TOP 30 Small business investment in Williamsville, New York
22 results found
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James P Braniecki Agency
● ClosedJames P Braniecki Agency is an insurance agency located at 5707 Main Street in Williamsville, New York. With over 40 years of experience, Braniecki Insurance Agency has been providing trusted auto insurance to thousands of drivers in the Buffalo area. Whether you're looking for personal or business insurance, our agency is here to help protect your investments. From townhomes in Amherst to farmhouses in Eden, we offer the right homeowners insurance to suit your needs. Our business owners policy (BOP) combines general liability and business property insurance to provide comprehensive coverage for small businesses in Buffalo. Life insurance policies are also available to provide a lump-sum payment to beneficiaries upon the insured's death. Trust Braniecki Insurance Agency to provide the best coverage at the best price. Visit our Williamsville office or schedule an appointment at our Ellicottville or Tampa Bay locations to learn more about how we can assist you, your family, or your business.
5707 Main St, Williamsville, NY 14221, United States -
Queen City Financial Group
● ClosedQueen City Financial Group is a premier finance and insurance agency located at 305 Spindrift Drive in Williamsville, New York. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Queen City Financial Group is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.
305 Spindrift Dr, Williamsville, NY 14221, United States -
Sherwood Financial Management
● ClosedSherwood Financial Management is a fee-only financial planning and wealth management firm located at 8463 Sheridan Drive in Williamsville, New York. Our goal is to help you live your best life today while planning responsibly for tomorrow. As a professional and small business owner, our founder Tracy Sherwood understands the demands on your time and the challenges of managing both business and personal finances. We offer services to help you navigate unexpected changes, minimize taxes, and invest wisely. With a focus on building relationships and trust, we work with clients to achieve financial clarity, make informed decisions, and reach their personal goals. Our team of certified financial planners adheres to the highest standards of competence, ethical behavior, and professionalism. Contact us at (716) 302-4265 or email [email protected] to schedule an appointment and start planning for your financial future.
8463 Sheridan Dr, Williamsville, NY 14221, United States -
Custom Property Agency, Inc.
● ClosedCustom Property Agency, Inc. is an insurance agency located at 1323 North Forest Road in Williamsville, New York, United States. With a focus on building strong relationships with property owners, we offer a strategic approach to insurance that is supported by exemplary service. Our goal is to understand your unique needs and create a customized insurance package that protects your investment portfolio at a cost-effective rate. We have access to a variety of insurance products to ensure you get the coverage that is right for you. Whether you are a small business or a large corporation, we are here to help you navigate through the complexities of insurance coverage. Karen Catalano, with over 20 years of experience in the insurance industry, leads our team in providing expert advice on Risk Management & Loss Prevention to help business owners make informed decisions when it comes to their insurance needs. We now offer online payments for added convenience. Click here to make a payment now.
1323 N Forest Rd, Williamsville, NY 14221, United States -
Nicholas J Pellicore - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas J Pellicore is a financial advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. He holds various 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 his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Nicholas J Pellicore is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring they meet their financial goals and objectives.
6622 Main St Suite 2, Williamsville, NY 14221, United States -
John G Miskey III - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn G Miskey III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Specializing in finance, John G Miskey III 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 expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment management, and more. John G Miskey III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
6622 Main St Suite 2, Williamsville, NY 14221, United States -
Brandon M Harrington - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrandon M Harrington is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 8310 Wehrle Drive in Williamsville, New York, United States. Brandon holds various 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 Brandon's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you need assistance with asset management, estate planning, investment strategies, retirement planning, or specialized financial needs, Brandon M Harrington has the knowledge and skills to help you achieve your financial goals.
8310 Wehrle Dr, Williamsville, NY 14221, United States -
John Hornung - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Hornung is a Financial Advisor at Ameriprise Financial Services, LLC located at 17 Limestone Drive in Williamsville, New York, United States. John Hornung holds various 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 John Hornung's expertise in asset management, retirement planning, estate planning, investment strategies, and more. John Hornung is committed to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact John Hornung for expert financial guidance and personalized wealth management services.
