David J Bovey Financial Service

Prosperity Wealth Management, located in Williamsville, NY, is a trusted financial advisory firm with over 30 years of experience. Their team of experts is dedicated to guiding clients in the stewardship of their wealth, helping them achieve their most important goals and dreams, whether it's attaining financial independence or funding a loved one's education. With a focus on personalized service and a commitment to financial success, Prosperity Wealth Management partners with clients to create non-traditional plans for their financial future. Their expertise, professionalism, and genuine care for their clients make them a reliable choice for those seeking to take control of their financial well-being.Generated from the website

Downing Financial Group, located in Williamsville, NY, specializes in providing comprehensive financial planning services tailored for retirees and pre-retirees aged 55 and above. Led by John Downing, a Certified Financial Planner, the firm emphasizes a holistic approach to wealth management, addressing all aspects of clients' financial lives from investment management to estate planning. With a focus on personalized strategies, Downing Financial Group aims to help clients preserve their wealth, optimize taxes, and protect their legacies. By acting as fiduciaries, they ensure that their clients' best interests are prioritized, offering transparency in fees and a commitment to tailored investment solutions that adapt to individual financial goals and market conditions. Generated from the website

Since joining the investment team in 1992, Laura has provided customized investment and insurance solutions for individuals, families, and business owners. She takes great pride in fostering long-term relationships built on honesty, respect, and a personal understanding of what’s important to you.