Financial Planning Advisory Group

McCollum Christoferson Group LLC is a leading independently-owned investment and financial advisory practice located in Amherst, NY. Their team is dedicated to helping clients secure their financial future by managing investment portfolios, creating financial plans, and offering a wide range of advisory services. With a focus on preserving the purchasing power of their clients, they provide personalized guidance in managing investments, retirement planning, estate investment planning, and wealth preservation strategies. Operating as an SEC registered investment adviser, McCollum Christoferson Group serves clients in Western New York and various locations across the United States. Their skilled professionals emphasize the value of working with experts to achieve financial goals, providing comprehensive support and guidance through the complexities of financial resources. Compliant with registration and notice filing requirements, they are committed to helping clients navigate financial challenges and life-changing events.Generated from the website

Forward Asset Management is a financial services firm based in Buffalo, NY, specializing in investment management and wealth advisory services for individuals and businesses. With a focus on long-term financial planning and strategic investment strategies, Forward Asset Management aims to help clients achieve their financial goals and secure their financial future. Generated from their business information