17 Limestone Dr STE 7, Williamsville, NY 14221, United States -
Michael Lurz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Lurz is a Financial Advisor at Ameriprise Financial Services, LLC located at 2310 Wehrle Drive, Williamsville, New York, United States. Michael Lurz holds various 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®. Michael Lurz specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a focus on ethical practices and expertise in asset management, estate planning, investment strategies, and retirement planning, Michael Lurz is dedicated to helping clients achieve their financial goals.
2310 Wehrle Dr, Williamsville, NY 14221, United States -
Gregory Oguich - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGregory Oguich is a Financial Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Gregory holds various 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 Gregory's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Gregory is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuous education, Gregory Oguich is committed to helping clients achieve their financial goals.
6622 Main St Suite 2, Williamsville, NY 14221, United States -
PJ Di Pirro Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPJ Di Pirro Jr is a financial advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. He holds various certifications such as 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. He is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. His mission is to help clients make informed decisions and achieve their financial goals.
6622 Main St Suite 2, Williamsville, NY 14221, United States -
William C Hoock - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam C Hoock is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 8310 Wehrle Drive, Williamsville, New York, United States. William holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate William's expertise in asset management, retirement planning, estate planning, investment strategies, and more. William is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact William C Hoock for expert financial advice and guidance.
8310 Wehrle Dr, Williamsville, NY 14221, United States -
Daniel Wilkinson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Wilkinson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6622 Main Street, Williamsville, New York, United States. He holds various certifications and designations such as 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 his expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Daniel Wilkinson is dedicated to providing high-quality financial advice to individuals and small business owners, helping them achieve their financial goals.
6622 Main St Suite 2, Williamsville, NY 14221, United States -
Mike Makula - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMike Makula is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6622 Main Street, Williamsville, New York, United States. Mike holds several 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®. Mike specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Mike is dedicated to helping clients make informed decisions and achieve their financial goals.
6622 Main St Suite 2, Williamsville, NY 14221, United States -
TD Ameritrade
● ClosedTD Ameritrade is a leading finance institution located at 8118 Transit Road in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, TD Ameritrade offers a wide range of investment options, tools, and resources to help clients achieve their financial goals. Whether you are a seasoned investor or just starting out, TD Ameritrade's knowledgeable team is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Trust TD Ameritrade to be your partner in building a secure financial future.
8118 Transit Rd, Buffalo, NY 14221, United States -
OttFit at the Pilates Co-Op
● OpenWelcome to OttFit at the Pilates Co-Op, your premier destination for Pilates and wellness in Orchard Park, New York. Conveniently located at 3518 Southwestern Boulevard, our boutique studio is dedicated to providing personalized, dynamic workouts designed to help you feel your best every day. Whether you're a beginner or an experienced practitioner, our expert instructors are committed to guiding you on your wellness journey with tailored sessions that focus on your individual goals. At OttFit, we believe in the power of movement to bring joy and purpose to your life. With over 20 years of experience in studying and teaching movement, our team offers a supportive environment where you can explore and expand your physical capabilities. Our small group classes and private sessions ensure you receive personal attention and specific cues to optimize your workout experience.
3518 Southwestern Boulevard, Orchard Park, New York 14127, United States -
OttFit Pilates and Beyond
● ClosedWelcome to OttFit Pilates and Beyond, your premier boutique Pilates and wellness studio located at 162 Mill Street, Williamsville, New York. Just a short drive from downtown Buffalo, our studio is dedicated to helping you discover joy and purpose through movement. At OttFit, you deserve a workout that not only challenges you but also empowers you to reach your personal best. With over 20 years of experience in studying movement, we offer dynamic, customized workouts that cater to your specific needs. Whether you prefer private sessions or small group classes, each workout is uniquely designed to focus on your goals, ensuring a challenging and fulfilling experience every time. Our small boutique setting allows us to provide personal attention and specific corrections, ensuring you receive the guidance and support you need.
162 Mill Street, Williamsville, New York 14221, United States -
M&T Bank ATM
● OpenWelcome to the M&T Bank ATM located at 5330 Main Street, Williamsville, New York 14221. Our convenient ATM is accessible 24 hours a day, 7 days a week, offering you the flexibility to manage your finances whenever you need. M&T Bank is committed to providing comprehensive financial solutions including banking, insurance, investments, mortgage, and commercial services. With a robust network of 980 branches and 2,100 ATMs, along with advanced online and mobile services, we strive to meet all your financial needs. Our bank is recognized for its excellence in commercial banking, as highlighted in the Coalition Greenwich 2022 Commercial Banking Program. Additionally, M&T Bank is a leading provider of SBA 7(a) loans, as reported by the Small Business Administration for the fiscal year ending September 30, 2023.
5330 Main Street, Williamsville, New York 14221, United States -
M&T Bank ATM
● OpenWelcome to the M&T Bank ATM located at 1100 Wehrle Drive, Williamsville, New York 14221. Conveniently situated in the Amherst Center, our ATM is available to serve you 24 hours a day, 7 days a week, ensuring you have access to your financial needs anytime. M&T Bank is committed to providing a comprehensive suite of financial services, including banking, insurance, investments, mortgages, and commercial financial services. With a robust network of 980 branches and 2,100 ATMs, as well as a variety of online and mobile services, we strive to deliver exceptional convenience and support to our customers. Recognized by the Coalition Greenwich 2022 Commercial Banking Program, M&T Bank has been a trusted partner in financial services. We are also proud of our achievements in supporting small businesses, as highlighted by our lending performance in the SBA's 7(a) lending program for the fiscal year ending September 30, 2023.
1100 Wehrle Drive, Williamsville, New York 14221, United States -
M&T Bank ATM
● OpenWelcome to the M&T Bank ATM located at 1540 Maple Road, Williamsville, New York 14221, conveniently situated at the Millard Fillmore Suburban site. Our ATM is accessible 24 hours a day, 7 days a week, ensuring you can manage your financial needs at any time. As part of M&T Bank's extensive network, we offer a comprehensive range of financial services, including banking, insurance, investments, mortgage, and commercial finance, through our 980 branches and 2,100 ATMs. M&T Bank is proud to support local businesses and individuals, as evidenced by our recognition in the Coalition Greenwich 2022 Commercial Banking Program and our active participation in the SBA’s 7(a) lending program, where we have been a leading provider of approved loans. Our commitment to customer service extends to our online and mobile platforms, providing you with seamless banking experiences wherever you are.
1540 Maple Road, Williamsville, New York 14221, United States -
M&T Bank ATM
● OpenWelcome to the M&T Bank ATM located at Delta Sonic 1809, 4983 Transit Road, Williamsville, New York 14221. Conveniently accessible 24 hours a day, 7 days a week, this ATM is part of M&T Bank's extensive network designed to meet your financial needs at any time. Whether you need to withdraw cash, check your balance, or perform other banking transactions, our ATM is here to serve you efficiently. M&T Bank is committed to providing a comprehensive suite of financial services, including banking, insurance, investments, mortgage, and commercial financial solutions. With a robust presence of 980 branches and 2,100 ATMs, along with versatile online and mobile services, M&T Bank ensures you have access to your finances wherever you are.
4983 Transit Road, Williamsville, New York 14221, United States -
Monarch Wealth Management, LLC
● OpenWelcome to Monarch Wealth Management, LLC, your trusted partner in financial planning and investment management, located at 8340 Main Street, Williamsville, New York. We believe that a plan is only as good as the actions it inspires. Our mission is to transform your financial goals into reality through a dynamic and adaptive investment strategy tailored to your unique needs. At Monarch Wealth Management, our investment philosophy is designed to evolve with you. We employ a proprietary process for investment selection and due diligence, ensuring that your portfolio is robust and responsive to changing market conditions. Through ongoing investment rebalancing, analysis, oversight, and tax-loss harvesting, we handle all trading, rebalancing, and stock sales, so you can focus on what matters most to you.
8340 Main Street, Williamsville, New York 14221, United States
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