Jeffrey Bowen

M & T Investment Group in Buffalo, NY offers a wide range of personal, business, and commercial banking services to meet the diverse needs of their clients. With a focus on community involvement and multicultural banking, M & T Investment Group is committed to supporting local businesses and fostering growth in the communities they serve. From checking accounts to mortgages, credit cards, and investments, M & T Investment Group provides comprehensive financial solutions designed to help individuals and businesses achieve their financial goals. With a strong emphasis on customer service and community engagement, M & T Investment Group is dedicated to building lasting relationships with their clients and making a positive impact in the areas they operate. Generated from the website

Citizens Securities Inc., based in Buffalo, NY, is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory and securities insurance products. As a member of FINRA and SIPC, the firm provides clients with personalized financial strategies while emphasizing that investment decisions should align with individual goals, time horizons, and risk tolerances. In addition to its financial services, Citizens Securities Inc. is affiliated with Clarfeld Financial Advisors LLC and Estate Preservation Services LLC, ensuring a comprehensive suite of offerings including managed account programs and digital advisory services. Clients are advised that investment products carry risks, including potential loss of principal, and are not insured by the FDIC or any federal government agency. Generated from the website

Your goals and circumstances are unique, which is why Dan will work with you to build a personalized plan that puts your most important goals front and center. Together, you’ll gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to you. Using customized tools, he can help analyze your investments and prioritize your needs, wants, and desires.