Also known as trubee wealth
Trubee Wealth Advisors is a wealth management firm based in Buffalo, New York, United States, built on independent financial guidance since 1940. It reports about $912 million in assets under management. The firm provides investment services to individuals, small businesses, corporations and philanthropic organizations. It states that its independence lets it select from a wide range of investment offerings rather than those of one provider. John D. Shine, CFA, CFP, became president in July 2022, and the firm is a member of SIPC.
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Trubee Wealth Advisors is a wealth manager based in Buffalo, United States, managing approximately $912M in assets.
Trubee Wealth Advisors is headquartered in Buffalo, United States.
Trubee Wealth Advisors manages approximately $912M in assets under management.
Trubee Wealth Advisors was founded in 1940.
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