Home
About Us
My Mission
Our Mission
Our Professionals
Paul D'Ostroph III
Kevin Caffery
Patrick DeNisco
Adam Glaser
Mike Knavel
Nicholas S. Ludwa CFP®, CLU
John MacDonald
Alicia Pytlik
Chris Romesser
Jodi Ruda
Melissa Senyk
Jack Waggoner CFP®
Equitable Advisors
Equitable Advisors and You
Photo Gallery
Learning Center
Retirement
Annuity
Life Insurance
Investing
Tax Library
Federal Tax Forms
Federal Tax Rates
Federal Tax Publications
Federal Tax Calendar
TaxWise Strategies
Federal Income Tax Calculator
Other Financial Topics
Working With Us
Strategies for Individuals
Strategies for Businesses
Extensive Provider Choices
Family Love Letter
Equitable Discovery Process
Discovery Survey Form
Risk Tolerance Questionnaire
Helpful Resources
Periodic Review Survey
Client Profile
Individual Client Profile
Entity Client Profile
Education Funding Profile
Market Watch
Detailed Quote
Symbol Lookup
Multi-Quote
Markets at a Glance
Charting
Portfolio
LPL Commentaries
Client Resources
Account Resources
Beneficiary Resources
Contact Us
Appointment Sign-up
Customer Service Contacts
Careers
Login / Register
CONNECT
Address:
350 Essjay Rd, Suite 300
Williamsville
,
NY
14221
Phone:
1 (844) 434-7526
E-mail address:
Paul@harbortownfinancial.com
E-mail address:
Kevin@harbortownfinancial.com
E-mail address:
Melissasenyk@harbortownfinancial.com
E-mail address:
Mike@harbortownfinancial.com
E-mail address:
John@harbortownfinancial.com
E-mail address:
Patrick@harbortownfinancial.com
E-mail address:
Nick@harbortownfinancial.com
E-mail address:
Jack@harbortownfinancial.com
E-mail address:
Alicia@harbortownfinancial.com
E-mail address:
Jodi@harbortownfinancial.com
E-mail address:
Chris@harbortownfinancial.com
E-mail address:
Adam@harbortownfinancial.com
Click here to print a blank Client Profile
share
|