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Map of Derby, NY

Financial Planning Consultants in Derby, NY

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66. Sgroi Financial

Sgroi Financial

965 Union Rd, West Seneca, NY 14224

OPEN NOW:8:30 am - 5:00 pm
YP
53 Years
in Business

78. Citizens Bank

Citizens Bank

355 Orchard Park Rd, Buffalo, NY 14224

OPEN NOW:10:00 am - 7:00 pm

From Business: At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or…

79. Wells Fargo Advisors

Wells Fargo Advisors

535 Washington St, Buffalo, NY 14203

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…

81. WealthPoint Partners - Ameriprise Financial Services

WealthPoint Partners - Ameriprise Financial Services

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

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

From Business: At WealthPoint Partners, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

82. Andrew H Radziwon - Financial Advisor, Ameriprise Financial Services

Andrew H Radziwon - Financial Advisor, Ameriprise Financial Services

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

OPEN NOW:8:00 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…

83. Buckingham Strategic Wealth

Buckingham Strategic Wealth

6435 W Quaker St, Orchard Park, NY 14127

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

From Business: Buckingham Strategic Wealth is a wealth management company in Buffalo, NY. We opened in 2019 but have been serving individuals, families, and businesses in Buffalo and…

84. ClearPlan Financial, Inc.

ClearPlan Financial, Inc.

6470 New Taylor Rd, Orchard Park, NY 14127

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

From Business: ClearPlan Financial, Inc. provides portfolio management, retirement, estate, and tax planning. We integrate complex financial strategies to make sure one discipline doesnt…

85. 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…

86. Citizens Bank

Citizens Bank

3201 Southwestern Blvd, Orchard Park, NY 14127

OPEN NOW:10:00 am - 5:00 pm

"They have the BEST Customer Service of any bank my family has ever dealt with!! Kevin and his staff know our family, even our 4 kids names. Most friendly staff too!! We would…"

87. Brian Burkhardt - Financial Advisor, Ameriprise Financial Services

Brian Burkhardt - Financial Advisor, Ameriprise Financial Services

1 Seneca St Ste 2900, Buffalo, NY 14203

OPEN NOW:8:00 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…

88. Winthrop Partners

Winthrop Partners

295 Main St Rm 840, Buffalo, NY 14203

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

From Business: Winthrop Partners is a fee-only, fiduciary financial advisor offering comprehensive financial planning and investment management services nationwide. It charges a flat fee for…

YP
9 Years
in Business

89. Hoffman Hanafin & Associates

Hoffman Hanafin & Associates

500 Seneca St Ste 303, Buffalo, NY 14204

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

From Business: Our experienced team is comprised of dedicated professionals who work tirelessly to provide solutions for all your insurance, risk management, and surety needs. We believe…

YP
11 Years
in Business

90. Sanderson Wealth Management

Sanderson Wealth Management

750 Key Tower 50 Fountain Plaza, Buffalo, NY 14202

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

From Business: Welcome to Sanderson & Company We are a completely independent investment consulting firm, with approximately $500 million under supervision. Our clients are high net-worth…