About Planned Futures
"Planned Futures is a full-service financial firm comprised of highly knowledgeable specialists working closely together with the sole mission of providing the highest level of expertise, service, and professionalism in helping individuals and businesses to build & protect their wealth."
Whether you're a small business owner, a young professional, a parent or grandparent, or anyone else with goals in life, you have financial needs. And in today's world, there's no such thing as a one-size-fits-all solution. You need professional advice that's tailored to your unique situation, and you need a financial professional who you can trust.
Founded in Western New York in 1970, Planned Futures is comprised of professionals who specialize in various areas of the financial services industry. We work closely together to ensure that you receive the high quality advice & service that you need to meet your goals.
Whether you're looking to plan for college, save for retirement, attract and retain employees, or protect your family, we have specialists who are here to help. At Planned Futures, our goal is to prove that the whole really is greater than the sum of its parts.