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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.

 2024 1st Quarter Commentary 

Manage Your Financial puzzle pieces together with confidence

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

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. 

Financial Planning

Tax Preparation

Life, LTC & Health Insurance Coverage

401k Rollovers

Tips and Resources

The latest topics in our library to Inform and Inspire.

Our Experts

Learn How We Can Help You

Schedule a Meeting
Gregory Poleon

Gregory Poleon

Chief Investment Officer, President

716-906-8687

(716) 906-8575

Randy Toth

Randy Toth

Chartered Financial Analyst, Tax Preparer

716-906-8687

716-906-8575

Donna Stuber

Donna Stuber

Office Manager, Tax Preparer, Notary

716-906-8687

716-906-8575

Kelly Brennan

Kelly Brennan

Administrative Assistant, Client Services Manager, Notary

716-906-8687

716-906-8575