CONNECT

Address:

6500 Sheridan Dr Suite 300
Williamsville, NY 14221

Phone:

(716) 650-6469

Fax/Other:

716-634-1747

Our Services

 

 

 

 

 

 

 

Customized Financial Program

While developing a customized financial program, we will walk you through a

step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to

suit your vision and objectives. We can help you execute a sound financial program

utilizing the following products and services:

Business Strategies

- Elective Employee Benefits

- Executive Benefits

- Business Estates and Trusts

- Disability Income Protection

Family Strategies

- Life Insurance

- EducFunding Strategies

- Estate Conservation Strategies

- Special Needs Planning

Retirement Planning  

- 401(k) Rollovers

- IRAs

- Roth IRAs 

- TSA

- K-12 403(b)

- Asset Management Accounts

- Long Term Care

- Mutual Funds

- Brokerage Accounts

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck