Ryan O'Connor

Ryan P. O'Connor

Wealth Management Advisor

  • CFP®
  • RICP®
  • AEP®
  • CLU®
FINRA BrokerCheck
  • CA License: #0J06457

100 Corporate Pkwy, Suite 426,
Amherst, NY 14226
716-877-9202 Visit my website

About my practice

Our team based approach employs a values-based discovery process to make sure we understand what is most important to each client to provide a fiduciary level of care with the solutions we provide and take their goals as our own. We specialize in the follow areas: Tax Sensitive Investing | Tax Optimized Retirement Income | Income/Asset Protection for Physicians | Planning for Business Owners

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