TOP 30 Succession plans in Batavia, New York

15 results found

The Financial Guys is an independent wealth management firm located at 319 West Main Street, Batavia, New York. They specialize in providing comprehensive financial solutions for individuals, families, and businesses. With a goal-based approach, they help clients develop investment strategies tailored to their risk tolerance and financial goals. The Financial Guys are dedicated to serving their clients' best interests and offer a wide range of financial products and services. They also support Western New York Veterans through donations. Securities are offered through Peak Brokerage Services, LLC and investment products and services are available to residents of select states. The firm regularly hosts workshops and events on various financial topics to educate and empower their clients. Visit their website for more information and to schedule a consultation.

Martin Caliendo is a reputable doctor's office located at 33 Chandler Avenue in Batavia, New York. Specializing in health and wellness, the institution offers a range of medical services to cater to the needs of patients in the area. With a dedicated team of healthcare professionals, Martin Caliendo is committed to providing high-quality care and personalized treatment plans to ensure the well-being of all patients. Whether you are in need of a routine check-up or treatment for a specific medical condition, you can trust Martin Caliendo to deliver exceptional care in a warm and welcoming environment.

Olivia Higgins is a reputable doctor's office located at 127 North Street in Batavia, New York, United States. At Olivia Higgins, patients can expect top-notch healthcare services and personalized treatment plans tailored to their individual needs. The dedicated team of medical professionals at this institution is committed to providing high-quality care and ensuring the well-being of all patients. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Olivia Higgins is the place to go for all your health needs. Visit us today and experience the difference in healthcare excellence.

Daniel Grace is a reputable medical institution located at 33 Chandler Avenue in Batavia, New York, United States. Specializing in providing top-notch healthcare services, Daniel Grace is a trusted name in the community. With a team of skilled doctors and health professionals, patients can expect personalized care and treatment for a wide range of medical conditions. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Daniel Grace is committed to ensuring the health and well-being of all patients. Visit us today and experience the exceptional care that sets us apart from the rest.

Mr. Keith Bailey is a renowned physiotherapy institution located at 8276 Park Road in Batavia, New York, United States. With a focus on promoting optimal health and well-being, Mr. Keith Bailey offers a range of specialized physiotherapy services to help individuals recover from injuries, manage chronic pain, and improve mobility. The institution is staffed with highly skilled and experienced physiotherapists who are dedicated to providing personalized care and treatment plans tailored to each patient's unique needs. Whether you are recovering from a sports injury, seeking relief from back pain, or looking to improve your overall physical health, Mr. Keith Bailey is committed to helping you achieve your goals and live a healthier, more active lifestyle.

Williams Law Firm is a reputable legal institution located at 2 Court Street in Batavia, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with family law matters, or require representation in a criminal defense case, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Williams Law Firm is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Bonarigo & McCutcheon, Attorneys is a highly respected law firm located at 18 Ellicott Street in Batavia, New York. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, our experienced attorneys are dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Bonarigo & McCutcheon, Attorneys is the go-to firm for all of your legal needs in the Batavia area.

Brighton Securities, located at 212 East Main Street in Batavia, New York, is a reputable financial management firm serving individuals, families, and businesses in the Batavia, Rochester, and Buffalo regions. With a team of experienced financial planners and investment strategists, we offer a wide range of financial services tailored to meet your specific needs and goals. Whether you are looking for guidance on short-term savings, long-term investments, or retirement planning, we are here to provide expert advice and support. Schedule a meeting with us today to learn how we can help you achieve financial success.

Edward Jones - Financial Advisor: Michael R Marsh is a trusted finance institution located at 7 Jackson Street, Batavia, New York, United States. As a dedicated financial advisor, Michael R Marsh provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Michael R Marsh is committed to guiding individuals towards financial success and security. Contact them today to schedule a consultation and take the first step towards a secure financial future.

t Merrill Lynch Financial Advisor John J. Riter, located at 21 Masse Place in Batavia, New York, our team of experienced professionals at Riter, Grammatico, Reich, White, Tufts & Associates is dedicated to providing the strongest and most robust overall client experience. With over 140 years of combined experience, we offer goals-based planning and investment services to individual, non-profit, and corporate clients in 34 different states and 7 countries. We believe in delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch, combined with the personal touch and friendliness associated with small town values. Our relentless pursuit of financial wellness aims to help clients achieve better outcomes and reach their financial goals. We provide fiduciary advisory services to help manage retirement investments and offer a legacy of service excellence to ensure smooth program operations.

Postresch Tallon Group is a finance institution located at 8331 Lewiston Road in Batavia, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Postresch Tallon Group to guide you towards financial success and stability.

Alyssa Fox - Financial Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 113 Main Street, Batavia, New York, United States. Alyssa Fox is a certified financial advisor with various prestigious designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Alyssa Fox provides personalized financial advice tailored to the individual needs of clients. Whether you are a retiree, small business owner, or high net worth individual, Alyssa Fox can help you navigate the complex world of finance with confidence and success. Contact Alyssa Fox - Financial Advisor at Ameriprise Financial Services, LLC for expert financial guidance and unparalleled service."

Merrill Lynch Financial Advisor Michael J. Grammatico, located at 21 Masse Place in Batavia, New York, offers comprehensive financial planning and investment services to individual, non-profit, and corporate clients. The team, known as Riter, Grammatico, Reich, White, Tufts & Associates, has over 140 years of combined experience serving clients in Western New York and beyond. They provide personalized advice and guidance tailored to each client's unique needs, with a focus on helping them achieve their financial goals. With access to the resources of Merrill Lynch and Bank of America, the team is dedicated to helping clients manage, grow, and preserve their wealth for the long term. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Michael J. Grammatico can help you create a customized financial approach to suit your needs. With a commitment to service excellence and a deep understanding of behavioral finance, the team is dedicated to helping clients make informed decisions and achieve financial success. Contact Merrill Lynch Financial Advisor Michael J. Grammatico to start the conversation about your financial goals and priorities today.

Merrill Lynch Financial Advisor Emily L. Marling is a finance institution located at 21 Masse Place, Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide exceptional client experience and goal-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. The institution offers fiduciary advisory services, helping clients manage their retirement investments and secure their financial futures. They work closely with clients to develop personalized financial plans that align with their goals and priorities. Through the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences to customize their financial approach.

Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.