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TOP 30 Strategic financial services in Buffalo, NY
30 results found
A convenient service for searching for businesses, places and services
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.
University At Buffalo Foundation
The University at Buffalo Foundation is located at 101 Service Center Road in Buffalo, New York, United States. This institution is a university that is dedicated to supporting the University at Buffalo's strategic goals in research, scholarship, and educational excellence. They manage scholarship funds, endowments, and gifts that support various initiatives at UB, such as the Henry A. Panasci Jr. Technology Entrepreneurship Competition, the Distinguished Speakers Series, and the GRoW home project. The UB Foundation plays a crucial role in attracting top scholars and researchers to UB through endowed chairs and supports various programs and facilities on campus, such as Greiner Hall, the Jacobs School of Medicine and Biomedical Sciences, the Anderson Gallery, and the Murchie Family Fieldhouse. They also manage funds that support scholarships, student emergency funds, and the Marching Band Endowment Fund.
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.
Hudson Advisor Services
Hudson Advisor Services is a leading financial institution located at 237 Main Street in Buffalo, New York, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, Hudson Advisor Services is committed to delivering high-quality financial solutions tailored to each individual's unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
FitzMark, LLC. (Buffalo)
FitzMark, LLC. in Buffalo, New York is a leading third-party logistics provider offering a wide range of transportation services. Our proprietary technology, DASH, allows us to deliver top-notch services to both our customers and carriers. With a proactive operational approach, we ensure all logistics needs are met efficiently. With offices strategically located across the U.S., including Buffalo, we have experienced sustained growth in the industry. We offer tools and resources to support career development and financial freedom for our employees. Join us in Buffalo, along with our other locations in Indianapolis, Chattanooga, Birmingham, Omaha, Detroit, Atlanta, Gainesville, and Kansas City. Let's become best friends and discuss how we can work together soon!
Gleason Tax Advisory
Gleason Tax Advisory, located at 1848 Buffalo Street Extension in Jamestown, New York, offers a range of services including tax preparation, insurance, payroll, Medicare, and business advisement. Booking is now open for post-tax season appointments, with extensions available and pre-payments if needed. You can schedule a 1-on-1 meeting with Bruce for tax planning, payroll, business advising, or Medicare, either in person or virtually. Bruce is a licensed insurance agent and broker who can help you select the right insurance plan for your needs and budget. Our offices are open year-round, and we also offer assistance with navigating New York State sales tax laws for small businesses. With advanced online technology and attentive professionals, you can trust us to handle your payroll needs. Tax meetings are by appointment only, and you can book online or by phone. Let Gleason Tax Advisory help you with all your financial needs in Jamestown, NY.
M&T Insurance Agency Inc.
M&T Insurance Agency Inc. is a trusted insurance agency located at 285 Delaware Avenue, Buffalo, New York, United States. With a history dating back to 1927, we offer tailored and comprehensive insurance solutions for all your business needs. Our team of experts develops effective risk management strategies to protect your people and reduce your total cost of risk. We take a strategic approach to organizational wellbeing, investing in your people's health, financial wellbeing, and career growth to align with your goals. As part of The Gallagher Way, we provide a world of solutions to help you face any risk, anywhere in the world. Our global leadership in insurance, risk management, and consulting services ensures that we can help clients navigate challenges and find effective solutions. With over 52,000 employees worldwide, we bring a wealth of experience and expertise to every client interaction.
National Wealth Management
National Wealth Management is a leading finance and insurance agency located at 747 Hopkins Road in Buffalo, New York. Our institution is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals, we offer a wide range of services including investment management, retirement planning, estate planning, and insurance coverage. At National Wealth Management, we prioritize building long-term relationships with our clients and providing them with the tools and resources they need to secure their financial future.
M. Sadiqur Rahman
M. Sadiqur Rahman is a reputable doctor located at 565 Abbott Road in Buffalo, New York. Dr. Rahman specializes in providing high-quality healthcare services to patients in the area. With a focus on patient care and well-being, Dr. Rahman is known for his expertise and compassionate approach to medicine. Whether you are in need of a routine check-up or treatment for a specific health issue, you can trust Dr. Rahman to provide the personalized care you deserve. Visit M. Sadiqur Rahman for top-notch medical care in Buffalo, New York.
The Bonadio Group
The Bonadio Group is a top 50 CPA firm located at 7936 Seneca Turnpike in Clinton, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help our clients navigate their financial and business challenges. We take a personalized approach to each client, recognizing that every situation is unique and requires a tailored solution. Our team of problem solvers and industry experts are dedicated to serving as trusted partners to our clients. We go beyond traditional accounting services to deeply understand the industries we serve, providing insightful commentary on industry trends through various mediums such as articles, seminars, webinars, and more.
