We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB

Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

Category: Investment Management

Showing: 61 results for Investment Management
near Alexander, NY

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Distance
  • Rating

Willink Asset Management, LLC dba Willink Services

Financial Planning Consultants, Financial Services, Retirement Planning Services ...

BBB Rating: A+
Accredited BusinessAccredited Business
(716) 687-0648

484 Main St,
East Aurora, NY 14052

Get a Quote

Hafner Financial Group

Retirement Planning Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(716) 650-4151

2813 Wehrle Dr Ste. 12,
Williamsville, NY 14221

Downing Financial Group

Financial Services, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
not BBB accredited
(716) 631-5000

8340 Main St,
Williamsville, NY 14221-6100

Russell Wealth Management

Financial Consultants, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
not BBB accredited
(716) 332-7164

6790 Main St Ste 120,
Williamsville, NY 14221-6084

Bankers Life Securities, Inc.

Retirement Planning Services, Financial Planning Consultants, Investment Management

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • USA
not BBB accredited
(844) 553-9083

6225 Sheridan Drive,
Williamsville, NY 14221

CrownPoint Holdings LLC

Investment Management

not BBB accredited
(716) 998-5725

261 Sprucewood Terrace,
Buffalo, NY 14221

Hafner Financial Group

Retirement Planning Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
not BBB accredited
(716) 650-4151

5930 Main St.,
Buffalo, NY 14221

Moldenhauer & Associates

Retirement Planning Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Erie County, NY
Accredited BusinessAccredited Business
(716) 662-4361

6195 W Quaker St,
Orchard Park, NY 14127-2674

Get a Quote

Omni Mediation

Collections Agencies, Investment Management, Holding Company

not BBB accredited
(888) 551-5070

7705 Boston State Rd,
Hamburg, NY 14075-7326

Eudaimonia Wealth

Fee Only Financial Advisor, Financial Services, Investment Advisory Services ...

BBB Rating: A+
not BBB accredited
(716) 362-1182

1207 Delaware Ave Ste 110,
Buffalo, NY 14209-1459

Abaya Wealth Management LLC

Wealth Management, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

United States

  • USA
Accredited BusinessAccredited Business
(716) 345-0110

1 Seneca St Ste 2905,
Buffalo, NY 14203-2734

Get a Quote

UBS

Investment Management, Retirement Planning Services

BBB Rating: F

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(212) 821-3000

1 H S B C Ctr Ste 3737,
Buffalo, NY 14203

John M. Powers/Morgan Stanley

Investment Management, Investment Security

BBB Rating: F

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(212) 259-1253

50 Fountain Plaza Ste 800,
Buffalo, NY 14202-2218

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

100 White Spruce Blvd,
Rochester, NY 14623-1507

Get a Quote

Angelo Planning Group

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

2590 Brighton Henrietta Town Line Rd,
Rochester, NY 14623-2791

Get a Quote

Related Categories

Accreditation and Ratings Overview

Accredited BusinessAccredited Business

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.