Privacy and Confidentiality

To provide customized solutions for each client, we often need detailed disclosure of personal and financial information. This data is held in the strictest confidence per our confidentiality policies.

Ask Why Wealth Management for Not-For-Profits Speak to an Advisor

 
5895 Goodrich Road
Clarence Center, NY 14032 
Telephone 716-406-2250
Fax 716-406-2447


Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

http://www.geneoswealth.com/assets/privacy_policy.pdf