• Working with a Financial Advisor

    Discover a trusted guide

  • If you’ve never worked with a financial advisor, the process of opening up your life to someone can seem pretty intimidating. Our team is here to listen and help, not judge. So here’s what to expect when you work with one of our LPL financial advisors.

    First, one of our LPL financial advisors will conduct a thorough analysis of your current situation and discuss your objectives. But that’s just the beginning. 

    LPL financial advisors can help you: 

    • Project your future needs and set goals 
    • Personalize an action plan and strategy 
    • Implement your plan by investing in products that address your needs and goals 

    By working with one of our LPL financial advisors you’ll have access to a range of carefully selected products and services. 

    Your needs and goals will change over time, and we’ll be right there with you. We’ll help you make adjustments to your plan as needed and help you and your family live the way you want to live. 

    Work with one of our LPL financial advisors today who will help you prepare a retirement plan and discuss your particular risk tolerance level. 

    Contact us to begin working with one of our LPL financial advisors.

INVESTMENTS AND INSURANCE: Are not deposits • Are not FDIC insured • Are not guaranteed by the Bank • May go down in value • Are not insured by any Federal Government Agency  

Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products are offered through LPL Financial or its licensed affiliates.  

First Niagara Bank, N.A. and First Niagara Investment Services are not registered broker/dealers nor are they affiliated with LPL Financial.  


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