EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH
With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP® certification, Chartered Financial Consultant and Chartered Life Underwriter designations.
OBJECTIVE ADVICE FROM AN INDEPENDENT FIRM
Your financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of solutions and financial products that best meet their goals and objectives.
Industry
Financial Services, Agencies, Brokerages, and Other Insurance Related Activities, Finance and Insurance
HQ Location
360 Delaware Avenue
Suite 400
Buffalo, New York 14202, US
Keywords
life insuranceinvestment advisoryplanning asset protectionaccounts retirement planningtax planning assetplans estate planningcompensation tax planning