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TOP 30 Tailored risk management plans in Buffalo, NY
27 results found
Search for local businesses, places and services near you
Buffalo First Wealth Management, LLC
Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.
Buffalo Financial
Buffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management. Our goal is to provide our clients with financial peace of mind through personalized, objective advice that empowers them to pursue their passions, dreams, and talents. We offer a range of services, including asset management tailored to each client's unique situation, personalized financial planning that can be adjusted as life changes occur, and sophisticated investment solutions designed to help you achieve your goals. At Buffalo Financial, we always act in your best interests, ensuring that your financial well-being is our top priority.
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.
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.
Maranto Agency, Inc.
Maranto Agency, Inc. is an insurance agency located at 36 Hopkins Road in Buffalo, New York, United States. Our team of advisors takes the time to understand your individual needs, whether it's for your family or your business, before recommending policies from reputable insurance companies. We prioritize both price and protection to ensure you get coverage that fits your budget and lifestyle without sacrificing quality. Our financial insurance consultants are here to help you plan for your financial future and provide comprehensive coverage for your pets' health, including accidents, illnesses, and preventive care. With over 40 years of experience serving Western New York families and businesses, we have built a reputation for excellent coverage and customer service.
Michael J Foley & Associates
Michael J Foley & Associates is a reputable dental institution located at 3476 Sheridan Drive in Buffalo, New York. Our team of experienced dentists and health professionals are dedicated to providing top-notch dental care to patients of all ages. From routine cleanings and check-ups to more complex procedures, we strive to ensure that each patient receives personalized and compassionate care. Visit us today to experience the difference at Michael J Foley & Associates.
Sheridan Benefits, LLC
Sheridan Benefits, LLC is a health and insurance agency located at 7 Limestone Drive in Buffalo, New York, United States. Our team specializes in providing solutions for individual health insurance and Medicare, as well as offering options for Part-time employees, Medicaid-eligible employees, families in need of Child Health Plus, retirees, and more. With over 50 insurance companies represented, we ensure that your family and personal property are well protected. Our cutting-edge technology solutions make Benefits Administration and Risk Management efficient and hassle-free. We offer personalized online enrollments, digital renewal processes, compliance reporting, and more. Our hands-on approach, backed by technology, keeps you in compliance and informed about the latest changes affecting your business. At Sheridan Benefits, we deliver competitive benefit options to help you attract and retain employees while controlling costs and staying compliant. Our payroll management system, Sheridan PaySource, ensures accurate and efficient payroll processing. We tailor coverage to match your business needs and provide tools to help run your business effectively. Our HR specialists offer tailored advice and robust HR programs to meet your specific needs. With over 15 years of experience, we provide unbiased opinions on all available options in the market. We believe that the right benefits mix has a direct impact on employee health, satisfaction, and financial security. Our proactive approach to benefits consulting and compliance education helps your workforce make informed decisions. At Sheridan Benefits, we believe knowledge is power, and we focus on providing the information needed for educated decisions on benefits.
Alfred W. Dye Insurance Agency
Alfred W. Dye Insurance Agency, located at 7202 Boston State Road in North Boston, New York, is dedicated to helping individuals and businesses protect their dreams and investments. The agency offers a variety of insurance policies, including individual Dental, Vision, and Life insurance, as well as comprehensive employee benefits packages. With a focus on minimizing risks and losses, the agency is committed to providing excellent customer service and knowledgeable advice. Clients praise the agency's professionalism, efficiency, and expertise in the insurance industry. Whether you are in need of auto, homeowners, health, or business insurance, Aebly & Associates is a trusted partner with over a century of experience serving clients in the Greater Buffalo Area.
August Bruno
August Bruno is a reputable medical institution located at 85 High Street in Buffalo, New York, United States. Specializing in various health services, this institution is dedicated to providing top-quality care to patients in need. With a team of skilled doctors and healthcare professionals, August Bruno offers a wide range of medical treatments and services to ensure the well-being of its patients. Whether you are in need of a routine check-up or more specialized care, August Bruno is committed to providing compassionate and effective healthcare to all who walk through its doors.
David Byrwa
David Byrwa is a renowned health institution located at 818 Ellicott Street in Buffalo, New York, United States. With a team of dedicated healthcare professionals, David Byrwa offers top-notch medical services to patients in need. From routine check-ups to specialized treatments, the institution is committed to providing high-quality care to improve the health and well-being of all individuals. Whether you are seeking preventative care or treatment for a specific condition, David Byrwa is here to support you on your journey to better health.
Merrill Lynch Financial Advisor Faraaz Mohammed Ali
Merrill Lynch Financial Advisor Faraaz Mohammed Ali, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Faraaz can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Faraaz demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, Faraaz can help you create a personalized plan focused on achieving what matters most to you. By understanding your investment personality and goals, Faraaz can customize a financial approach to help you pursue your aspirations and manage investment risk. With a focus on building a long-term relationship, Faraaz aims to help you stay on track to achieve your financial objectives as your life and goals evolve. Whether you are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Faraaz can work with you to develop a comprehensive approach designed to address your financial needs. As a Merrill Lynch Wealth Management Advisor, Faraaz Mohammed Ali is dedicated to helping you reach your financial goals through personalized investment strategies and comprehensive financial solutions.
