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360 Delaware Avenue
Suite 230
Buffalo, NY 14202

T (716) 362-0170
1 (866) 552-4196
info@jmlvwealthplanning.com

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Our Services

We Provide The Following Products and Services:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Wealth Preservation
  • Estate Planning
  • Pension / 401(k) Plans
  • Executive Compensation
  • Education Planning
  • Tax Planning
  • Asset Protection
  • Business Succession Planning
  • Strategic Philanthropy
  • Long-Term Care Insurance
  • Life and Disability Insurance