MoneyGram

Custom Wealth Strategies is a trusted wealth management firm based in Depew, NY, offering comprehensive financial solutions for busy professionals. With a team of experienced professionals, including CPAs and CFPs, they provide services such as estate planning, financial independence planning, investment management, and tax planning. Their goal is to help clients achieve their financial goals and retire confidently by coordinating all aspects of their finances. With a focus on personalized attention and a thorough understanding of each client's needs, Custom Wealth Strategies ensures that their wealth management plans are well-thought-out and tailored to meet individual goals. They prioritize tax efficiency and aim to optimize financial returns, providing clients with a stable foundation for their financial future. Whether clients are physicians, executives, business owners, or retirees, Custom Wealth Strategies offers the expertise and guidance needed to navigate the complexities of wealth management.Generated from the website

Citizens Securities Inc., a member of FINRA and SIPC, operates as a registered broker-dealer and SEC-registered investment adviser, offering a range of financial services including investment advisory and securities brokerage. The firm, along with its affiliate Clarfeld Financial Advisors LLC, specializes in tailored financial strategies while emphasizing the importance of risk awareness and individual investment goals. As part of Citizens Bank N.A., Citizens Securities Inc. provides diverse investment products and services, which are distinct from traditional banking offerings. Clients are informed that these investment products are subject to risks, including potential loss of principal, and are not insured by the FDIC or guaranteed by the bank. Generated from the website