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How We Help

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.

Call or email to schedule your complimentary consultation today!   

Phone: 716.204.8630

Fax: 716.626.5509

Email: prosper@ogorek.com

Office Hours:
8:00 A.M. – 4:30 P.M.
Monday - Friday

Sheridan Meadows Corporate Park North
6400 Sheridan Drive
Suite 224
Williamsville, NY 14221

Pursuit of a Financial Advisor

How to Interview a Financial Advisor: this resource guide gives you all the right questions to ask when interviewing prospective advisors. 

Ogorek Wealth Management’s NAPFA Diagnostic

This report will provide candid disclosures about how we work with our clients.

  

Ogorek NAPFA member

 

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