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As an employer, your company shoulders a major responsibility. You need to monitor investments, keep up with legislative changes, ensure your plan is administered properly, educate plan participants, and make sure the plan has the power to inspire employees to pursue their retirement dreams. Is this something you have the time and resources to do alone?
Maintaining an appropriate retirement plan for your company often seems like an impossible task — especially when you consider everything else that goes into running a business. But for an advisor, it's all in a day's work.
BankOnBuffalo's Wealth Management Services can be a valuable ally and time-saving resource, helping you develop and maintain a solid strategy for your retirement plan. You'll receive personalized attention and involvement at the level you want and need. By working with an advisor, you'll gain the following benefits:
We administer a wide variety of employee retirement plans and will work with you to determine what would be the best plan for you and your business.
It's easy to arrange a confidential financial review. You may contact us directly by calling 1-844-510-0819, or ask about setting up an appointment at the BankOnBuffalo office nearest you.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Securities America, Inc. registered representatives may only conduct business with residents of the states for which they are properly registered.
Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Craig Ball and Mike Love, Registered Representatives. Craig Ball and Mike Love, Investment Advisor Representatives, offer advisory services through Securities America Advisors. Securities America and all entities named are unaffiliated. Securities licensed in PA, OH, FL, NY, MI, VA, MA, ID, IL, KS.
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