Busy Soaking Up the Sun? Use Your Summer Wisely and Organize Your Finances
Most people use the summer months as a time to relax and rejuvenate – often with the intention to forget about any financial burdens or stress from the year. However, in the midst of sunbathing, summer can be the ideal time to organize your finances and make sure you have a clear picture of your […]
Avoiding Unpleasant Surprises: Why You Need An Estate Plan
Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the process, you’ll […]
Social Security Update
Social Security Program Update The federal budget deal signed into law on Nov. 2 includes two changes that impact Social Security collection strategies. For clients with whom you have already discussed a collection strategy, you will want to make sure they understand how these two changes impact that strategy. For all your other baby boomer […]
Social Security Seminar
Allen Dembski recently gave a presentation on Social Security for the Amherst Chamber of Commerce’s 1st and 3rd Wednesday Pro Net meeting. Allen is also the facilitator of the group. There was about 15 members in attendance. They all had great questions on the strategies discussed in this presentation. Many individuals don’t know how to […]
New Office
Hello Everyone, We are pleased to announce we have a new home starting September 1, 2014, at 7606 Transit Rd. Suite 100. We are located behind the Immediate Care Center on Transit Rd. We started our search for a new building roughly 6 months ago, and visited over 20 locations. We took our time, as […]
Welcome Aboard!
Buffalo First Wealth Management would like to welcome Allen Dembski as Partner and Chief Operating Officer. Allen has been in the financial services industry for over 15 years. He previously worked with a national insurance company and then a national investment firm. Allen holds a his series 6, 63, & 65 securities licenses. He also […]