Fred Fadel CFP - Willink Asset Management
25 Ernst Pl, East Aurora, NY 14052
Clients come first at Willink Asset Management LLC. Time tested financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our relationship with you. Sales commissions, referral fees or indirect compensation by others are not accepted. Compensation is by fee only. It is designed to be affordable and competitive.
Our Services
- Financial Planning for Pre-Retirees and Retirees
- Portfolio Management for Individuals and Private Trusts
- Consultation on Investment and Insurance matters
- Consultation on Employer Retirement Plans
Are you doing everything you can to achieve your family's financial goals? Is your portfolio efficiently managed to meet targets for growth or income--after accounting for taxes, inflation, and investment expenses? Will your assets last a lifetime or beyond?
More Business Info
Investing Time in Your Future
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
TollFree: 877-655-0097
- Services/Products
- Fee-only investment management and personal financial planning.
- Payment method
- check
- Location
- On the Circle in the historic Village of East Aurora, New York
- Associations
- Financial Planning Association (FPA)
- Other Link
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments