Financial Planners in Elma, NY

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1. Annuity General

Annuity General

Serving the 14059 Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

2. Wells Fargo Advisors

Wells Fargo Advisors

Williamsville, NY 14221

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

4. Fred Fadel CFP - Willink Asset Management

Fred Fadel CFP - Willink Asset Management

25 Ernst Pl, East Aurora, NY 14052

OPEN NOW:8:00 am - 5:00 pm

From Business: Clients come first at Willink Asset Management LLC. Time tested financial planning and investment advice is what we provide; not the marketing of financial products under the…

5. Fieldstone Private Wealth - Ameriprise Financial Services

Fieldstone Private Wealth - Ameriprise Financial Services

259 Main St Ste 205, East Aurora, NY 14052

OPEN NOW:9:00 am - 5:00 pm

From Business: At Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

6. First Aurora Financial Group

First Aurora Financial Group

634 Main St Ste 200, East Aurora, NY 14052

OPEN NOW:8:30 am - 4:30 pm
YP
19 Years
in Business

7. Richard Kubiak - Private Wealth Advisor, Ameriprise Financial Services

Richard Kubiak - Private Wealth Advisor, Ameriprise Financial Services

2498 Union Rd, Cheektowaga, NY 14227

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Frank Antonucci

Frank Antonucci

4063 N Buffalo St, Orchard Park, NY 14127

OPEN NOW:9:00 am - 4:00 pm

From Business: We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your…

10. Focus Partners Wealth

Focus Partners Wealth

6435 W Quaker St, Orchard Park, NY 14127

OPEN NOW:8:30 am - 5:00 pm

From Business: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through…

11. Jennifer L Krieger Radziwon - Financial Advisor, Ameriprise Financial Services

Jennifer L Krieger Radziwon - Financial Advisor, Ameriprise Financial Services

240 Red Tail Rd Ste 13, Orchard Park, NY 14127

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. Lifetime Wealth Management Group, Inc.

Lifetime Wealth Management Group, Inc.

2562 Walden Ave Ste 101, Buffalo, NY 14225

OPEN NOW:9:00 am - 5:00 pm
YP
18 Years
in Business

13. Jason Lent - Thrivent

Jason Lent - Thrivent

21 Airmont Dr, Orchard Park, NY 14127

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jason Lent is committed to providing financial advice,…

14. Hafner Financial Group

Hafner Financial Group

2813 Wehrle Dr Ste 12, Buffalo, NY 14221

OPEN NOW:8:30 am - 4:30 pm

From Business: The Hafner Financial Group is an independently owned financial consulting firm that has your retirement in mind. Our mission is simple: we want to help you retire when you want…

YP
18 Years
in Business

15. Brandon M Harrington - Financial Advisor, Ameriprise Financial Services

Brandon M Harrington - Financial Advisor, Ameriprise Financial Services

8310 Wehrle Dr, Williamsville, NY 14221

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. William C Hoock - Financial Advisor, Ameriprise Financial Services

William C Hoock - Financial Advisor, Ameriprise Financial Services

8310 Wehrle Dr, Williamsville, NY 14221

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. Anthony Baldi - Private Wealth Advisor, Ameriprise Financial Services

Anthony Baldi - Private Wealth Advisor, Ameriprise Financial Services

8310 Wehrle Dr, Williamsville, NY 14221

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. John Hornung - Financial Advisor, Ameriprise Financial Services

John Hornung - Financial Advisor, Ameriprise Financial Services

17 Limestone Dr Ste 7, Williamsville, NY 14221

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Peter F Haag - Financial Advisor, Ameriprise Financial Services

Peter F Haag - Financial Advisor, Ameriprise Financial Services

17 Limestone Dr Ste 7, Williamsville, NY 14221

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Mark Massaro - Financial Advisor, Ameriprise Financial Services

Mark Massaro - Financial Advisor, Ameriprise Financial Services

17 Limestone Dr Ste 8, Williamsville, NY 14221

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. William Walter - Financial Advisor, Ameriprise Financial Services

William Walter - Financial Advisor, Ameriprise Financial Services

17 Limestone Dr Ste 7, Williamsville, NY 14221

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Mike Makula - Financial Advisor, Ameriprise Financial Services

Mike Makula - Financial Advisor, Ameriprise Financial Services

6622 Main St Ste 2, Williamsville, NY 14221

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Nick Pellicore - Private Wealth Advisor, Ameriprise Financial Services

Nick Pellicore - Private Wealth Advisor, Ameriprise Financial Services

6622 Main St Ste 2, Williamsville, NY 14221

OPEN NOW:8:30 am - 4:15 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. PJ Di Pirro Jr - Financial Advisor, Ameriprise Financial Services

PJ Di Pirro Jr - Financial Advisor, Ameriprise Financial Services

6622 Main St Ste 2, Williamsville, NY 14221

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Edelman Financial Engines

Edelman Financial Engines

6500 Sheridan Dr Ste 110, Amherst, NY 14221

OPEN NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

28. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

6245 Sheridan Dr, Williamsville, NY 14221

OPEN NOW:8:00 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Williamsville, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

29. Jeffrey Carloni - RBC Wealth Management Financial Advisor

Jeffrey Carloni - RBC Wealth Management Financial Advisor

6225 Sheridan Dr Ste 318, Williamsville, NY 14221

OPEN NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. Emily Glick - RBC Wealth Management Financial Advisor

Emily Glick - RBC Wealth Management Financial Advisor

6225 Sheridan Dr Ste 318, Williamsville, NY 14221

OPEN NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…