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Independent Planner LLC.

19 Limestone Drive Suite 5
Williamsville, New York 14221

Phone: 716.634.8705

Toll Free: 800.279.0298

Fax: 716.634.1636
Patrick A. McMahon CFP™
Financial Consultant
pmcmahon@1stallied.com

Douglas M. Washburn
Financial Consultant
dwashburn@1stallied.com

Michael A. Kranitz
Financial Consultant
mkranitz@1stallied.com
Home > About Us
About Us
INDEPENDENT PLANNER LLC., is an independent, comprehensive financial planning and asset management firm serving individuals, business, school systems, trusts, estates, and pension funds. From first time investors to large portfolio investors, from sole proprietors to corporations, we are committed to helping our clients achieve their goals as well as attain the maximum possible return combined with safety in all of their financial transactions and decisions.

At INDEPENDENT PLANNER LLC., the client's personal philosophy is paramount to your investment strategy. We strive to develop a rapport with each client that allows us to determine his or her aims and objectives, short and long term goals, and investment expectations. Recommendations are made only after we have defined the client's objectives and individual risk tolerance.

As an independent firm, INDEPENDENT PLANNER LLC., and its consultants have the ability to choose the investments suitable for your situation from the wide variety of products available in the investment marketplace. It is our goal to create a solid, long-term relationship with our clients and to help them develop a sound financial plan to meet their individual long term needs.
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Copyright 2003 Independent Planner LLC.
Contact Independent Planner LLC. today at (716).634.8705 - (800).279.0298 - (716).634.1636 (fax)
E-mail:info@independentplanner.com
Securities offered through First Allied Securities, Inc. Member FINRA/SiPC