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Let's Connect

If you're ready to take control of your finances, the next step is to book your first complimentary meet and greet with Jay. We know this can be a scary process, which is why this first appointment will feel more like meeting new friends, rather than an interview with a new financial advisor. This initial meeting is a chance for us to meet and get to know each other; we want to fully understand what is important to you, where you are today, and where you want to go.

Whatever your situation, we invite you to reach out. You have nothing to lose but your doubts.

We're located within The Financial Guys
305 Spindrift Dr.
Williamsville, NY 14201
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Thank you! We will be in touch very soon.

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