Clark & Company Wealth Management
Financial Services
Buffalo, Ny, United States
5 employees
- Employees
- 5
- Contacts
- 1
- Emails
- 1
Clark & Company Wealth Management Overview
- Headquarters
- Buffalo, Ny, United States
- Website
- clarkwm.com
- Industry
- Financial Services
- Employees
- 5
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Clark & Company Wealth Management
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
Clark & Company Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Clark & Company Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kelly Harts |
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| Craig Clark, Cfp® | President - Clark & Company Wealth Management, Llc | Buffalo-niagara Falls Area, United States |
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| Mike Muffoletto, Cfp® | Vice President at Clark & Company Wealth Management, Llc |
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