Kenneth M. Weinstien
cpa,cfp
1450 Niagara Falls Boulevard Tonawanda, NY 14150
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Kenneth M. Weinstien
Gain Clarity In Your Financial Future!
This EXAMPLE website could be yours in as little as 48 hours!
We’ve condensed common content useful for all financial advisor firms and practices, and created a template to make your next website fast and easy!
Coordinate your Financial Life
Our goal is landing your financial journey on a successful path. We take your goals and aspirations, with our proven methods, to make your dreams a reality.
Request a consultation to learn how we can help you. We’ll build a custom strategy to build within your capabilities, while diversifying to balance risk.
Getting the most for your money-buying smart, selling at the best price and keeping costs and taxes in line, is the proven way to success, regardless of what profession you are in. Most people who prepare their own tax returns do not get all the deductions they are entitled to receive.
Request Free Consultation
Our Services
Financial Planning
Reach your long and short term goals with a custom and comprehensive plan.
Retirement Planning
Balance risk in uncertain times, protect against inflation, and gain confidence in your financial future.
Investment Planning
Plan, implement, and watch over your investments with a team on the same page with your goals.
Insurance and Annuities
Maximize benefits during your lifetime, and protect your loved ones for when you are gone.
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Years in business
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Clients Helped
Financial Advisors helped us regain hope that our family would have financial security
Financial Advisors helped us regain hope that our family would have financial security
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