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5892 Main Street, Williamsville, NY 14221, US

Estate

August 3, 2021

Considerations When Making Gifts to Children

Estate, Financial Planning

If you make significant gifts to children there are a number of things to consider.

February 23, 2021

When You Can’t Speak for Yourself

Estate, Financial Planning, Retirement

Taking the time to express your wishes in advance could help ensure that your health-care and financial affairs are handled as you wish.

October 14, 2020

What Key Estate Planning Tools Should I Know About?

Estate

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond […]

Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states.

Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA / SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.

Currently, we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.

Check the background of this financial professional on: FINRA’s Broker Check.

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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states.

Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.

Currently we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.

Check the background of this financial professional on: FINRA’s Broker Check.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.

Currently we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.

Check the background of this financial professional on: FINRA’s Broker Check.

Currently, we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.

Check the background of this financial professional on: FINRA’s Broker Check.