CONNECT

Address:

22 Wainwright Road
Buffalo, NY 14215-1421

Phone:

716-862-0500

Fax/Other:

716-838-0346

Our Financial Planning Services, Buffalo NY

Life Planning Retirement Strategies:

  • Roth IRAs
  • IRAs
  • Education Savings Strategies 
  • 401k Retirement Rollovers
  • 403b Retirement Rollovers 
  • Income Stream Strategies
  • Long Term Care Strategies 
  • Charitable Gifting 
  • Life Insurance Strategies 
  • Portfolio Allocation and Risk Profile Analysis

Business Planning:

  • Succession Issues
  • Key Person Planning 
  • Retirement Plan Design
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck