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Foresight Financial Planning

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Financial Planning Consultants, Investment Advisory Service

3221 Southwestern Blvd, Orchard Park, NY 14127

716-677-2950

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DETAILS
General Info
Foresight Financial Planners, Inc was established in 2000 with the mission of providing excellent products that are custom fit to every individual's needs. Today, our product list and providers continue to grow, but our focus remains the same. One client has different needs than another. As our company grows, its mission is instilled upon each of the professionals that represents it. Only securities and advisory services offered through Wall Street Financial Group, Inc ( WSFG ). Registered Investment Advisor Member FINRA/SIPC. WSFG may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in international jurisdictions where WSFG and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements Securities services from David Nagy may not be provided to individuals residing in any states other than CO, FL, MA, NC, NY, OH, PA, SC, and TN Advisory services from David Nagy may not be provided to individuals residing in any states other than CA, CO, NY, PA and TN. Insurance services from David Nagy may not be provided to individuals residing in any states other than FL, NY, OH, and PA Health and other non-variable insurance products are not offered through WSFG Information provided should not be construed as legal or tax advice you should speak with an attorney or tax advisor. WSFG did not assist in the preparation of this material and while it is believed to be from a reliable source its accuracy and completeness are not guaranteed. Opinions expressed are those of the author and are not necessarily those of WSFG. The material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. WSFG is not responsible for information contained in websites or literature referenced herein. WSFG, Foresight Financial Planners, and companies with websites listed herein are separate entities individually owned and operated. This is not a solicitation of any product or product company. Not all products available in all areas.
Hours
Regular Hours
Mon - Fri:
Categories
Financial Planning Consultants, Investment Advisory Service
Location
Crossroads Centre
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