Do You Need a Financial Planner? Four Questions to Ask

I love what I do, so I frequently find myself talking about all the different ways I help people. Most people don’t understand all that encompasses the job. Usually, it is an assumption that we are only helping with investments, but it is so much more than that. Because of this, I wanted to dive into what comprehensive financial planning looks like and what questions to ask if you are interviewing potential planners.

Financial Advisor Looks to Spur Western New York Economy During COVID-19 Pandemic

Financial advisor Mike Lomas is on Spectrum News to talk about his love and passion for Western New York. In the interview, he discusses the impact of coronavirus on the economy in Western New York.