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6631 Main Street – STE 1
Williamsville, New York
14221

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Email: [email protected]
Phone: 716.936.PLAN (7526)
Fax: 716.220.7389

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

See Osaic Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.

This communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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