Financial Advisor Services for Buffalo, NY

Your
One Stop Financial Shop

We specialize in wealth management, group and individual insurance needs, Medicare, Social Security, divorce planning, retirement plans and more. We take a unique approach for serving individuals, families and businesses.

Our sole bias resides on you as we strive to understand your needs, outline your goals, to form a customized financial roadmap with our unique, yet simple, processes. Find out how we can be your One-Stop Financial Shop.

our services

Wealth Management

Identify your goals and objectives, develop a unique investment strategy.

401k Plans

Work with a Certified Social Security Claiming Strategist (CSSCS). Optimize your benefits.

Medicare

AHIPP certified agents can help navigate the complexities of Medicare enrollment and coverage.

ESTATE PLANNING

Helping you with the 4 corners of your estate.

Social Security

Work with a Certified Social Security Claiming Strategist (CSSCS) to Optimize your benefits.

Retirement Plans

Develop a plan that encompasses all of your financial & insurance needs to avoid an underfunded retirement.

College Planning

Our team can help you navigate the complexities of sending your kids to college!

Home Insurance

Shop over 25 carriers to find the best plan and price to protect your family and your home.

Auto Insurance

Shop over 25 carriers to find the best plan and price to protect your family and your vehicles.

Life Insurance

Ensure you have a plan in place to be prepared for the unexpected.

Corporate Retirement plans

401k Options, Plan Design, IPS Design & more.

Home Loans & Mortgages

From refinancing your mortgage to qualification letters & loan assistance.

Contact Us

(716) 633.1515

Via Email

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Your One Stop Financial Shop