offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, Prudential Advisors is dedicated to providing top-notch financial planning, investment management, and insurance services to individuals and businesses. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Prudential Advisors is committed to helping you secure a brighter financial future. Contact Prudential Advisors today to schedule a consultation and take the first step towards financial success.
6455 Lake Ave suite d, Orchard Park, NY 14127, United States -
James Sands - Morgan Stanley
● OpenJames Sands - Morgan Stanley is a prominent finance institution located at 6532 East Quaker Street in Orchard Park, New York, United States. With a reputation for excellence in financial services, James Sands - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Sands - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
6532 E Quaker St, Orchard Park, NY 14127, United States -
Great Erie Federal Credit Union
● ClosedGreat Erie Federal Credit Union is a trusted financial institution located at 4000 North Buffalo Street in Orchard Park, New York. As a member-owned credit union, we are dedicated to providing personalized financial services and products to our members in the community. Our mission is to help our members achieve their financial goals and build a secure future. Whether you need a loan, a savings account, or financial advice, our team of experienced professionals is here to help. Join us today and experience the benefits of banking with Great Erie Federal Credit Union.
4000 N Buffalo St, Orchard Park, NY 14127, United States -
Orion Capital Solutions, LLC
● ClosedOrion Capital Solutions, LLC is a finance institution located at 3221 Southwestern Boulevard in Orchard Park, New York, United States. They specialize in providing financial solutions and services to individuals and businesses, helping them manage and grow their wealth. With a team of experienced professionals, Orion Capital Solutions offers personalized financial advice and support to help clients achieve their financial goals. Whether you are looking to invest, save, or manage your finances, Orion Capital Solutions is dedicated to providing you with the expertise and guidance you need.
3221 Southwestern Blvd Suite 242, Orchard Park, NY 14127, United States -
Wells Fargo Advisors
● OpenWelcome to Wells Fargo Advisors - Orchard Park, NY At Wells Fargo Advisors, located at 4370 South Taylor Road, Orchard Park, New York, we are committed to providing personalized financial services tailored to meet your unique needs and goals. As a trusted name in the financial industry, we strive to deliver expert guidance and comprehensive solutions to help you navigate your financial journey with confidence.
4370 South Taylor Road, Orchard Park, New York 14127, United States -
Five Star Bank
● ClosedWelcome to Five Star Bank, your trusted partner in finance located at 3233 Southwestern Boulevard, Orchard Park, New York 14127. At Five Star Bank, we are committed to providing exceptional banking services to the community with a focus on personalized customer care and innovative financial solutions. Our team of experienced professionals is dedicated to helping you achieve your financial goals, whether it’s through personal banking, business services, or wealth management. We offer a comprehensive range of products, including checking and savings accounts, loans, mortgages, and investment services, all designed to meet your unique needs. Visit us today and experience the Five Star difference, where your financial well-being is our top priority.
3233 Southwestern Boulevard, Orchard Park, New York 14127, United States -
BankOnBuffalo a Division of CNB Bank
● ClosedWelcome to BankOnBuffalo, a Division of CNB Bank, located at 3049 Orchard Park Road, Orchard Park, New York 14127. As a trusted financial institution, we are committed to serving the diverse banking needs of our community with excellence and integrity. Our comprehensive range of services includes personal and business banking, loans, and financial planning, all tailored to help you achieve your financial goals. Experience the convenience and flexibility of our BankOnWheels, a full-service branch on the move, bringing our exceptional banking services directly to neighborhoods near you each week. Whether you need assistance with everyday banking or complex financial solutions, our dedicated team is here to provide expert guidance and support.
3049 Orchard Park Road, Orchard Park, New York 14127, United States -
Kristine Buchband - Morgan Stanley
● OpenWelcome to Kristine Buchband - Morgan Stanley, your trusted partner in navigating the financial landscape. Conveniently located at 6532 East Quaker Street in the heart of Orchard Park, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs and aspirations. At Kristine Buchband - Morgan Stanley, we offer a comprehensive range of financial services, including wealth management, investment strategies, retirement planning, and more. Our team of experienced professionals is committed to delivering expert guidance and insightful advice, empowering you to make informed financial decisions.
6532 East Quaker Street, Orchard Park, New York 14127, United States
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