Full-Service Financial Planning & Wealth Management Solutions

Our Approach is Simple, People First.

Our highest priority is making sure you and your family are protected and prepared.

Wealth Management

Our focus is to show you where you are now, and how to get where you need to be.

Insurance Products

Your financial plan can be shattered unexpectedly. We’ll make sure you are protected.

Retirement Plans

We’ll help you understand and navigate the complexities of the retirement plan world.

Working With Us

First Aurora Financial Group is a full-service financial firm with a broad range of specialties including wealth management, personal financial planning, 401(k) & employer sponsored retirement plans, estate planning and insurance products.

Believe it or not, it doesn’t matter if you have $1,000 to your name, or $5 million—everyone could use a financial advisor to either assist getting you on the right track, or protecting your current assets. Our job is to help educate you on the options available.

We are Independent Financial Advisors—meaning we are not tied to any particular company or product. We work to find the best product that suits your financial needs. We aren’t driven by sales goals or contests. Our broker/dealer is LaSalle St. Securities, based out of Chicago, IL.

 

Depending on the platform that best fits your needs and the funds or product you decide is best for you, the minimum could range from $250 – $50k. There is no cost for a consultation with one of our licensed financial advisors to review your current plan or educate you on our process.

Transparency is so important to us. We offer two main ways to pay for the services we offer:

  • Managed or “Fee Based” account:  percentage of assets in the account comes out quarterly and shows on your statements.
  • Commission Based: A or C Shares. These fees seem like “hidden fees”- but we aren’t hiding anything.  The fees come out of the return from the funds you are invested in. We will discuss in full detail on how this works when we sit down.

This is completely up to you as the investor. Some clients like to meet on a quarterly basis, while others only like to meet once a year. Depending on your situation, we can meet as frequently as you’d like.

Over 250 Combined Years of Experience Serving Western New York