David Oestreicher, AGT - Roi Financial Group

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

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you - and partnering to provide continuous guidance and support through every stage of life.

Financial Education Resources is a reputable firm based in Buffalo, NY, offering a wide range of financial services and resources. With a mission to provide valuable education and guidance, their team of qualified professionals assists clients in making informed decisions regarding investments, insurance, and retirement planning. As an independent firm, Financial Education Resources is dedicated to helping individuals and businesses achieve their financial goals. They offer services such as annuity and life insurance, long-term care insurance, group and individual health insurance, disability income insurance, and 401(k) information. With their expertise and commitment to client satisfaction, Financial Education Resources is a trusted resource for financial education and planning in the Buffalo area.Generated from the website