CONNECT

Address:

1967 Wehrle Drive
Williamsville, NY 14221

Phone:

President Joel Morawski 716-250-2795 Toll Free 866-240-6416

Fax/Other:

716-250-2707

Our Services


For Individuals:


  • Financial Planning - Retirement / College / Estate
  • Professional Portfolio Asset Management
  • Cash Management / Account Consolidation
  • Portfolio and Asset Allocation Programs
  • Tax Sensitive Investments
  • Guaranteed Investment Options
  • IRA Account Review & Analysis
  • Portfolio Risk Analysis



For Businesses & Institutions:


  • 401(k) & 403 (b) Programs
  • SEP / Simple Retirement Programs
  • Retirement Plan Analysis & Monitoring
  • Key Employee Programs



Investments:


  • Bonds: Municipal, Corporate, Agency & Government
  • Mutual Funds: Load & No-Load
  • Stock
  • Stock options
  • Unit Trusts
  • Bank Certificates of Deposit
  • Managed Accounts
  • Annuities: Guaranteed Fixed Rate & Variable



Insurance:


  • Long Term Care
  • Universal / Whole Life
  • Disability