Lumsden McCormick CPA
Lumsden McCormick CPA is a reputable accounting and finance institution located at 369 Franklin Street in Buffalo, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax planning, audit and assurance, business consulting, and financial planning. Their commitment to excellence and personalized service has made them a trusted partner for individuals and businesses seeking financial expertise. Whether you need help with tax preparation or strategic financial planning, Lumsden McCormick CPA is dedicated to helping you achieve your financial goals.
Low-cost business consulting
Low-Cost Business Consulting is a professional institution located at 1207 Delaware Avenue in Buffalo, New York. Our team of experienced consultants offers affordable and effective business solutions to help small and medium-sized businesses thrive. From strategic planning to marketing strategies, financial analysis to operational efficiency, we provide a wide range of services tailored to meet the unique needs of each client. Whether you are looking to launch a new venture or improve an existing business, our consultants are here to guide you every step of the way. Contact us today to schedule a consultation and take your business to the next level.
The Magellan Group LLC
The Magellan Group LLC is a management consulting firm located at 14 Lafayette Square in Buffalo, New York, United States. Specializing in Organizational Development, Strategic Planning, and Operations Management, we work with non-profits, healthcare organizations, and businesses to help them achieve their mission and create value for their stakeholders. With industry-wide knowledge, education, insights, and technical expertise, we are able to quickly assess challenges and develop effective solutions. Let The Magellan Group be your compass to organizational success. With years of experience in various industries, our services include Organization Development, Strategic Planning, and Operations Management, all aimed at helping you achieve success.
Knowles Solutions
Knowles Solutions is a reputable accounting and finance institution based in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, tax preparation, auditing, and consulting. Their dedication to providing top-notch solutions tailored to each client's unique needs sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Knowles Solutions is committed to helping you achieve your goals and secure a stable financial future.
The Bonadio Group
The Bonadio Group is a top 50 CPA firm located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide even more value with every engagement. We are problem solvers, industry experts, and trusted partners for our clients. Clients rely on us as strategic and community-oriented partners with a deep understanding of their businesses and priorities. Your success is at the core of everything we do, both for our clients and the communities they are a part of. Combining technical expertise with a strong understanding of our client's businesses, we offer insightful commentary on a wide range of industry trends through various channels such as written articles, seminars, webinars, and thought leadership.
The Bonadio Group
The Bonadio Group is a top 50 CPA firm located at 100 Riley Street in East Aurora, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide tailored solutions for every engagement. As problem solvers and industry experts, we are trusted partners to our clients. We are committed to finding the best solution for each individual client because we understand that one size does not fit all. Our clients rely on us as strategic, community-oriented partners with a deep knowledge of their businesses and priorities.
The Bonadio Group
The Bonadio Group, located at 171 Sully's Trail in Pittsford, New York, is a top 50 CPA firm offering a wide range of accounting and finance services. With a focus on diving deep into each industry they serve, they provide tailored solutions to help clients overcome financial and business challenges. Known for being problem solvers, industry experts, and trusted partners, The Bonadio Group is committed to finding the best solutions for each individual client. As members of the Moore North America, Inc. Association, they offer knowledgeable commentary on industry trends through various platforms such as written articles, seminars, webinars, and thought leadership. Clients rely on The Bonadio Group for their deep knowledge of their businesses and priorities, making them strategic partners in their success. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is dedicated to helping clients thrive in their respective industries.
E.B. Howard Consulting
E.B. Howard Consulting is a leading consulting firm located at 5500 North Bailey Avenue in Buffalo, New York. With a team of experienced professionals, they provide a wide range of services including grant writing, project management, strategic planning, and business development. Their expertise and dedication to helping clients achieve their goals make them a trusted partner for organizations looking to succeed in today's competitive market.
The Bonadio Group
The Bonadio Group, located at 6 Wembley Court in Albany, New York, is a top 50 CPA firm offering a wide range of accounting and finance services to help clients overcome their financial and business challenges. With a deep understanding of each industry they serve, they provide tailored solutions for every engagement. The team at The Bonadio Group are problem solvers, industry experts, and trusted partners, working closely with clients to ensure their success. As an independent member firm of the Moore North America, Inc. Association, they have access to a global network of resources to better serve their clients. The Bonadio Group is dedicated to being a strategic, community-oriented partner, offering knowledgeable commentary on industry trends through various channels. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is committed to providing exceptional service and expertise to help clients thrive.
