Di Giacomo Financial has serviced the financial planning needs of individuals, small businesses and professionals since 1991. We specialize in listening to our clients and perspective clients. We will ask you to describe your financial hopes, dreams and fears. We know from experience that this may be overwhelming, but with experience comes patience, patience to listen, to ask questions, then develop a personized plan to achieve what it is you expressly conveyed regarding your financial life. Give us a call.
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You've worked hard to establish financial independence; now it's important to maintain it. The team at ROI Financial Group in Buffalo, NY, is committed to helping their clients with financial planning to ensure their future is protected. For individuals, their services include advising on investments to ensure they make the right, strategic decisions to enhance their finances and secure the financial future of their children and grandchildren. As you age, their team will assist you with retirement planning, as well as setting up your estate and life insurance coverage, so that your loved ones are taken care of after you're gone. If you own a business, they will create a customized plan to consider the unique needs and objectives of your company. They'll also guide you through succession planning, so your business will continue to thrive after your retirement. Whether it's a personal investment or for your business, their team takes the time to discuss the big picture -- from your current financial situation to your goals for the future. Then they'll provide financial planning that is tailored to your needs. But, because they know life can change unexpectedly, they will update your plan continuously, so you can adapt seamlessly and with peace of mind. The financial planning company has built their exceptional reputation by educating their clients on finance and creating life-long partnerships...
Milestone’s mission is to bring efficiency, transparency, and education to law firms and their clients after settlement.
Eudaimonia Wealth is a fee-only financial planning firm headquartered in Buffalo, NY. We specialize in working with families within 5 years of retirement who are seeking guidance around if, how, and when they can make work optional. We believe that a successful retirement should be about living your best possible life by making the most of the money you have. To have the freedom to focus your time and energy on the things you enjoy most. We help our clients develop a framework to optimize their investments, retire on their terms, and begin living a life they love.
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We are a 401K business
Queen City Financial Group, formerly CSS Agency, is a full-service agency for insurance and financial planning. We have been servicing the Buffalo and Western New York area for over 20 years. With over 40 years of experience in the financial services industry, we have learned that there truly is no substitute for experience.
