Laura Cooley, Cpfa Email & Phone Number

Buffalo/Niagara, New York Area

As a Retirement Plan Advisor with Lawley Retirement Advisors, I help business owners and their employees develop plans that will help them retire.For more than two decades, Lawley Retirement Advisors has provided independent investment advice and financial counsel to a diverse client base of companies and organizations both large and small, in Western New York, across the country, and around the world.Whether it’s a start-up or an existing retirement plan, Lawley Retirement Advisors has the experience, resources, and technology to tailor a program to help meet your company's needs and objectives.🔶Experience MattersLawley Retirement Advisors has over 90 years of financial services experience. Our team has worked on both sides of the industry – as a provider and as an advisor.🔶160+ ClientsWith a 90% customer retention rate and over 160 clients, we serve as retirement plan advisors across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions and RFP services.🔶20+ ProvidersI enjoy helping employers and employee's sort through the complexity of retirement planning.Managing your retirement plan is a big responsibility. There are so many considerations to weigh – from plan design to employee education, and we can provide you with the insight and solutions for better plan outcomes.Ready to help your team retire successfully? Contact me today!☎️ (716) 849-4370✉️ lcooley@lawleyretirement.comSpecialties: Retirement Plan Education | Fiduciary Support | Investment Due Diligence Fee BenchmarkingSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Lawley Retirement Advisors. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc

Most of my clients are busy individuals and families balancing work, life and other personal interests. They are motivated and out there enjoying all that life has to offer. Despite the diversity among clients, almost all of them desire answers to the following concerns:• How can I reduce my everyday expenses and become more efficient with my spending?• Am I doing the right things to support my current and future goals?• How can I accomplish all the things I desire without making my life more difficult?If you have asked yourself these same questions, but weren’t sure where to start, seeking help from a financial professional may just be the key.As a financial professional I understand the importance of creating a trusting environment when discussing personal finance. I have built my practice on the foundations of education and communication. A principle part of my practice is providing clients with endless tools and resources to help them achieve success.

Registered In The Following States: Ny, Vt, Nh

Cooley Capital Management, LLC is an innovative financial advisory firm that is creating a new model in personal finance management and education. Since 2004, Laura Cooley has built a successful practice with clients in New York, Vermont, and New Hampshire. Believing that knowledge is power, Laura has set out to empower individuals to take control of their financial life through education and financial coaching. In 2013, she launched the seminar series 'Be Great in 8- Eight Financial Steps That Make Cents' and has been delivering it to receptive audiences across the North East. Understanding the importance of on-on-one coaching, Laura launched the Financially Fearless Program aimed at guiding women and families through various topics including budgeting, debt management and investments. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera Advisors is under separate ownership from any other named entity.

Bachelor Of Science (Bs), Business Administration

Associate'S Degree, Office Management