WNY Asset Management – Financial Planning & Wealth Management

WNY Asset Management - Financial Planning & Wealth Management is a Financial Planner in Williamsville, NY, located at 6500 Sheridan Dr #200. It holds a rating of 5.00 based on customer reviews.

The firm provides services including retirement planning, investments, estates, education, insurance, and a CAP program. WNY Asset Management has been assisting clients with individualized financial planning and wealth preservation since 1994.

The firm utilizes a holistic approach to wealth management, drawing on more than 75 years of combined experience. Their team includes partners John Pieroni, CFP, and Robert Castiglione, MBA, CFP, who manage the financial planning and CPA Financial Network departments respectively. As a Registered Investment Advisor, the business is held to a fiduciary standard of care. The firm develops nonproprietary, customized investment strategies based on individual goals, needs, and volatility tolerance. To support their clients, they work to maintain relationships with accountants, attorneys, and other trusted advisors to coordinate financial strategies.

The business is situated on Sheridan Drive in Williamsville, NY, just about a tenth of a mile from the main road. It is also located approximately three tenths of a mile from Transit Road.

BizScoreAI gives WNY Asset Management an Authority score of 100 out of 100, which shows who is behind the business as a trust signal for AI assistants and search engines. The firm also receives a Technical score of 92 out of 100, ensuring the website is secure and readable by search engines without errors.