In Person or Online

Understanding your needs, in-person, and on-line"Real Advisors" in a "Real Community"

Obviously technology is re-creating how business is done in our industry. Now, when a prospective client engages us through our website, it is important they know we service our community as “real advisors.” We are not some corporate entity with a web or transmission hub primarily established to look “local” to the searching public."

Your online advisor

Since e-commerce is changing the way people investigate, negotiate, and purchase financial products and services, you should know our office is capable of assisting you while you search online.

But, as a prospective client of our firm, it is still important that the buyer understand they should consider engaging the services of a “Real Advisor”, who lives and serves in a “real community”…

The advisors within our group have been asked to serve and offer their experience and financial guidance to various community and charitable groups over the years. Currently, Our advisors serve on boards such as:

  • Alzheimer's Association WNY Chapter
  • Boys and Girls Club of Elma, Marilla and Wales
  • Erie County Law Enforcement Foundation

 

If you look at the bottom of this webpage text you will see our advisors serve clients in various states from all over the country. You should know as a prospective client, professional service is not compromised due to these distances.

By utilizing both phone, mail, and web based services, your “virtual” service will be as good as any in-person review. Why not consider a quick review now, by clicking the "contact us" Icon.

Our groups combined experiences have given our advisors a unique format as to managing your corporate, or personal assets:

  • We invest the time to work with you to establish prudent investment objectives, focusing solely on YOUR particular needs, and not be driven by some corporate mandate.
  • We will tailor our approach around your unique investment and planning objectives.
  • Our advisors, and our sub-advisors will continually monitor the investment decisions of our various managers through internal quality controls.                                                                               

 “In this fast-paced, ever-changing electronic world, we strive to maintain a personalized approach to your financial planning needs.”