Allaire Financial Strategies

Financial ServicesNew York, United States2-10 Employees

Allaire Financial Strategies was founded in Buffalo, NY with our committed mission to assist clients with their financial and retirement planning needs. We plan today for your financial tomorrows by utilizing the three key tools:  

1.A clear understanding of your targeted financial outcomes
2.Designing a well-defined pathway to help you achieve your desired outcomes
3.Ongoing advice to help adjust your path when needs change

From our Buffalo, NY Financial and Retirement Planning office, we utilize the latest information and financial planning tools to help you understand how you can focus on your specific desired outcomes; these include targeted retirement planning, lifetime retirement distributions, wealth accumulation, wealth management, financial planning, college planning and business planning.  Please call us today at 716-862-0500 to schedule an appointment.

Licensed to offer Advisory Services, Securities and Insurance products in NY & PA.  

Licensed to offer Securities and Insurance products in   AZ, CT, FL, NY, and PA   

Licensed to offer Securities products in  AZ, CA, FL, MN, NJ, NY, OH, OK, TX and PA

Licensed to offer Life & Health Insurance products in  AZ, CT, FL, NY, and PA

Securities offered through Securities America, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org), Patrick E. Allaire, Registered Representative, Registered Representative, and Keith Schottman Registerd Representative. Advisory services offered through Securities America Advisors, Inc., Patrick E. Allaire, and Keith Schottman Investment Advisor Representatives. Allaire Financial Strategies and Securities America are unaffiliated.

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