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McCollum Christoferson Group LLC is a leading independently-owned investment and financial advisory practice located in Amherst, NY. Their team is dedicated to helping clients secure their financial future by managing investment portfolios, creating financial plans, and offering a wide range of advisory services. With a focus on preserving the purchasing power of their clients, they provide personalized guidance in managing investments, retirement planning, estate investment planning, and wealth preservation strategies. Operating as an SEC registered investment adviser, McCollum Christoferson Group serves clients in Western New York and various locations across the United States. Their skilled professionals emphasize the value of working with experts to achieve financial goals, providing comprehensive support and guidance through the complexities of financial resources. Compliant with registration and notice filing requirements, they are committed to helping clients navigate financial challenges and life-changing events.Generated from the website

Harvest Wealth Management, situated in Williamsville, NY, is a hub for comprehensive wealth management services. With a strong emphasis on tailored financial solutions, Harvest Wealth Management collaborates with financial advisors, institutions, and registered investment advisors to provide a diverse range of investment products and advisory services. By fostering a supportive environment through compliance oversight and cutting-edge technology platforms, Harvest Wealth Management equips advisors with the tools necessary to deliver personalized financial guidance to their clients. At the core of Harvest Wealth Management's mission is the dedication to enhancing financial advisors' capabilities within the intricate realm of financial services. By focusing on efficiency, accuracy, and fostering independence, Harvest Wealth Management plays a pivotal role in empowering advisors to engage effectively with their clients. With a commitment to excellence and a client-centered approach, Harvest Wealth Management stands as a beacon of expertise in the field of wealth management. Generated using this brand's available information

Financial Planning Advisory Group in Amherst, Town of, NY, offers comprehensive financial planning services to individuals and businesses. With a focus on personalized strategies and long-term goals, the company assists clients in managing their investments, retirement planning, and wealth preservation. Generated from their business information