Meet Our Team
Client Centered
We have over 50 financial advisors throughout Western New York available to help you on your financial journey. Whether you are looking to save for retirement, plan for college, or just get more organized with your finances, our advisors can help.
Learn more about them below and contact us today to set up a no-obligation consultation.
Buffalo Office
James Cecchini II,CFP®, CRC®
CERTIFIED FINANCIAL PLANNER™ practitioner
Jeffrey M. Kney, CFP®, CRC®
CERTIFIED FINANCIAL PLANNER™ practitioner
Erie Office
Office Staff
New Jersey Office
