Clark & Company is a boutique wealth management firm specializing in serving the needs of a select group of high net-worth individuals, corporate executives, businesses and endowments. Located in the greater-Buffalo area, Clark & Company offers comprehensive financial planning through our broker/dealer and registered investment advisor, Commonwealth Financial Network.
Clark & Company offers the freedom to do what’s appropriate for each client. Our business-mix is a combination of commission and fee-based accounts, with no requirements as to product-mix or use of proprietary offerings.
We work in close consultation with clients’ attorneys, accountants and business managers to provide tailored advice and solutions based on their unique circumstances.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network . The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.
Clark & Company Wealth Management is located at 5533 Broadway Lancaster, NY 14086 (716) 206-2540
Company Details
- Employees
- 5
- Address
- Buffalo, Ny, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://clarkwm.com/
- Keywords
- Buffalo.
- HQ
- Buffalo, NY
Clark & Company Wealth Management Questions
Clark & Company Wealth Management's website is https://clarkwm.com/
Clark & Company Wealth Management's LinkedIn profile is https://www.linkedin.com/company/clarkwm
Clark & Company Wealth Management has
5 employees.
View email and phone details for 5
employees at Clark & Company Wealth Management.
Clark & Company Wealth Management's industry is
Financial Services
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Clark & Company Wealth Management's categories are Financial Services
