Financial Partners of Upstate New York

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Amherst is here for you, serving the Western New York area, including downtown Buffalo, Grand Island, Niagara Falls and more. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

WNY Asset Management, established in 1994, specializes in providing individualized financial planning advice aimed at helping clients achieve their dreams while building and preserving their wealth. With services ranging from retirement planning to estate management, they focus on guiding clients through life's financial journey with relevant strategies tailored to their unique needs. The firm emphasizes the importance of not just planning for the future, but also enjoying the present. By fostering a supportive and proactive relationship, WNY Asset Management strives to alleviate financial worries, allowing clients to envision and work towards a brighter tomorrow. Generated from the website

Ogorek Wealth Management LLC is a financial planning and investment management firm based in Buffalo, NY. They offer personalized services to help individuals retire confidently by addressing key questions such as the right time to retire, how much can be spent during retirement, how to make the most of one's time, and how to maintain and grow social connections. They also provide guidance on managing investment portfolios and ensuring they align with clients' financial plans. With a team committed to exceptional client service and a focus on listening to clients' needs, Ogorek Wealth Management aims to help individuals achieve their retirement goals.Generated from the website