Sagepoint Financial

Downing Financial Group, located in Williamsville, NY, specializes in providing comprehensive financial planning services tailored for retirees and pre-retirees aged 55 and above. Led by John Downing, a Certified Financial Planner, the firm emphasizes a holistic approach to wealth management, addressing all aspects of clients' financial lives from investment management to estate planning. With a focus on personalized strategies, Downing Financial Group aims to help clients preserve their wealth, optimize taxes, and protect their legacies. By acting as fiduciaries, they ensure that their clients' best interests are prioritized, offering transparency in fees and a commitment to tailored investment solutions that adapt to individual financial goals and market conditions. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Silver Spoon is a trusted financial advisory firm located in Buffalo NY. With a focus on personalized service and expert guidance they help clients navigate their financial journeys offering tailored solutions in investment management retirement planning and wealth preservation. Their experienced team is dedicated to helping individuals and families achieve their financial goals with confidence and clarity. Generated from this place's information