Heritage Lake Advisors &Partners

Bohemia, New York

Personalized Wealth Management, LLC. is an investment advisory firm in Bohemia, New York. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

New York, New York

Insurance-Based

Inez Justine Aznar, Financial Advisor - Eagle Strategies is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Buffalo, New York

Buffalo First Wealth Management is a fee-only registered investment advisor in Buffalo, New York, offering estate planning, financial planning, insurance analysis, investment management, and tax planning services. The firm operates as an independent, privately held practice with no commissions, product sales, or third-party revenue arrangements, and charges asset-based fees aligned with client interests. The firm serves clients nationwide and maintains a high client retention rate, with team members including specialists in retirement planning, Medicare strategy, and tax planning.

Huntington, New York

Steven Silber is a CFP and CLTC credential holder based in Huntington, New York, offering financial planning, investment management, and insurance analysis with a focus on insurance planning. The firm operates on a fiduciary basis and has been in practice for over 26 years, working with clients to develop customized financial plans that address retirement, investments, and broader life goals through an initial needs assessment followed by ongoing monitoring and periodic reviews.