SY Associates of Western New York
While our staff is fully vaccinated against COVID-19, there is no guarantee that it is risk-free to visit in-person due to other respiratory viruses such as the flu. Please take necessary precautions based on your own individual health needs.
We remain dedicated to your needs, so please reach out with any questions or concerns. Thank you for your trust!
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
"An investment in knowledge pays the best interest."
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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