Nicholas S. Ludwa CFP®, CLU

Nicholas S. Ludwa CFP®, CLU

Senior Partner

Nicholas Ludwa is CERTIFIED FINANCIAL PLANNER™ professional and CLU.  Nicholas has been with Equitable Advisors since 2004 and has office locations in Williamsville, Lakewood, and Hamburg.  Nick takes pride in assisting all clients by helping them secure their financial future.  Having extensive experience in the financial planning process, Nick follows the six steps per the Financial Planning Practice Standards and has helped many people with this process over the years.  This knowledge spans from retirement planning to investment and insurance planning for both individuals and businesses.  Nicholas is also a certified Retirement Benefits Specialist through Equitable Advisors, specializing in 403b and 457 plans. He currently holds FINRA Series 7 and 66 Licenses, as well as Accident, Life, and Health Insurance Licenses. As a graduate of Buffalo State College, Nick holds a B.A. in Economics and Finance. He resides in Hamburg, NY with his wife Elise, and his son's Colten and Graysen.      

CFP® and CERTIFIED FINANCIAL PLANNER ™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These
marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

To schedule an appointment with Nick please click below.

https://app.zynbit.com/zyncal/schedule/nickludwa


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Harbortown Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (716) 356-3300
Fax (716) 631-4764
Mobile Phone (716) 864-6667