Wilmington Trust

Your goals and circumstances are unique, which is why Dan will work with you to build a personalized plan that puts your most important goals front and center. Together, you’ll gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to you. Using customized tools, he can help analyze your investments and prioritize your needs, wants, and desires.

Amy specializes in helping individuals and families thrive over the long term, providing customized investment and insurance solutions as part of their Wealth Planning process. She believes in taking a holistic approach when working with her clients, looking at all facets of their financial lives and goals and helping them evaluate what is most important. Amy’s clients appreciate her ability to provide customized guidance in a consistent and thoughtful way, uncovering opportunities while seeking to overcome challenges.

Theodore Reynolds - Wilmington Advisors @ M&T is a financial services firm based in Buffalo, NY. They offer a wide range of personal and business banking solutions, including checking accounts, savings accounts, mortgages, loans, credit cards, insurance, investments, and retirement planning. With a team of experienced financial advisors, they provide personalized guidance and investment analysis to help clients achieve their financial goals. Whether it's planning for short-term needs or long-term objectives like buying a home or saving for retirement, Wilmington Advisors is committed to helping individuals and businesses make informed financial decisions. As a registered investment advisor, Wilmington Advisors is dedicated to acting in the best interest of their clients. They are committed to providing comprehensive financial planning services and are staffed with certified financial planners who specialize in creating tailored strategies for each client's unique situation. With a focus on customer convenience, Wilmington Advisors offers both in-person meetings at their local M&T Bank branches and virtual advisory services, ensuring that clients can access expert financial advice whenever and wherever it's most convenient for them.Generated from the website