$10MM AUM | $70,011 GDC in Buffalo, NY
Member is Interested In:
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.