Lisa Williams
Relationship Manager at Wny Asset Management
Lisa Williams's Professional Contact Details
Email (Verified)
****@wnyasset.com
HQ
(716) 626-0060
Location
Buffalo, New York, US
Company
Wny Asset Management
Person Seniority
manager
Lisa Williams's Current Company Details
Anyone can make promises. At WNY Asset Management, we have been helping make our clients' dreams come true since 1994, by providing relevant, high-quality financial advice that can help you build â�...
Anyone can make promises. At WNY Asset Management, we have been helping make our clients' dreams come true since 1994, by providing relevant, high-quality financial advice that can help you build – and preserve – your wealth. We take a holistic approach, drawing on our decades of hands-on experience as well as our strong relationships with CPAs, attorneys and other advisors who you already trust. Our financial planners take the time to discover your aspirations and expectations, and then work with you to make the decisions that are right for you and your loved ones. With more than 75 years of combined experience, we provide you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet – and exceed – our clients' goals. Disclosures: http://www.wnyasset.com/disclosures/ Third-party posts do not reflect the views of Cadaret, Grant and have not been reviewed by Cadaret, Grant for completeness or accuracy. Securities and advisory services offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC. Advisory Services are offered through WNY Asset Management, LLC, a SEC Registered Investment Advisory Firm. Broker Dealer services are offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. WNY Asset Management LLC, CPA Financial Network & Cadaret, Grant are separate entities.
Founded Year
1994
Organization Website
wnyasset.com
Organization Languages
English
Organization Revenue
6000
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retirement planning
insurance planning
estate planning
investment management
education planning
finance
law practice
legal services
Lisa Williams's Work History and Education
WNY Asset Management
Relationship Manager
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