Investment Planning in Buffalo

Passing assets quickly and efficiently to your heirs or charities takes sophisticated prior planning. In cases like this we will surround you with a team of specialists, each with their own specialized skill set that will be applied to all facets of your unique situation. There are many things to consider here. A shortened list follows:

  • Taxes
  • Long Term Care Costs
  • Cost Basis of Stocks & Mutual Funds
  • Probate
  • Unified Tax Credit
  • Life Insurance
  • Charitable Giving

Contact the Financial Guys to discuss your investment planning needs in Buffalo, NY.

Peak Brokerage Services, LLC. does not offer tax advice