POLEON COMPREHENSIVE WEALTH MANAGEMENT
We want to learn more about your personal situation, identify your dreams and goals, and make sure you're covered.
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2
Consultant
26
Years of experience
1
Local Office
Putting Your Financial Puzzle Together
Your source for updated market and economic news.
Manage Your Financial puzzle pieces together with confidence
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our business.
What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
What We Offer
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Tips and Resources
The latest topics in our library to Inform and Inspire.
Our Experts
Learn How We Can Help You
Schedule a MeetingGregory Poleon
Chief Investment Officer, President
(716) 906-8575
gregory.poleon@securitiesamerica.com
Kelly Brennan
Administrative Assistant, Client Services Manager, Notary
716-906-8575
kelly.brennan@securitiesamerica.com