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L&M Wealth Management

(7)

Faqs, Links and Forms

“I recently closed out the last of the account to consolidate it with some others, and Julie and her team were so helpful, and followed up with all the details very quickly.”

i

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The ZLC Group, Cpa's

(6)

Tax Planning & Preparation – For Individuals, Tax Planning & Preparation – For Businesses, Audit & Accounting – For Businesses

“I'll been using the services of the people, today at the group, since 2011, they are always on top of dates and date lines, happy to recommend them , my two oldest children already using there services .”

i

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Spectrum Wealth Management

(3)

Estate Planning, College Planning Process, Retirement Planning

“Great financial planner”

i

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HD Financial Specialists

(11)

Goals
Small Business
Taxes

“He helped walk me through several major business transitions, held my hand and stayed on top of me to be sure that I finished things in a timely manner.”

i

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Moshides Financial Group

(3)

“Great place to put your money....”

i

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Level Financial Advisors

(1)

Cornerstone, Services Overview, Foundation

“We have been working with Level for several years and would highly recommend them.”

i

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Wilcox Financial Group

(3)

Disability Income Insurance, Philanthropy, Financial Planning

“I recommend to my family and friends looking for financial guidance.”

i

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Di Giacomo Financial

For Individuals, For Business Owners

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”

i

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Wealth Management Services

Comprehensive Financial Planning, Why Work With Us?, Meet the Team

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

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J&S Private Wealth Management

“Our mission is to empower families to build a lasting legacy and secure multi-generational wealth through comprehensive financial planning and expert guidance. By taking a personal approach to each client's unique needs and goals, we strive to simpli...”

Featured

We're thrilled to mark another successful year at our annual awards dinner!nnIn 2022, we achieved significant milestones, expanded our services and reached new heights as a business. We owe our success to the unwavering support of our clients, family, and team members.nnWe would like to express our heartfelt gratitude to each and every one of you who have put your trust in us. It's your support and belief in our vision that has helped us reach where we are today.nnAs we look ahead, we remain committed to delivering the highest standards of excellence and upholding our core values. We're excited to continue to serve you and make a positive impact in the industry.nnHere's to another year of growth, success, and making a difference together!

i

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Nottingham Advisors

Institutional Investors, Private Clients, Financial Advisors

“Nottingham Advisors, Inc. ("Nottingham") is an SEC registered investment adviser located in Buffalo, New York. Registration does not imply a certain level of skill or training. Nottingham and its representatives are in compliance with the current reg...”

i

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Progressive Planning Services

Tell A Friend

“We Go Deeper- we take great pride in the depth of the work that we do to discover what is important to you. Your family, business, community, savings - your life's work. We dig deeper to discover the facts, the relationships as well as the feelings t...”

i

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Pathway Partners Wealth Advisors

“We listened, now we will tell you what we heard. Does that match up with your thoughts? Things change too, so did you and your partner discuss this at home with a different outcome? We will not proceed until we get this part right so that we share th...”

i

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Buffalo Financial

(48)

The Office
Team
Knowledge

“I was a bit confused about my retirement path/accounts and they answered all my questions thoroughly and put me on a path that I am incredibly happy with.”

i

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Parachute Credit Counseling

(48)

Housing Counseling, Debt Management, Credit & Budget Counseling

“Stacey Robb I highly recommend Parachute Credit Counseling this lady not only help me helped understand the best way to repair my situation but helped me regain my peace of mind thank you Stacey”

i

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My Boss Financial Solutions

(42)

Company
Informative
Establishing

“I started with this company because me credit was very low but as I continued with them my score has gone up and I learned how to handle money and credit much better.”

i

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Dopkins & Co

(1)

Dopkins Capital Advisors, Valuation Advisory Services, Dopkins Wealth Management, LLC

“No talk”

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Lumsden McCormick CPA

(4)

Fee
Relationship
Individuals

“Their services encompass a range of areas such as tax-minimizing strategies, proactive business planning, financial services, forensic accounting specializing in the valuation of closely held businesses, litigation support, and nonprofit technology s...”

i

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Milestone

(29)

Information
Company
Team

“I feel eternally grateful for her and the entire Milestone team for allowing me to put my entire trust in them, in knowing they truly have my best interest's at heart.”

i

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Abaya Wealth Management

(24)

Retirement Planning
Savings
Needs

“My husband and I were thinking about buying a house and she walked us through the pros and cons and how it would impact our current financial well-being.”

i

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Georgetown Lawley Group

(1)

Speaker Series Videos and Seminars, The Georgetown Lawley Experience, The Georgetown Lawley Difference

“For any of your investment-retirement needs.”

i

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EG Tax

(20)

“I had a 7 o'clock appointment and I was unsure whether I wanted to file separate or married with my spouse, she took the time to go through every aspect of our return to decide together what was the best option for our family.”

i

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SC Parker

(2)

“Highly recommend to those looking for financial consultation & people wanting to start investing as well.”

i

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Steven M. Cohen Attorney

(12)

Case
Compassionate
Lawyer

“Steve Cohen is a phenomenal lawyer - he is thorough in his preparation, he listens intently, he questions, and he explains his reasoning - he is willing to reevaluate his position and to bring his entire staff into the process to get a complete pictu...”

i

Average Cost	$3569
Minimum cost	$1190
Maximum cost	$10111
Avg Per Hour Rates	$357

Best Financial Advisors in Amherst, NY

The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Amherst area.

L&M Wealth Management

The ZLC Group, Cpa's

Spectrum Wealth Management

HD Financial Specialists

Moshides Financial Group

Level Financial Advisors

Wilcox Financial Group

Di Giacomo Financial

Wealth Management Services

J&S Private Wealth Management

Nottingham Advisors

Progressive Planning Services

Pathway Partners Wealth Advisors

Buffalo Financial

Parachute Credit Counseling

My Boss Financial Solutions

Dopkins & Co

Lumsden McCormick CPA

Milestone

Abaya Wealth Management

Georgetown Lawley Group

EG Tax

SC Parker

Steven M. Cohen Attorney

Retirement Planning and Investment Management Services in Amherst, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Amherst

Popular in Amherst