Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and...
Buffalo (NY) - - Phone: (716) 817-7109At Cornerstone Capital, we're committed to helping you reach your financial goals while providing the highest level of service possible. At Cornerstone Capital, trust, service, and results are the...
Buffalo (NY) - - Phone: (716) 406-2250Dominic Pellicano & Jonathan Donatelli, CLU,CFP are Principal Securities Registered Representatives and Financial Advisors who specialize in providing comprehensive financial planning. Our practice...
Buffalo (NY) - - Phone: (716) 710-4758With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated...
Buffalo (NY) - - Phone: (716) 832-0035With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nick Cecere is committed to providing financial advice, investments, insurance,...
Buffalo (NY) - - Phone: (716) 695-2200With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
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Praxis Financial Group is a specialized planning team within Alliance Advisory Group Network, a privately held financial services firm that has been serving the Western New York community for 40+...
Buffalo (NY) - - Phone: (716) 817-7109With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
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The Financial Guys® in Buffalo are Western New York’s Most Trusted Advisors. Swing by our office to visit The Financial Guys® and let our financial advisors help you plan your financial future!
he Magellan Group LLC is a management-consulting firm providing organizational development, strategic planning and operations management services for non-profits, healthcare organizations and...
Buffalo (NY) - - Phone: (716) 472-8238
Buffalo has financial planning consultants and services relating to the same available. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings. The consultants in Buffalo are market experts who can well advise you to choose the right plans and investments. What is needed is a holistic approach to managing the assets of the client. They may specialize in certain sectors of financial planning such as for the individual, or for the family, or small businesses. The qualities that make for a successful consultant include building long-term client-consultant relationships, competence, and integrity, along with a sound knowledge of the options available in the market.