Finance & Insurance - Member Directory - Greater Olean Area Chamber of Commerce

Member Directory

We’ll keep it simple: Our members are pretty amazing. You’ll find just about everything you’re looking for, right here in our community. You can search our member directory by category or alphabetically. We can also provide Members with an Excel file for creating mailers at no charge, or we can run the labels for you one time per year for just $10. This service is not available to non-members, who are encouraged to instead browse the member directory below.

All American Financial Services & Insurance

Location 500 Wayne St. Olean, NY 14760 Main Telephone: 373-5500 Main Contact: info@allamericanolean.com Website: http://www.allamericanolean.com

Olean’s go to Independent Insurance Agency providing friendly service to our customers. Specializing in Auto, Homeowners, and Recreational Vehicles as well as Commercial Insurance. Call us for a quote today!

Bantelman, Bantelman & Assoc., Inc.

Location 1002 W. State St. Olean, NY 14760 Main Telephone: 716-372-3900 Main Contact: jennifer@bantelmanagency.com Website: http://www.bantelmanagency.com

Local independent insurance agency featuring Erie Insurance, The Hartford, Erie & Niagara Ins. Assoc. & Progressive Ins. We’re large enough to know; small enough to care.

Bene-Care Agency, LLC.

Location 500 Seneca St. Ste. 301 Buffalo, NY 14204 Main Telephone: 688-8161 x335 Main Contact: cbutler@bene-care.com Website: http://www.bene-care.com

Providing Group Health, Dental, Life, Disability coverage for business’s throughout N.Y.S. Additional administrative services including Section 125 , FSA, HRA, and COBRA Benefits. Carrie A. Butler, Acct. Mngr.

Both, Branch & Hendrix Inc.

Location 128 South Union St. Olean, NY 14760 Main Telephone: 716-372-3192 Main Contact: mike@bbhinsurance.com Website: http://www.bbhinsurance.com

Insurance agency offering car, home, life, business, and Medicare insurance products from multiple insurance companies in NY and PA.

CCB – Cattaraugus Community Bank

Contact: Melissa Anderson Location 120 Main Street Little Valley, NY 14755 Main Telephone: 716-938-9128 Main Contact: melissa.anderson@countonccb.com Website: https://www.countonccb.com

CCB is a locally owned and operated, independent community bank with 7 locations throughout Cattaraugus, Chautauqua and Erie Counties. At CCB, your banking is so much more than a transaction – CCB – Where Community Counts.

Cedarwood Financial Partners

Contact: April Prutsman Location 516 Main Street Olean, NY 14760 Main Telephone: 716-376-0014 Main Contact: april.prutsman@cedarwoodfp.com Website: cedarwoodfinancialpartners.com

Cedarwood Financial Partners offers many financial services to include Investing for both Individual investors and Business investors. Our services include preparing for retirement, living in retirement, college planning, planning your legacy, executive benefits, 401k plan management, and exit/ succession plans. All with a holistic wealth management approach.

Cedarwood Financial Partners was launched with the goal of creating a firm that felt like family to both the clients and partners. We trace our roots back to 1996 when our Senior Partner and Founder began serving individual investors in Central Texas. He learned that serving clients well is much more than just offering financial products. Here at Cedarwood we begin with knowing you on a deeper level: your family, hobbies, your worries, and life goals. With 70+ years of combined experience we will serve you more deeply, walking alongside you throughout life’s circumstances offering a hand, a high five, or a hug.

Complete Payroll

Contact: Robert Kropczynski Location 130 S Union St Suite 205 Olean, NY 14760 Main Telephone: 716-482-7580 Website: Website

Complete Payroll is a mid-sized firm founded in 1992 that specializes in Payroll, Timekeeping, HR, Human Capital Management and a few other related services.

Cornell Capital Holdings

Location 125 South Union Street Olean, NY 14760 Website: https://www.cornellcapitalholdings.com/Corporate/?Affiliate=cchcorp

Focus on capital preservation and income.

Edward J. Bysiek, CPA

Location PO Box 22 Olean, NY 14760 Main Telephone: 378-9308 Main Contact: ejb@ejbcpa.com Website: http://www.ejbcpa.com

We are a full-service public accounting firm offering high-quality service at reasonable rates. Audits, income tax preparation and bookkeeping.

Edward Jones

Location PO Box 373, 126 N. Union St. Olean, NY 14760 Main Telephone: 373-3177

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones – Patrick M. Hollenbeck, AAMS, CRPC

Contact: Patrick M. Hollenbeck Location 2110 W. State Street Suite 1 Olean, NY 14760 USA Main Telephone: 716-701-1883 Other Telephone: 814-558-9138 Main Contact: patrick.hollenbeck@edwardjones.com Website: http://edwardjones.com/patrick-hollenbeck

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. Whether you are planning for retirement, preparing for the unexpected, creating an estate or inheritance, or paying for education, we develop a personalized investment strategy to help meet your unique financial goals.

I started my career with Edward Jones in 2017 and hold the Accredited Asset Management Specialist™ and the Chartered Retirement Planning Counselor™ professional designations. Additionally, I hold my Series 7 License, Series 66 License, SIE and Health/Life Insurance Licenses for Pennsylvania and New York.

Growing up with my mother, Donna, who is also a financial advisor, showed me the value of time and gave me a better understanding of the investment world at a young age. She and my dad would take my birthday money when I was a kid and invest it on my behalf. On my fifth birthday, I was moping around the house and my mother asked me why I was so sad. I explained that I knew she was going to take the money in my birthday card. She then asked how much money I needed to make me happy. I expressed I wanted five dollars. She handed me a five-dollar bill and I danced around the house. My parents sat me down to make sure I understood why they were doing what they were doing and the importance of creating goals. This is a story I share with my clients because I want them to see the value of time and that I make it a point to listen to what is most important to them.

Being involved in the community where I not only live, but also am building my business, is extremely important to me. I am currently on the finance committee for the United Way of Bradford, on the executive board for the Rising Leaders of Bradford, the head swim coach for the Bradford/Olean YMCA, on the Advisory Board for the Olean YMCA, on the executive board for the Tuna Valley Trail Association, on the advisory board for the Downtown Bradford Revitalization Corporation and I help teach swimming with Special Olympics.

In my free time, I enjoy swimming, golfing, playing tennis, playing pickleball, snow skiing, attending Penn State Football games and being around a lake.

Whether you are new to investing or living in retirement, I would appreciate the opportunity to sit down with you and understand more about your current and future financial goals.