8:00 A.M. – 4:30 P.M.
Monday - Friday
Sheridan Meadows Corporate Park North
6400 Sheridan Drive
Williamsville, NY 14221
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Embarking on the quest to find a financial advisor can be a daunting task. Many prospective clients view their first appointment with apprehension because they believe that an advisor is going to be passing judgment on them. From an advisor’s standpoint this is a foreign concept. We are in the business of helping people — not judging them.
How to Interview a Financial Advisor: this resource guide gives you all the right questions to ask when interviewing prospective advisors.
This report will provide candid disclosures about how we work with our clients.
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