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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

Louis Deppas, CRC®

Certified Retirement Counselor®

(716) 763-9380

Chrissy Servis

Chrissy Servis

Administrative Assistant

716-763-9380

716-763-9383

Jill Blake

Jill Blake

Office Manager

716-763-9380

716-763-9383

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