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TOP 30 Retirement income planning in Buffalo, NY
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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.
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.
Merrill Lynch Wealth Management
Merrill 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.
PPS Pension & Financial Services
PPS Pension & Financial Services is a reputable finance institution located at 8660 Sheridan Drive in Buffalo, New York. With a focus on providing top-notch pension and financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement or looking to grow your investments, PPS Pension & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
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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