AC
Alicia Cheney
Director Of Operations at Ogorek Wealth Management
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Work Experience
Director Of Operations
Dec 2019 - Present · 5 years
1989 - Present · 35 years and 11 months
Customer Service Coordinator
Jul 1989 - Present · 35 years and 5 months
Sales And Marketing Manager
1989 - Jun 2018 · 29 years and 5 months
Company Details
2-10 Employees
Our ideal client is someone who has accumulated wealth, and wants to use it to improve their lives and leave a legacy. We coordinate all aspects of their financial life, invest with safeguards, minimize taxes, and present their financial information in a format that is easily accessible and understandable.
Website
Year Founded
1987
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
6400 Sheridan Drive
Suite 132
Williamsville, New York 14221, US
Keywords
Retirement CoachingInvestment ManagementWealth ManagementCoordinated Financial PlanningEstate Planningretirement planningfinancial advisorfinancial planningfinancial servicesretirement
Contact Details
- Email AddressA**@ogorek.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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