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Products and solutions

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a financial planner can help. Financial advice should help you choose only those products that address your current and future goals.

Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.

A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or helping to ensure a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.

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  •   19 Limestone Drive, Suite 5, Williamsville, NY 14221
  •   716-587-8498
  •   bill.welsh@lpl.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NY

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