Invesco

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.

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 Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. 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.

Smith Barney is one of the leading providers of comprehensive financial planning and advisory services to investors, institutions, corporations and private businesses, governments and foundations throughout the world. With more than 14,000 financial advisers in over 700 offices worldwide, the company offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, and cash and portfolio management, as well as retirement, education and estate planning. It has expertise in global investment research, securities trading, investment banking, asset management and brokerage services. A private wealth management unit of Citigroup Global Markets, Smith Barney manages approximately nine million client accounts in the United States.