Contact Us

Send Us a Message

Please complete the Contact Form and we'll be in touch.

The data on this form is submitted and transmitted via a secure connection

Now that you've learned more about us, we'd like to get to know you and learn more about your financial objectives. We'll provide you an honest opinion of your current situation and an objective plan for the future. Let's work together toward making your financial dreams a reality. Independent Planner LLC., 19 Limestone Drive Suite 5 Williamsville, New York 14221 

1500 characters remaining

  • Independent Planner, LLC

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

Affiliated Offices