As the end of the year approaches, it's a good time to plan ahead for next year and adjust your payroll deductions if you are looking to maximize your 401(k) for 2025. Due to some regulation changes, if you are between the ages of 60-63, you can now save extra money to your 401(k) known as a "supersized" catch-up!
关于我们
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:
https://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.
- 网站
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https://www.wnyasset.com
WNY Asset Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Williamsville，New York
- 类型
- 私人持股
- 创立
- 1994
- 领域
- Education Planning、Estate Planning、Insurance Planning、Investment Management和Retirement Planning
地点
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主要
获取路线
6500 Sheridan Drive, Suite 200
US，New York，Williamsville，14221
WNY Asset Management员工
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John Pieroni, CFP?
Managing Partner at WNY Asset Management & the CPA Financial Network
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Michele Balseca
Client Services Administrator/Operations Administrator at WNY Asset Management
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Eugene O'Connor
Senior Wealth Manager at WNY Asset Management
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Ron Lojacono, CFP?
Partner at WNY Asset Management / Partner at CPA Financial Network
动态
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We are honored to be named among the 2024 UB Fast Finalists for 2024! This recognition is a testament to our staff's continuous dedication in building trust, goodwill and loyalty with our clients, who have been instrumental in our journey. We are forever grateful to our clients for their continued support and belief in our vision. #UBFast46
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Checklist for Personal and Tax Documents After a Natural Disaster Reconstructing lost records and filing tax returns may not be at the top of most people’s to-do lists in the wake of a disaster like a hurricane, a fire, or earthquake. Read the full article: https://lnkd.in/dePwfw-m
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Gold Medal Leadership: 5 Winning Lessons From Olympic Sports Every four years, the Olympic Games bring a spectacular display of sporting prowess to the world. They also showcase the power of human endeavor and the importance of teamwork, along with a host of positive role models. For that reason, they are a source of powerful lessons for leaders. Read the full article: https://lnkd.in/g7q3TKgX
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Your Retirement Anxiety Can’t Be Cured Online The often-cited goal of having a $1 million retirement nest egg needs to be retired itself. Adjusted for inflation, it would take nearly $1.9 million to have the same purchasing power today as in 1999, when the oldest of millennials were just turning 18. Granted, $1 million still sounds like a lofty sum to many Americans, which could be why so many are nervous that they won’t reach the double-comma club by retirement. Read the full article: https://lnkd.in/eU9tC2h9
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Why Gen-Z Is Suddenly Creating Wills And Trusts—And You Should Too Conventional wisdom casts trusts, wills, and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack an estate plan, a figure that climbs higher to 80% among Gen-Zs. However, Matt Watson, CEO of the all-in-one financial management app Origin Financial, offered a compelling counter-narrative to this trend when I spoke to him recently. Read the full article: https://lnkd.in/eAPcYb_i
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We are thrilled to announce that Dan Gartland has achieved the Certified Financial Planner (CFP) designation! This accomplishment is a testament to his hard work, dedication, and expertise in the financial planning industry. Join us in congratulating him on this incredible achievement! #CFP #FinancialPlanning #Congratulations
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