Professional Advisors - Partners
| Accounting/CPA's |
|---|
| Blesy & Associates |
| Tronconi, Segarra & Associates, LLP |
| Top |
| Law |
| Gross, Shuman, Brizdle & Gilfillan, P.C. |
| Phillips Lytle, LLP |
| Victoria L. D'Angelo, Esq. |
| Top |
| Brokerage |
| O'Keefe Shaw & Company, Inc. |
| Top |
| Consulting |
| Margaret S. Turner & Associates |
| Top |
| Financial Planning |
| Amherst Financial Services, Inc. |
| Contour Financial Planning, LLC |
| David H. Desmon, CFP |
| Donald M. Kohnstamm, CLU, ChFC, AEP |
| James J. Tyrpak, MSFS, CLU, ChFC, AEP |
| Jeffrey M. Goldfarb, CFP, Ameriprise Financial Services, Inc. |
| Peter A. Biltekoff |
| Peter D. Spira, CFP |
| Sgroi Financial, LLC |
| Top |
| Insurance |
| Smith, Cook & Associates, Inc. |
| Top |
| Professional Associations |
| Association of Fundraising Professionals, WNY Chapter |
| Western New York Planned Giving Consortium, Inc. |
| Top |
| Other |
| Robert W. Constantine, HSBC Bank USA |
| Top |
