GOLDFARB FINANCIAL
295 Main Street, Suite 914, Ellicott Square Building, Buffalo, NY 14203
Since 1988
Socially Responsible Investing, Business, Succession, Estate, Philanthropic Investments, Financial, Self Employment Retirement and Retirement Planning, Tax Mitigation & Wealth Preservation
Serves also in New Orleans ● Focus on wealth management ● It should be the objective of entrepreneurs to create a better world and help their local communities ● They believe in a more focused pursuit of success that is personalized to every client and works towards an impactful, and sustainable future
TBR® Inspection Report
ALLIANCE ADVISORY GROUP
600 Delaware Avenue, Buffalo, NY 14202
Since 1979
Retirement, 401K, Business Succession and Wealth Planning, Stocks, Bonds, Mutual Funds and Exchange-Traded Funds, Life and Disability Income Insurance, Simple and Sep IRA, Health Savings Accounts, Life-Income Strategies, Annuities, Asset & Investments Management
Their goal to deliver superior strategies for all of the wealth building and management initiatives that are important to their clients ● Serves also in Jamestown, Rochester, Itacha & Syracuse ● Full range of investment, estate planning and business continuity
TBR® Inspection Report
MINTCO FINANCIAL
4444 Main Street, Buffalo, NY 14226
Since 2001
Estate Planning, Life Insurance Strategies, Retirement and Trust Planning, Annuity, 401K and IRA Rollover, Asset Allocations, Risk and Debt Management, Social Security, Long Term Care Needs Analysis & Medicare Planning
Free quote ● They are committed to maintaining the highest standard of integrity and professionalism ● They predominantly serve business owners, professionals and retirees with investment planning ● Complimentary meeting