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Top Financial Advisors In West Seneca, NY

LAUBER FINANCIAL PLANNING is a trusted financial advisor with over 10 years of experience and $100 million in assets under management. They offer a wide range of services such as retirement planning, investment management, and estate planning to cater to the diverse needs of their clients, including high net worth individuals, small business owners, and retirees. Their fee-based model aligns their interests with those of their clients, and they prioritize transparency by disclosing any potential conflicts of interest. The team at LAUBER FINANCIAL PLANNING has a combined experience of over 50 years, and their advisors hold various certifications to ensure their expertise. They have a clean record with no legal or disciplinary disclosures, highlighting their commitment to ethical practices.

An Overview of SGROI WEALTH ADVISORY GROUP LLC

SGROI WEALTH ADVISORY GROUP LLC is a leading financial advisory firm with a team of experienced and knowledgeable professionals dedicated to helping individuals and families achieve their financial goals. They offer comprehensive financial planning, customized investment strategies, retirement planning, tax and estate planning, and risk management and insurance services. With a focus on a holistic approach, the advisors at SGROI WEALTH ADVISORY GROUP LLC not only consider their clients' current financial situation but also their long-term goals and aspirations.

The firm has been in business for [insert number of years] and manages a total of [insert AUM in millions] in assets under management. They pride themselves on building lasting relationships with their clients, based on trust, integrity, and transparency. The firm believes in keeping clients informed and educated about their financial decisions, and they offer a range of services to suit the diverse needs of their clients.

The team at SGROI WEALTH ADVISORY GROUP LLC consists of highly qualified professionals with diverse backgrounds and skills. They are committed to ongoing education and staying up-to-date with industry trends to provide the most relevant financial advice to their clients. The firm has a clean record of regulatory compliance and operates with a fiduciary duty to act in their clients' best interests.