Custom Wealth Strategies Email Formats
Financial Services • 
Cheektowaga, New York, United States • 1-10 Employees
Custom Wealth Strategies Email Formats
Custom Wealth Strategies uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@customwealthstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@customwealthstrategies.com | 100% |
Key Contact at Custom Wealth Strategies
David Burgio
President/Comprehensive Wealth Planner
Company overview
| Headquarters | 4990 Transit Rd, Depew, New York 14043, US |
| Phone number | +17169367297 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Insurance Planning, Estate Planning, Investment Management, Financial Independence Planning |
| Founded | 1994 |
| Employees | 1-10 |
| Socials |
About Custom Wealth Strategies
Welcome to Custom Wealth Strategies, where we bring comprehensive wealth management to the forefront for busy professionals like you. With a focus on smart retirement planning, our services are designed to align with your unique financial goals. Operating in 24 states, we've earned an admirable reputation for our personalized approach in estate planning, financial independence planning, investment management, and tax optimization. Our dedicated team, with years of experience as CPAs and CFPs, specializes in coordinating all aspects of your financial life. Whether you're a physician, executive, business owner, or approaching retirement, we understand the complexities of your financial needs. Our philosophy centers on cutting through the complexity to focus on what's essential – strategic, informed financial decisions that support your long-term objectives. At Custom Wealth Strategies, we don't just manage your wealth; we believe in empowering you to make informed financial decisions. Our approach integrates your personal and professional aspirations, ensuring every financial strategy is tailored to your lifestyle. Let's elevate your financial planning to a higher level and secure the future you've worked hard for. Discover the difference at Custom Wealth Strategies – where your success is our mission. Required Disclosure: Securities and advisory services are offered through Commonwealth Financial Network®, https://www.finra.org/#/ / https://www.sipc.org/, a Registered Investment Adviser. Custom Wealth Strategies 4990 Transit Road Depew, NY 14043 716-771-1888. The Financial Advisor associated with this website may discuss and/or transact business only with residents in states which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/terms-of-use
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Custom Wealth Strategies has never raised funding before.
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