William C Allan & Associates is an independent investment advisory firm based in Tonawanda, NY, dedicated to helping individuals and institutions achieve their long-term wealth building goals. With over two decades of experience, they offer personalized strategies that utilize stocks and income-focused securities to meet the unique needs of their clients.
Committed to always putting their clients' interests first, William C Allan & Associates operates under a fee-only structure, charging based on the value of the assets they manage. Their ideal clients are those who are dedicated to investing and growing their wealth, with a focus on retirement planning. With a diverse range of clients, they manage multiple accounts as one portfolio, providing comprehensive investment management services.
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