Financial Planning Investment Management is a full-service financial planning and investment consulting firm located in Amherst, Town of, NY. They provide unbiased and holistic advice to help individuals and families achieve their financial goals, from their first job to retirement and beyond.
Their team of experts acts as personal CFOs, using a consultative and process-driven approach to help clients steward their resources efficiently. With a focus on goal-based, risk-managed, and tax-aware investment strategies, they offer solutions in financial planning, investment management and consulting, liability management, and estate planning.
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