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Financial advisory firms
in Williamsville, NY.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

18 financial advisors14 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

14 advisory firmsCompare public facts. Verify experience directly.
18 financial advisors14 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AMAZZ INVESTMENT MANAGEMENT, INC.CRD 126545

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BENTHAM WEALTH ADVISORSCRD 332035

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BUFFALO FIRST WEALTH MANAGEMENT, LLCCRD 168937

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Insurance companiesPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAMBRIDGE ADVISORS, LLCCRD 158928

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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COUNTRYSIDE FINANCIAL LLCCRD 337489

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DOPKINS WEALTH MANAGEMENT, LLCCRD 124209

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EMERGENT WEALTH ADVISORS, LLCCRD 174845

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FLORIAN FINANCIAL GROUP LLCCRD 123869

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MEMBERS ADVISORY GROUP, LLCCRD 153723

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NORTHCAPE WEALTH MANAGEMENTCRD 312350

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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OGOREK WEALTH MANAGEMENT, LLCCRD 105707

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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RABENOLD ADVISORS, INC.CRD 283882

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SHIELD WEALTH ADVISORSCRD 309538

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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WNY ASSET MANAGEMENT, LLCCRD 153872

Advisory firm

Filed advisory firm office: Williamsville, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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