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Michele Balseca Email
Client Services Administrator/Operations Administrator . WNY Asset Management
Williamsville, NY
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Current Roles
Employees:
29Revenue:
$4.3MAbout
Anyone can make promises. At WNY Asset Management, we have been helping make our clients’ dreams come true since 1994, by providing relevant, high-quality financial advice that can help you build – and preserve – your wealth. We take a holistic approach, drawing on our decades of hands-on experience as well as our strong relationships with CPAs, attorneys and other advisors who you already trust. Our financial planners take the time to discover your aspirations and expectations, and then work with you to make the decisions that are right for you and your loved ones. With more than 75 years of combined experience, we provide you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet – and exceed – our clients’ goals. Disclosures: http://www.wnyasset.com/disclosures/ Third-party posts do not reflect the views of Cadaret, Grant and have not been reviewed by Cadaret, Grant for completeness or accuracy. Securities and advisory services offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC. Advisory Services are offered through WNY Asset Management, LLC, a SEC Registered Investment Advisory Firm. Broker Dealer services are offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. WNY Asset Management LLC, CPA Financial Network & Cadaret, Grant are separate entities.WNY Asset Management Address
6500 Sheridan Drive, Suite 200Williamsville, NY
United States