JC
Justin Chatelle
Financial Advisor Associate at Ogorek Wealth Management
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Work Experience
Financial Advisor Associate
May 2018 - Present · 6 years and 7 months
Amherst High School Girls Varsity Basketball
Assistant Coach
Nov 2014 - Present · 10 years and 1 months
Canisius College
Student Equity Analyst
Aug 2017 - May 2018 · 9 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 AddressJ**@ogorek.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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