Tri-Financial

Downing Financial Group, located in Williamsville, NY, specializes in providing comprehensive financial planning services tailored for retirees and pre-retirees aged 55 and above. Led by John Downing, a Certified Financial Planner, the firm emphasizes a holistic approach to wealth management, addressing all aspects of clients' financial lives from investment management to estate planning. With a focus on personalized strategies, Downing Financial Group aims to help clients preserve their wealth, optimize taxes, and protect their legacies. By acting as fiduciaries, they ensure that their clients' best interests are prioritized, offering transparency in fees and a commitment to tailored investment solutions that adapt to individual financial goals and market conditions. Generated from the website

Moshides Financial Group in Buffalo offers comprehensive financial services, specializing in wealth advising, financial planning, and life insurance solutions. Their team of experts is dedicated to helping clients achieve their financial goals and secure their future through personalized strategies and expert guidance. Generated from their website's infomation

Mt. Vernon Financial Group, located in Buffalo, NY, offers a range of financial services through its affiliation with Osaic Wealth Inc., a registered broker-dealer and investment adviser. The firm provides investment advisory services and securities through various entities, ensuring a comprehensive approach to financial management. Clients can access a variety of financial professionals, each with a distinct professional history, as well as investment products and services that are independently offered by the associated firms. The company emphasizes transparency and client support while navigating the complexities of financial planning and investment strategies. Generated from the website