Valuable Services from Experienced Financial Planners at M&T Securities
Life is full of uncertainties. You might be wondering how you can protect your wealth or what would happen to your family if you were not here. Or you could be asking yourself what you will do if you outlive your money or when you will be able to afford to retire.
No matter what the goal, you need a plan to help you get there. At M&T Securities, our experienced Financial Planners can help you answer these questions and more.
- Investment planning
- Estate planning
- Risk and insurance analysis
- Income and estate tax planning
- Education planning
- Charitable giving and philanthropic planning
- Business succession planning
Why choose M&T Securities for financial planning?
Strategic, Step-By-Step Planning
M&T Securities is committed to providing the quality resources you need to plan for your financial future. Our Financial Planners will work with you to develop a comprehensive, custom financial plan.
Independent & Impartial Professionals
The M&T Securities Personal Financial Planning Department takes an objective approach to creating a strategy tailored just for you. Our Financial Planners are not commission-based, allowing them to give you independent and impartial recommendations that are not tied to any agenda but your own.
A Thorough Understanding of What's Important
Years of experience and ongoing educational development allow our planners to provide you with specialized expertise in all areas of financial planning.
Our financial professionals hold designations which may include the CFP® certification through the Certified Financial Planners Board of Standards, Certified Public Accountant (CPA), Chartered Advisor in Philanthropy (CAP) and Juris Doctorate (JD) in law.
By applying our skills and knowledge with an understanding of what's important to you, M&T Securities remains responsive to your needs in an ever-changing and complex financial world.