Craig Clark, Cfp®

Craig Clark, Cfp® Email and Phone Number

President - Clark & Company Wealth Management, LLC @ Clark & Company Wealth Management, LLC
Craig Clark, Cfp®'s Location
Buffalo-Niagara Falls Area, United States
Craig Clark, Cfp®'s Contact Details

Craig Clark, Cfp® work email

Craig Clark, Cfp® personal email

n/a
About Craig Clark, Cfp®

Craig S. Clark is President of Clark & Company Wealth Management, LLC and a Financial Advisor with Commonwealth Financial Network. His diverse but select client base includes affluent investors, corporations and small business owners.Clark & Company prides itself on the recognition that no two clients are alike. Craig’s business model is predicated on strong client relationships. That personal knowledge allows Clark & Company to construct tailored solutions unique to each of its clients. Clark & Company works to understand its clients’ visions and works with them to develop a plan to help make those dreams come to fruition. Clark & Company offers a wide range of financial products, specializing in retirement and tax-managed strategies while leveraging commission and fee-based accounts, annuities and insurance to help clients reach their financial goals.Craig holds a Bachelor’s degree in Finance from Canisius College and a Masters degree in Economics from the State University of New York at Buffalo. Additionally, he holds FINRA Series 7, 24 and 63 securities licenses and a NY Life, Accident and Health license. He is a member of several organizations, including the Financial Planning Association of WNY (Past President) and the Financial Counselors of WNY (past board member). He currently serves on the board of Fox Run – Orchard Park as well as the Editorial Review Board of the Journal of Financial Planning. He has also served on the Practice Management and Risk Management Advisory Committees of Lincoln Financial Securities. He has been quoted in Buffalo Business First and has written commentaries for The Buffalo News and WNY Physician magazine.Craig lives in Elma, NY with his wife, Laurie and their three children.

Craig Clark, Cfp®'s Current Company Details
Clark & Company Wealth Management, LLC

Clark & Company Wealth Management, Llc

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President - Clark & Company Wealth Management, LLC
Craig Clark, Cfp® Work Experience Details
  • Clark & Company Wealth Management, Llc
    President
    Clark & Company Wealth Management, Llc Nov 2010 - Present
    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, Lincoln Financial Securities Corporation*. 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 is located at 5533 Broadway Lancaster, NY 14086 716-312-7918
  • Lincoln Financial Securities
    Registered Principal
    Lincoln Financial Securities Apr 2005 - Mar 2024
    Buffalo, New York, United States

Craig Clark, Cfp® Skills

Commission Tax

Craig Clark, Cfp® Education Details

Frequently Asked Questions about Craig Clark, Cfp®

What company does Craig Clark, Cfp® work for?

Craig Clark, Cfp® works for Clark & Company Wealth Management, Llc

What is Craig Clark, Cfp®'s role at the current company?

Craig Clark, Cfp®'s current role is President - Clark & Company Wealth Management, LLC.

What is Craig Clark, Cfp®'s email address?

Craig Clark, Cfp®'s email address is cs****@****kwm.com

What schools did Craig Clark, Cfp® attend?

Craig Clark, Cfp® attended University At Buffalo, Canisius University.

What skills is Craig Clark, Cfp® known for?

Craig Clark, Cfp® has skills like Commission, Tax.

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