D/b/a/ Lauber Financial Planning

D/b/a/ Lauber Financial Planning (CRD# 154928) is a financial advisory firm headquartered in West Seneca, NY. They manage $4,359,831 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $363,319
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at D/b/a/ Lauber Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Amy J. Lauber
CRD#: 2373747
3976 Seneca Street, West Seneca, NY 14224

Amy Lauber (CRD# 2373747) is an Investment Advisor Representative working at D/b/a/ Lauber Financial Planning in West Seneca, NY and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.