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.

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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