Wealth management attorneys in Buffalo, New York

At Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.

Steven R. Sugarman, Mediator and Attorney is a reputable legal institution located at 2464 Elmwood Avenue in Buffalo, New York. Specializing in mediation and legal representation, Steven R. Sugarman offers expert services in resolving disputes and providing legal counsel. With a wealth of experience and a dedication to achieving positive outcomes for clients, Steven R. Sugarman, Mediator and Attorney is a trusted resource for individuals seeking legal assistance in the Buffalo area.

Christopher Shafer - RBC Wealth Management Financial Advisor is a reputable finance institution located at 6225 Sheridan Drive in Williamsville, New York, United States. As a trusted financial advisor, Christopher Shafer provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building strong relationships and providing expert guidance, clients can trust in the expertise and experience of Christopher Shafer to navigate the complexities of the financial market and secure their financial future.

Located on Main Street in Buffalo, New York, O'Bannon & Davis is a trusted insurance agency dedicated to helping clients navigate the uncertainties of life. Whether you are planning for the future, retirement, or simply looking for the best way to protect your assets, our team of experienced professionals is here to provide personalized service tailored to your unique needs. At O'Bannon & Davis, we understand that one size does not fit all when it comes to financial planning. That's why we take the time to get to know each client and their individual goals, creating customized solutions that will help them achieve their dreams. If you're tired of generic advice and cookie-cutter solutions, let us show you the difference that personalized service can make.

Rosenthal Kooshoian & Lennon, LLP is a renowned law firm located at 80 West Huron Street in Buffalo, New York. Specializing in various legal services, their team of experienced lawyers provides expert guidance and representation to clients in need of legal assistance. With a reputation for professionalism and dedication, Rosenthal Kooshoian & Lennon, LLP is committed to delivering top-notch legal solutions to individuals and businesses alike. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation in a business matter, this firm is equipped to handle a wide range of legal issues with skill and expertise. Trust Rosenthal Kooshoian & Lennon, LLP to provide you with the legal support you need to navigate the complexities of the legal system.

Greenan Law Offices is a full-service law firm located at 3755 Seneca Street in Buffalo, New York. Established in 1968, our firm is committed to providing high-quality legal services with the highest professional and ethical standards. Led by Gerald J. Greenan, a seasoned lawyer with expertise in real estate, mortgage law, title insurance, and elder law, our team is dedicated to helping clients navigate legal matters with precision and care. Gerald J. Greenan is a respected member of the legal community, serving on various committees and boards related to real property and elder law. With a passion for helping clients plan for their future needs, he is a trusted advisor for individuals and families in West Seneca and beyond.

Bond, Schoeneck & King PLLC is a prominent full-service law firm located in Buffalo, New York. With a commitment to the city's growth and success, our team of 285 attorneys provides expert legal services to a diverse range of clients. From managing risk to facilitating sustained growth, we offer valuable insights and solutions for businesses in the Western New York region. Our Buffalo office boasts experienced lawyers who draw from a wide range of practice areas to address the legal needs of our clients. Recognized for their excellence by various organizations, our attorneys are deeply rooted in the Buffalo community, serving on boards and actively participating in local organizations.

The Law Offices of 3099 William St is a reputable legal firm located in Buffalo, New York. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of expert representation. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, we are committed to achieving the best possible outcomes for our clients. With a focus on personalized attention and tailored legal solutions, the Law Offices of 3099 William St is here to advocate for your rights and guide you through the legal process. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Merrill Lynch Financial Advisor Todd R Mann is a reputable finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a team of experienced professionals led by Todd R Mann, they offer personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Todd R Mann is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, knowledgeable, and committed to excellence, they are a trusted partner in helping you secure your financial future.

Phillips Lytle LLP is a prestigious law firm located at 125 Main Street in Buffalo, New York, United States. The firm embodies "The Phillips Lytle Way" which is their culture, commitment, and credo. They approach sophisticated legal matters efficiently and creatively, going above and beyond for their clients. Their team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep industry knowledge. Phillips Lytle promotes diversity, equity, and inclusion in the legal profession and within their firm, valuing the unique perspectives and experiences of every colleague. The firm is known for its world-class talent, delivering ultra-responsive service and absolute subject matter expertise. They have strong relationships and partnerships with outside organizations, allowing them to navigate complex legal issues with ease.

Robert Powalski, III, CFP - 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 comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the experts at Alliance Advisory Group are dedicated to providing personalized and tailored solutions to meet your specific needs. Trustworthy and reliable, they strive to build long-term relationships with their clients based on integrity and transparency. Contact them today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.

Schickling Scott B CPA CFP is a reputable accounting and finance institution located at 8616 Main Street in Buffalo, New York, United States. Specializing in tax preparation, financial planning, and wealth management services, their team of certified public accountants and certified financial planners are dedicated to providing personalized and professional services to individuals and businesses alike. With a commitment to excellence and integrity, Schickling Scott B CPA CFP is a trusted partner in helping clients achieve their financial goals.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome to the Law Office of Thomas Theophilos, your trusted legal partner in Buffalo, New York. Conveniently located at 1201 Colvin Boulevard, our firm is dedicated to providing exceptional legal services with a personal touch. With a deep commitment to justice and a wealth of experience, Thomas Theophilos and his team offer comprehensive legal solutions tailored to meet your unique needs. Whether you're facing a complex legal challenge or seeking guidance on everyday matters, we are here to help. Our practice areas include family law, personal injury, criminal defense, estate planning, and more. At the Law Office of Thomas Theophilos, we prioritize clear communication, compassionate service, and effective advocacy to ensure the best possible outcomes for our clients.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Welcome to the Supreme Court Library, a cornerstone of legal knowledge and research located in the heart of Buffalo, New York. Situated at 77 West Eagle Street, our library serves as an essential resource for legal professionals, scholars, and the community at large. We pride ourselves on offering an extensive collection of legal texts, historical documents, and contemporary resources to support your research and educational needs. Our library is designed to facilitate learning and discovery, with a quiet and comfortable environment ideal for study and reflection. Whether you are a seasoned attorney, a law student, or someone with an interest in the legal field, you will find our comprehensive resources and knowledgeable staff ready to assist you in navigating complex legal information.

Welcome to Beer Roger J CPA - Your Trusted Partner in Accounting and Finance Located at 1 West Fayette Street, Syracuse, New York, Beer Roger J CPA is a premier accounting and finance firm dedicated to helping clients achieve their financial goals. Our mission is to understand each client's unique objectives and provide innovative, practical counsel to deliver valued results. We pride ourselves on our ability to develop long-term relationships built on trust, understanding, and consistent high-quality service.

Welcome to Weiler Robert K, your trusted partner in accounting and finance solutions located at 110 West Fayette Street, Syracuse, New York. Our mission is to understand each client's unique goals and provide innovative and practical counsel to achieve valued results. We pride ourselves on building long-term relationships with our clients, rooted in trust and a deep understanding of their business and objectives. At Weiler Robert K, our team of expert attorneys are not only counselors and strategists but also dedicated advocates for our clients. We anticipate your needs and provide prompt, high-quality service that consistently delivers value. Our commitment to excellence is reflected in our recognition by The Best Lawyers in America®.