We believe communication is the key to a happy client. For that reason, the Investment Committee Members at Independent Solutions will host their quarterly conference call to discuss recent market activity, investment strategies, market insights and forecasts. The team extends clients the invitation to dial into the conference call to listen in LIVE.
This call was recorded on December 5th, 2019 and is now available for replay!
We believe communication is the key to a happy client. For that reason, the Investment Committee Members at Independent Solutions will host their quarterly conference call to discuss recent market activity, investment strategies, market insights and forecasts. The team extends clients the invitation to dial into the conference call to listen in LIVE.
Complete the Registration Form to receive the dial in information and access code.
The Financial Guys® are an independent wealth management firm. They have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and are opening a location in sunny South Florida. Their independence allows broad access to financial products and services that gives their clients the opportunity to consider almost all investment, insurance and wealth management products available on the market. Their sole bias resides on the side of the client as they strive to bring appropriate solutions to their clients and their families.
The Financial Guys® specialize in wealth management for individuals, families and businesses. Our unique process is goal based and comprehensive. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward we would ask you to complete some homework so we can learn more about you, your family, and your company’s current financial situation. From there we can assist you in developing a financial road map to where you want to go.
The Financial Guys encourage you to support Western New York Veterans. Every donation makes a difference.
The Young Achievers Scholarship Program awards college scholarships to high school students who have demonstrated outstanding achievement in their activities in school, the community, or the workplace.
SOY is a seven-week fundraising campaign that lasts from January 19thto March 10th. My team The Purple Thunder Wiggles and I are working hard to hit our goal of $65,000. I was writing today to ask for your support by making a generous donation to Leukemia and Lymphoma Society (LLS). You can make a donation through my website. All donations are greatly appreciated and are tax deductible. They’ll not only support LLS- funded research but will help provide critical information and support for patients, and support advocacy for laws to ensure patients can access the care and treatments they need.
LLS has pumped over $1.2 billion dollars into cancer research. In the last decade, over 40% of the cancer treatments and drugs came from LLS funded research, which is not only being used to treat blood, cancer patients, but also those affected by other cancers and diseases, such as breast and liver cancers, multiple Sclerosis and Alzheimer’s Disease.
Please join me to support this important cause by helping my team raise critical dollars for the LLS mission. Each dollar we raise counts as a vote. The team that raises the most money at the end of the seven weeks is named Student of the Year.