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Investment Services

"For All Your Financial Needs"

Let our financial partner, Spectrum Wealth Management, provide you with the services and products you need to help develop a sound financial plan. Visit Spectrum for all your financial planning needs:


Retirement Planning

Tax Planning & Preparation

401k/403b Rollovers

Life Insurance

Long Term Care (Nursing Home) Insurance

Estate Planning 


Medicaid Planning

Learn more ... Click Here To View Spectrum Wealth Management Website

4925 Main Street, Suite 202, Amherst, NY  14226

Phone: 716.362.9229