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Home > Financial Planner Directory > New York > Williamsville > Robert M. Florian, CFP®, CLU®, CPA
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Robert M. Florian, CFP®, CLU®, CPA

Florian Financial Group

1825 Maple Road
Suite 240
Williamsville, NY 14221
Phone: (716) 810-9590
Fax: (716) 810-9592

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

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: NY, Health/disability insurance: NY
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - CLU
Broker-Dealer Affiliation
None/NA

 

How Planner Charges
N/A

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