CALIFORNIA CONSUMER

Whether it be through our low account minimums, community involvement, or financial literacy training, we aim to make financial planning accessible to all by empowering people to take control of their finances... We are not just an LGBTQ+ friendly firm, we're also part of the community. We have a zero tolerance policy for discrimination against sexual orientation, gender expression, or lifestyle preference, and have years of experience assisting LGBTQ+ individuals achieve their financial goals... Running a business is hard enough. We are your ad hoc / on call / on tap CFO, helping with succession planning, retirement planning, and employee education programs.

Primary location: Buffalo United States