Merrill Lynch

Welcome to Merrill Lynch in Williamsville, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

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

When it comes to finances, the most valuable advice I can give is this: Don’t compare yourself to others. My career as a financial planner has shown me how crucial it is to create a financial plan that works for you and your family – your unique dreams, needs and wants. I love to meet with clients to understand what matters to them most, so together, we can build a roadmap for their personal financial journey, and together, we’ll try to avoid mud puddles along the way.