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Daniel M. Abelson, CFP®

Abelson & Company, LLC

6636 Main St
Ste 4
Williamsville, NY 14221-5967
Phone: (716) 634-3692
Fax: (716) 634-3694

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Household Income Minimum: $25,000
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.