Also known as western new york financial
Western New York Financial Group is a wealth management firm based in Buffalo, New York, founded in 2019. It serves families in Amherst, Buffalo and Orchard Park, and develops retirement income plans with an emphasis on creating a secure income stream and preserving wealth. The team states that it acts as a fiduciary. It works with retirees and people planning to retire, small business owners, working professionals and women. Services include retirement planning, financial advice covering goal setting, cash flow and risk management, debt management and estate strategy. New clients begin with a complimentary introductory call to review their portfolio.
Public regulatory records matched to Western New York Financial Group from SEC and IRS filings.
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Western New York Financial Group is a wealth manager based in Buffalo, United States, managing approximately $84M in assets.
Western New York Financial Group is headquartered in Buffalo, United States.
Western New York Financial Group manages approximately $84M in assets under management.
Western New York Financial Group was founded in 2019.
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