Local Team We are composed of experienced, local financial professionals specializing in retirement plans and investment options; the perfect combination when choosing a partner to help you develop a financial plan.It is our advisors' goal to help you develop an investment strategy to meet your goals and to help you select the best products available to you. Decades of experience helping hundreds of clients in Western New York have positioned our advisors as a valued resource to those looking to work with a local, experienced partner. Louis Deppas, CRC® Certified Retirement Counselor® (716) 763-9380 Ryan Deppas Financial Advisor (716) 763-9380 Thomas Pope Financial Advisor (716) 763-9380 Nathan Slate Financial Advisor (716) 763-9380 Chrissy Servis Administrative Assistant 716-763-9380 716-763-9383 Christine Thorton Data Coordinator (716) 763-9380 Devin Cruea Financial Advisor (716) 763-9380 Jill Blake Office Manager 716-763-9380 716-763-9383 Set up a consultation! Let us know the best way to reach you. Name Email Address Question Thank you! Oops!