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Independent Planner, LLC  

19 Limestone Drive Suite 5
Williamsville, NY 14221
Phone:
  • (800) 279-0298 or (716) 634-8705
Fax:
  • (716) 634-1636

Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Videos

We have interesting videos for you to watch on my site.

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Whether you're a first time-investor or a seasoned veteran, you can rely on INDEPENDENT PLANNER LLC., to help provide the guidance and support you need to translate investment dollars into the lifelong pursuit toward your goals and dreams. We listen to you and gain a thorough understanding of your financial objectives and concerns before making investment recommendations.  Your financial well-being is our priority.

As our company name states we are Independent Planners.  "Independence" means we are independently owned and operated by experienced professionals.  As independent representatives, of LPL Financial, our brokers have the freedom to choose from a wide variety of products and services - all of which can be tailored to suit your individual investment needs.

With INDEPENDENT PLANNER LLC., you won't have to worry about the imposition of biased advice, the pressure to invest in proprietary product or "in-house" recommendations.  We are guided by the highest standards of integrity, professionalism and personal service. It's all part of our corporate philosophy, and it's reflected in everything we do - from providing you with strategic one-on-one advice to managing your assets through various strategies.

In order to better serve your needs, we've compiled this site detailing the broad selection of products and services we offer.  If you have any questions, just contact us.  Our staff is here to help you with all your investment needs.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck