Our team is here to help.
When you are looking for a financial planner, you want someone who can understand what you want to accomplish and how you can get there. You also want to know that your planner has the experience and resources to deliver the best possible strategy for your needs. For over 30 years, our team has passionately served the Buffalo community through financial planning — and now it's time to provide you with the financial support you need to confidently approach your goals.
HOW WE SERVE YOU
Our team has helped serve a wide range of clients: business owners looking for growth, investors looking for portfolio management, retirees planning their legacy and many more. No matter who we work with, we strive to take complex financial planning concepts and make them simple and understandable for you. As an independent firm, Rabenold Advisors has the freedom to explore a wide variety of opportunities and options for your plan. We are not bound by “in-house” resources, meaning that we can create a plan that is customized for you.
First, we take the time to understand you as an individual by discovering your unique goals, concerns and circumstances. We gather all of the information we need on you and your portfolio in order to offer the most customized advice possible.
Next, we take all of the information we have gathered and we create a unique financial plan that comprehensively approaches the specific needs of your portfolio. Throughout this step, we communicate with you to ensure our plan is aligned with your desires.
Once we have created your custom financial plan, our team will execute all of its actionable steps. During the implementation stage, our team works tirelessly to guarantee every aspect of your plan is handled with care and precision.
Following the execution stage of your plan, our team is always prepared to make adjustments in your plan to reflect any life changes that you experience.
Meet Our Team
Our team was assembled with one goal in mind: to create a community of specialists who are passionate about using their skills and experience to help fellow western New Yorkers. Below, you can learn more about our team and the experiences we’ve had, and we hope to spend some time getting you know you soon as well.
No matter where you are in your career or what plans you have for the future, our team can utilize our experience and resources to create a financial plan that is aligned with your needs and goals.
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Our team has decades of experience in helping individuals through every stage of retirement — no matter their lifestyles and portfolios. You may be seeking to save the necessary funds to sustain your desired lifestyle in retirement. If so, our team can create an income generating strategy that will strengthen your portfolio today, while preparing you for tomorrow.
However, you may already be in the midst of retirement and want to ensure that your portfolio remains healthy and protected. Our team can help you leverage unique insurance protection strategies that can bring balance to your portfolio and prepare it for any unexpected expenses.
Have you begun to consider the legacy that you will leave behind? Many individuals have dreams and desires when it comes to their legacy, but they are unsure of the first step to take. Whether you want to leave a gift to your heirs or a certain charitable organization, our team can create a legacy plan that maximizes your impact.
As a business owner, you are faced with critical decisions every day. When it comes to the financial planning of your business, however, it can be hard to execute the complex planning that often arises. Through the expertise of our team, we can create a business plan that addresses the needs and concerns you have.
• We can develop key person strategies to help you retain your most valued employees
• We can create custom retirement plans for your employees
• We can create a succession plan that is in line with your personal and business goals
Our team has managed the portfolios of investors from various backgrounds and risk preferences. We have utilized time-tested strategies to help them weather both up markets and down. By learning about your goals and risk tolerance, we can create a custom investment strategy that offers your portfolio the growth and protection you want. If you are already experienced in portfolio management but are looking for additional support, our team welcomes you to be as involved in the planning process as you would like to be.
Have you considered when and how you will file for Social Security? For better or worse, the decision you make could have a significant impact on your retirement plan. But with such a complex filing process, how can you ensure that you are making the right choice?
Our team has partnered with Nationwide to provide you with a complimentary analysis to help you through the complexity of Social Security when you retire.
News and Updates
In this week’s recap: Markets down ahead of Thanksgiving holiday. Weekly Economic Update Presented by Rabenold Advisors, November 21, 2022 THE WEEK ON WALL STREET The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The Dow Jones Industrial Average was flat (-0.01%), … Read MoreRead More
In this week’s recap: Cooling inflation brings market gains. Weekly Economic Update Presented by Rabenold Advisors, Inc., November 14, 2022 THE WEEK ON WALL STREET A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s … Read MoreRead More
In this week’s recap: Stocks slip after Powell comments. Weekly Economic Update Presented by Rabenold Advisors, November 7, 2022 THE WEEK ON WALL STREET Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks … Read MoreRead More
Check the background of your financial professional on FINRA’s BrokerCheck.
Investment advisory services also offered through Rabenold Advisors, Inc. an Investment Advisor registered in the state of New York.
Registration with the SEC or any state securities authority does not imply a certain level of skill or training.
Rabenold Advisors, Inc. is not an affiliate of NEXT Financial Group, Inc.
We are licensed to sell insurance products in the following states: CT, FL, NJ, NY, MI,MN, and PA.