Contact UsPlanning Services
Wealth Management
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300 Corporate Parkway Suite 210N
Amherst NY 14226
We have individuals who are licensed to sell insurance in the following jurisdictions(s): AZ, FL, GA, IL, KY, MA, MI, NC, NJ, NY, OH, PA, SC.
2. We have individuals who are registered to offer securities in the following jurisdictions(s): CA, CT, FL, GA, MI, NC, NJ, NY, PA, WI.