Our diverse group of clients include first responders, educators, business owners, individuals and families.
We strive to be your most trusted advisor providing investment management and strategic wealth planning specific to your needs. Our primary focus is to deliver sound and thoughtful advice to help you achieve your long term financial goals. This work includes helping you develop a financial plan, implementing the proper types of insurance, and managing your retirement accounts in preparation for retirement: TSA, 403(b), 401(k), deferred compensation accounts and IRA(s).
Seminar Schedule
Kristin Meyer AIF®
716-481-4476
One of the most important lessons I learned in the financial services industry over the past 12 years and as a student at Medaille College is that...
Blogs
Pandemic's Impact on the Market and Economy Has Rattled Retirement Confidence
Joint poll by Kiplinger and Alliance for Lifetime Income reveals decreased confidence, especially among women, pre...
Read More
3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach
Intro When it comes to managing your personal finances, paying someone else to decide where to put your money may feel...
Read More
Investment Tips for All Seasons
Intro If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of...
Read More