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        Amy specializes in helping individuals and families thrive over the long term, providing customized investment and insurance solutions as part of their Wealth Planning process. She believes in taking a holistic approach when working with her clients, looking at all facets of their financial lives and goals and helping them evaluate what is most important. Amy’s clients appreciate her ability to provide customized guidance in a consistent and thoughtful way, uncovering opportunities while seeking to overcome challenges.
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        Categories
        Investment Advisory Service, Financial Planners, Financial Services, Investment Management, Investments, Mutual Funds
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        Phone: (716) 703-9420

        Address: 285 Delaware Ave Ste 100, Buffalo, NY 14202

        Website: website

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