Fred Fadel CFP - Willink Asset Management - Financial Advisor in East Aurora, New York

Willink Asset Managment LLC is a fee only registered investment advisor. Financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our relationship with you. Sales commissions, referral fees or indirect compensation by others are not accepted. Investment expenses are designed to be affordable and competitive.

Our Services are:

Financial Planning for Pre-Retirees and Retirees
Portfolio Management for Individuals and Private Trusts
Consultation on Investment and Insurance matters
Consultation on Employer Retirement Plans

Website

(716) 687-0648

Specialties

401K Consulting 403B Plans Certified Financial Planner CFP Â® Comprehensive Financial Planning ETFs Fee Only Fiduciary Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services Mutual Funds Passive Investment Strategies Retirement Planning Socially Responsible Investments Stocks Sustainability Wealth Management

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Fred Fadel CFP - Willink Asset Management / Financial Advisor in East Aurora, New York

Specialties