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You Deserve Financial Excellence, Niagara and Erie County

You Deserve Financial Excellence, Niagara and Erie County

Wherever you want to go, we're ready to help at every step of the journey.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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Working with a CFS* Financial Advisor

Working with a CFS* Financial Advisor

Our CFS* Financial Advisor is available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a complimentary, no-obligation meeting.

Meet Our Team

Begin Planning for your Financial Future

Use these tools to help educate yourself on retirement planning and other life stages and share this information with a CFS* Financial Advisor to review in further detail.

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Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a comprehensive retirement strategy. Let us help you build for tomorrow.

Speak with a neighborhood CFS* advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood CFS* advisor to learn how we help you reach your goal.

What Sets Us  Apart

Our CFS* financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Call Us

716-434-2290


Address

6485 South Transit Road
Lockport, NY 14094