Lifeline Capital Consulting LLC
Lifeline Capital Consulting LLC is a finance institution located at 229 West Genesee Street in Buffalo, New York, United States. Our team of experienced professionals provides expert financial consulting services to help individuals and businesses navigate the complexities of the financial world. From investment strategies to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Emily Kuch
Merrill Lynch Financial Advisor Emily Kuch, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Emily works to create flexible plans that adapt to changing market conditions. By participating in the community and volunteering with local organizations, she demonstrates a commitment to serving her clients and understanding their unique needs. Through the Merrill Personal Wealth Analysis™, Emily helps clients build personalized plans centered on their aspirations and priorities. With a focus on family, goals, and priorities, she aims to help clients pursue their financial objectives and navigate life's changes. By listening to clients and understanding their investing preferences through the Investment Personality Assessment, Emily can customize financial approaches to align with what matters most to each individual. Through ongoing conversations and regular reviews, she helps clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. With a mission to understand each client personally and design plans that reflect their personality and priorities, Emily works to turn aspirations into reality and provide guidance to help manage investment risk. By offering dedicated one-on-one relationships and comprehensive financial solutions, Emily and the Merrill Lynch team prioritize clients' needs and provide insights, tips, and strategies to help them live their best financial lives.
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.
Real Team Consulting
Real Team Consulting is a leading finance institution located at 2343 Broadway in Buffalo, New York, United States. With a team of experienced financial experts, we provide a wide range of consulting services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our dedicated team is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth or secure your financial future, Real Team Consulting is here to help you every step of the way.
Florian Financial Group LLC
Florian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.
Sage Investment Group
Sage Investment Group is a renowned finance institution located at 1967 Wehrle Drive in Buffalo, New York, United States. With a team of experienced professionals, Sage Investment Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to secure their financial future. Contact Sage Investment Group today to learn more about how they can help you achieve your financial goals.
Merrill Lynch Financial Advisor William G. Kuch
Merrill Lynch Financial Advisor William G. Kuch is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding the things you care about most - family, goals, and priorities - and how they may change over time. The institution offers a personalized approach to help clients pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial strategies to meet individual needs and preferences. The advisors at Merrill Lynch work with clients to create and implement personalized plans to help manage, grow, and preserve wealth while addressing investment risk. They stay engaged with clients, regularly reviewing goals and progress to ensure they remain on track. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial solutions to help clients achieve their goals. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives. By working with a dedicated Merrill advisor, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities.
Merrill Lynch Financial Advisor Michael Ferranti
Merrill Lynch Financial Advisor Michael Ferranti, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael and his team work to build strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized plan centered on their goals and focused on achieving what matters most to them. By understanding each client's unique financial situation and aspirations, Michael helps design and implement a plan to help them pursue their financial goals while managing investment risk.
The Berube Group - Alliance Advisory Group
The Berube Group - Alliance Advisory Group is a reputable finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Berube Group - Alliance Advisory Group is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Samuel E Cappiello
Merrill Lynch Financial Advisor Samuel E Cappiello, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel Cappiello can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, he demonstrates a commitment to serving his clients and understanding their needs. Through the Merrill Personal Wealth Analysis™, Samuel can create a personalized plan centered on your aspirations and priorities, adjusting it as your life and goals evolve. As a Merrill Lynch Wealth Management Advisor, he focuses on building long-term relationships with clients, helping them pursue their financial objectives through thoughtful planning and strategic investment decisions. By getting to know you personally and understanding your unique financial situation, Samuel Cappiello can design a customized approach to help you achieve your goals while managing investment risk. With a dedication to putting clients first and providing comprehensive financial solutions, Samuel Cappiello is committed to helping you live your best financial life.
Carl Edward Nagel - UBS Financial Services Inc.
Carl Edward Nagel - UBS Financial Services Inc. is a reputable finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at Carl Edward Nagel - UBS Financial Services Inc. is comprised of experienced professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Carl Edward Nagel - UBS Financial Services Inc. is here to help you every step of the way.
Bank of America Private Client Advisor Breauna O Crumpler
Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.
Merrill Lynch Financial Advisor Daniel Jonas Meyer
needs, and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch Financial Advisor Daniel Jonas Meyer, located at 50 Fountain Plaza, Buffalo, New York, offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. With experience in helping clients manage concentrated stock positions, retirement planning, inheritance, and business transitions, Daniel Meyer can provide access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. By working closely with clients to understand their goals and priorities, Daniel Meyer aims to create a personalized financial plan designed to help them pursue their financial objectives while managing investment risk. Through ongoing communication and collaboration, clients can expect to receive guidance and support to help them stay on track to achieve their goals. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can benefit from a tailored approach to address their financial needs and aspirations. Contact Merrill Lynch Financial Advisor Daniel Jonas Meyer to start building a customized investment approach that aligns with your life priorities and helps you navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor Lucas Mann
Merrill Lynch Financial Advisor Lucas Mann, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage and grow their wealth through personalized strategies tailored to their unique goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Lucas Mann focuses on building long-term relationships with clients, providing personalized financial plans that adapt to changing market conditions and individual needs. By understanding each client's aspirations and concerns, Lucas Mann aims to help them pursue their financial goals with confidence and clarity. As a Chartered Retirement Planning Counselor™, Lucas Mann is equipped to guide clients through the complexities of financial planning, offering insights and strategies to help them achieve their desired outcomes. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Lucas Mann is committed to helping clients navigate the challenges and opportunities of wealth management. With a focus on personalized service and ongoing communication, Merrill Lynch Financial Advisor Lucas Mann strives to empower clients to make informed decisions and pursue their financial aspirations with a sense of purpose and confidence.
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.
Kane Firm
Kane Firm is a reputable accounting and finance institution located at 5225 Sheridan Drive in Buffalo, New York, United States. With a team of experienced professionals, Kane Firm offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Kane Firm to provide expert advice and personalized solutions to help them achieve their financial goals.
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