Peter Spira - Morgan Stanley
Peter Spira - Morgan Stanley is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. As a branch of the renowned Morgan Stanley, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Peter Spira - Morgan Stanley strives to provide personalized and innovative solutions to help clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, Peter Spira - Morgan Stanley is dedicated to delivering exceptional service and expertise.
Sterling Investment Counsel, LLC
Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.
TeamIFS.com
TeamIFS.com is a leading institution located at 6225 Sheridan Drive in Buffalo, New York, United States. We specialize in providing innovative and cutting-edge solutions in the field of finance and investment. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert advice. With a focus on integrity and professionalism, TeamIFS.com is committed to delivering top-notch services and personalized solutions to our clients. Join us today and let us help you navigate the complex world of finance with confidence and success.
Brien's Business Umbrella Accounting
Brien's Business Umbrella Accounting is a leading accounting and finance institution located at 1 Seneca Street in Buffalo, New York, United States. We offer a full suite of financial management services to support your ongoing business needs. Our team provides comprehensive accounting and bookkeeping services for small and mid-sized businesses in all industries. We also offer strategic tax planning and preparation services to save your business time and money. Additionally, our secure and efficient payroll processing services take the hassle out of payroll, allowing you to focus on other aspects of your business. Trust Brien's Business Umbrella Accounting to help your business thrive financially.
Status Advisors
Status Advisors is a leading accounting and finance institution located at 2117 Buffalo Road in Rochester, New York, United States. Our team of experienced advisors is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax planning, investment strategies, or financial reporting, Status Advisors is here to help. Trust us to help you navigate the complexities of the financial world and achieve your goals. Contact us today to schedule a consultation.
MJI Consulting Group LLC
MJI Consulting Group LLC is a leading consulting firm located at 4043 Maple Road in Buffalo, New York. Our team of experienced consultants offers a wide range of services to help businesses improve their operations, increase efficiency, and achieve their goals. Whether you need assistance with strategic planning, financial analysis, or organizational development, we have the expertise to guide you towards success. Contact us today to learn more about how MJI Consulting Group LLC can help your business thrive.
Hussain & Co.
Hussain & 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.
Bonadio & Co: Zielinski James J CPA
Bonadio & Co: Zielinski James J CPA is a top 50 CPA firm located at 171 Sully's Trail in Pittsford, New York. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide tailored solutions for every engagement. As problem solvers and industry experts, we are trusted partners to our clients. We are committed to finding the best solution for each individual client, as we understand that one size doesn't fit all. Our clients rely on us as strategic, community-oriented partners with a deep knowledge of their business and priorities.
Priority Biz
Priority Biz is a leading institution located at 247 South Cayuga Road in Buffalo, New York. We specialize in providing top-notch business solutions to help companies thrive and succeed in today's competitive market. Our team of expert consultants offers a wide range of services including strategic planning, financial analysis, marketing strategies, and more. With a focus on excellence and innovation, Priority Biz is dedicated to helping businesses achieve their goals and reach new heights of success. Contact us today to see how we can help your business grow and prosper.
Harter Secrest & Emery
Harter Secrest & Emery is a prestigious full-service law firm located at 111 Washington Avenue in Albany, New York. The firm offers a wide range of legal services and has a team of industry insiders who provide strategic counseling to clients in the higher education sector. With offices in Rochester, Buffalo, Corning, and New York City, HSE has been serving clients since 1894. The firm is known for its expertise in data breach response, as well as its innovative Preventing Discrimination and Harassment in the Workplace program. Amy J. Kellogg and John Anderson have been recognized for their contributions to the legal sector, and HSE's presentations are approved for New York State CLE credit. Contact HSE today to learn more about their comprehensive legal services and how they can help you navigate the challenges of today's rapidly-changing legal landscape.
PCA Technology Group, Inc.
PCA Technology Group, Inc. is a technology institution located at 303 Cayuga Road in Buffalo, New York, United States. We pride ourselves on leveraging partnerships to provide value and growth for our clients. Our approach involves genuinely listening to your needs and simplifying the entire experience to best understand your business. We conduct in-depth assessments of your current processes, network, and infrastructure to identify strengths, weaknesses, and overall IT needs. Based on our findings, we recommend an IT approach that aligns with your business goals and growth initiatives. This strategic roadmap guides our next steps as we begin executing the plan from start to finish.
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