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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Buffalo, NY, US
Fee 0% Commission 100%
Gross Revenue
$70,011
# 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

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