Merrill Lynch Financial Advisor Taylor Swanson

Bayview Financial Group, located in Jamestown, NY, is your trusted partner for comprehensive financial services and expert guidance. As experienced financial planners and advisors, we offer a wide range of investment services tailored to meet your unique financial goals. Our expertise spans various investment vehicles, including bonds, common stocks, and government securities. We specialize in retirement planning, offering diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Bayview Financial Group also provides expert assistance with college plans, estate planning, and profit-sharing strategies.

Fox Financial is a financial planning firm that has been serving the Olean, NY area. We offer a wide range of services, including estate planning, insurance planning, investment planning, budgeting, retirement planning, and tax planning. We are committed to providing our clients with the best possible service and helping them achieve their financial goals. We have a team of experienced financial planners who are dedicated to helping our clients make informed decisions about their finances. We will work with you to understand your individual needs and goals, and then develop a personalized financial plan that is designed to help you reach those goals.