Financial Planners in Lewiston, NY

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2. Edward Jones - Financial Advisor: Joseph A Dante II

Edward Jones - Financial Advisor: Joseph A Dante II

738 Cayuga St, Lewiston, NY 14092

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

3. Annuity General

Annuity General

Serving the Lewiston 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…

4. Brown & Co LLP

Brown & Co LLP

4992 Sweet Home Rd, Niagara Falls, NY 14305

CLOSED NOW:

From Business: Located in Niagara Falls, N.Y., Brown & Company, LLP is a certified public accounting firm. It operates across western New York and southern Ontario. The company provides a…

YP
44 Years
in Business

6. Christopher M. Lops - Wilmington Advisors @ M&T

Christopher M. Lops - Wilmington Advisors @ M&T

880 Military Rd, Niagara Falls, NY 14304

CLOSED NOW:Closed

From Business: Christopher specializes in helping individuals, business owners, and multigenerational families thrive long term by providing customized investment and insurance guidance. By…

8. Council Rock Wealth Advisory Group-Ameriprise Financial Services

Council Rock Wealth Advisory Group-Ameriprise Financial Services

21 Main St, Lockport, NY 14094

From Business: At Council Rock Wealth Advisory Group, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected…

9. Edward Jones - Financial Advisor: Ben McPherson

Edward Jones - Financial Advisor: Ben McPherson

140 Main St, Lockport, NY 14094

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

17. Paul J Miosi - Financial Advisor, Ameriprise Financial Services

Paul J Miosi - Financial Advisor, Ameriprise Financial Services

4241 Maple Rd, Amherst, NY 14226

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…

18. Principal Financial Group

Principal Financial Group

100 Corporate Pkwy Ste 118, Amherst, NY 14226

CLOSED NOW:Closed

From Business: This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that…

19. Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP

Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP

100 Corporate Pkwy Ste 118, Amherst, NY 14226

CLOSED NOW:

From Business: Dominic Pellicano & Jonathan Donatelli, CLU,CFP are Principal Securities Registered Representatives and Financial Advisors who specialize in providing comprehensive financial…

20. Vision Financial Group

Vision Financial Group

300 Corporate Pkwy Ste 216N, Amherst, NY 14226

CLOSED NOW:Closed

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

YP
10 Years
in Business

21. CenterBridge Planning Group

CenterBridge Planning Group

126 Professional Pkwy, Lockport, NY 14094

CLOSED NOW:

23. Wilcox Consulting

Wilcox Consulting

1323 N Forest Rd, Williamsville, NY 14221

25. Edward Jones - Financial Advisor: Thomas Fuest

Edward Jones - Financial Advisor: Thomas Fuest

26 Davison Ct Ste A, Lockport, NY 14094

CLOSED NOW:Closed

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

26. Edward Jones - Financial Advisor: Brendan T Wanek

Edward Jones - Financial Advisor: Brendan T Wanek

931 Brighton Rd, Tonawanda, NY 14150

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

27. Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services

Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services

4241 Maple Rd, Amherst, NY 14226

CLOSED NOW:Closed

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…

28. Denise Pacer - Financial Advisor, Ameriprise Financial Services

Denise Pacer - Financial Advisor, Ameriprise Financial Services

4241 Maple Rd, Amherst, NY 14226

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…

29. TIAA Financial Services

TIAA Financial Services

100 Corporate Pkwy Ste 112, Amherst, NY 14226

From Business: Our wealth management advisors in TIAA’s Amherst, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…

30. Jacob T. Young - Wilmington Advisors @ M&T

Jacob T. Young - Wilmington Advisors @ M&T

2310 Delaware Ave, Buffalo, NY 14216

CLOSED NOW:Closed

From Business: He has more than 12 years’ experience in banking and provides solutions to mirror his clients’ goals and priorities. He takes an educational approach to advising and works hand…

We found 42 results for Financial Planners in or near Lewiston, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 4 of these businesses have an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including Brighton, North Buffalo, and Starin Central.