About
Fee-only investment management and personal financial planning for those dealing with a life transition such as retirement, divorce, and more.
Willink Asset Management LLC serves middle income to affluent investors, Trusts, and smaller employer retirement plans. Its Principal holds the Certified Financial Planner designation. The firm adheres to a fiduciary standard of care. It does not accept sales commissions or referral fees. Compensation is designed to be transparent and competitive. Prospective clients can expect a no- obligation discussion of their goals and priorities, the strategies the firm may use,and likely costs. Willink...
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Services
financial planning services
investment management
retirement planning services
elder care financial issues
retirement income funds
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat 9:00 AM - 12:00 PM
-
Thu 9:00 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location TypeNA
- Opening Date1998
- Annual Revenue Estimate$100,001 to $500,000
- SIC Code show
- Employees5 to 9
- Contactsshow
- Owner Fred Fadel CFP - Willink Asset Mgmt
- Phone (716) 687-0648
- Email [email protected]
- Fax (716) 714-5212