Sii Investments Inc

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. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

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.