Join or Login for Access

SL advisors Listing
Financial Advisor   

$10MM AUM | $70,011 GDC in Buffalo, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

60% Comm
40% Fee

General

Location
Buffalo, NY, US
12 Month Gross Revenue
$70,011
Number of Accounts
232
Avg Client Age
60

Overview

Financial Advisor providing financial advice for my clients helping them maintains their financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of the client’s current finances and future objectives. I'll address issues my client's might have overlooked and determine how I can help them adjust their investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging