Services

Planning for Every Aspect of Your Wealth

Saving for a big purchase. Choosing when to retire. Passing your wealth to family. Whatever your goals are, there’s a way to reach them. We’ll work closely together to find the right strategies and solutions for your finances.

Wealth Planning

Aligning your goals with strategic planning, investment, and tax decisions.

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Retirement Planning

Forecasting and adjusting plans to suit your personal retirement goals.

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Estate & Legacy Planning

Creating a plan to use or share your wealth with those closest to you.

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Insurance

Searching for lower premiums on coverage that keeps you protected.

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Personalized Services For Unique Goals

Saving for a big purchase. Choosing when to retire. Passing your wealth to family. No matter where you’re starting on your financial journey, there’s a path that leads to your goals. We’ll work closely together to find the right strategies and solutions for your finances.

Plan for your Future

We look forward to learning about your goals and helping you achieve them.

Schedule a Consultation

6430 Transit Rd.
Suite 100, Depew, NY
(716) 206-0346

Attain Wealth Planning was founded on the belief that proper planning aligned with clear goals is the key to building financial security. Wealth is personal, and the plans and investments we make for clients are intended to cover all aspects of their wealth.

Check the background of your financial professional on FINRA’s Broker Check.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services references here are independent of Osaic Wealth. Attain Wealth Planning, LLC is not affiliated with the Osaic Wealth, Inc. Branch Address: 6430 Transit Rd. Suite 100 Depew, NY 14043

This communication is strictly intended for individuals residing in the states of FL, ID, NV, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

(716) 727-5949