Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping pre-retirees transition in to retirement with special emphasis on tax efficiency.
I believe that a financial advisor should adhere to the following standards:
- Timely Service
- Holistic Approach to Pesonal Finance
I am a Partner & Vice President of Level Financial Advisors, a Registered Investment Advisor located in Buffalo, NY. I have been working with families to manage their investments and provide financial advice since 2007.
I have taken additional exams to...
Gregory Ahrens (CRD# 5386619) is a Financial Specialist working at Guardian Life Insurance Co. and Park Avenue Securities LLC in Buffalo, NY. Greg has over 8 years of experience in the finance industry. Greg has taken additional exams to become a Chartered Financial Consultant and Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply...
George Dimatteo (CRD# 1189418) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Williamsville, NY and has over 21 years of experience in the finance industry.
Kurt Fetter (CRD# 5459605) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 9 years of experience in the finance industry.