Buffalo-Niagara Falls Area
I am a financial advisor providing my clients with action plans for their financial goals as well as providing investment advice. I specialize in Retirement and Estate Planning. I have my Series 7 & 63, and am Life and Health Licensed in New York State. I am licensed to sell securities and insurance in NY. I am a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc. Member SIPC. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200.
Nolan and Maloney is a team of experienced professionals in investments and insurance who bring different points of view to your financial plan. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions. You will receive advice and guidance tailored to meet the needs of you, your family and your small business. Our firm has been serving the financial needs of over 175,000 clients throughout Upstate New York, including Buffalo, Rochester, Syracuse as well as in other states across the United States for over 75 years. Our experienced team of professionals serve as advocates for our clients, as well as those depending on them.
Constant Communication with Patients, Doctors, and Nurses Understanding of operating room instruments and procedures Working in a team structure to complete short term and long term goals
Awarded Super Starter award for top sales for first quarter of business Awarded Rising Star award for top sales in first 2 years of business Provided clients with action plans for their financial goals through fact finding Maintained all client communications in an organized manner for NASD reviews Earned my Series 7, 63, and Life and Health Licenses