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Raymond A. Carter, ChFC, CFP®

Carter Financial Management LLC.

6470 New Taylor Rd
Orchard Park, NY 14127-2358
Phone: (716) 662-2110
Fax: (716) 662-1326

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

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