Clark & Company Wealth Management, LLC
Investment Bank/Securities Brokerage - Buffalo, NY, US
Clark & Company Wealth Management, LLC Employees
Clark & Company Wealth Management, LLC Details
Clark & Company is a boutique wealth management firm specializing in serving the needs of a select group of high net-worth individuals, corporate executives, businesses and endowments. Located in the greater-Buffalo area, Clark & Company offers comprehensive financial planning through our broker/dealer and registered investment advisor, Lincoln Financial Securities Corporation*.Clark & Company offers the freedom to do what's appropriate for each client. Our business-mix is a combination of commission and fee-based accounts, with no requirements as to product-mix or use of proprietary offerings.We work in close consultation with clients' attorneys, accountants and business managers to provide tailored advice and solutions based on their unique circumstances.Please add the following disclosure to this profile: Registered associates of Clark & Company Wealth management are registered representatives of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corp., Member SIPC. Branch Office: 5533 Broadway, Lancaster, NY 14086. Securities offered to residents of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MA, MD, MI, NV, NJ, NY, NC, ND, OH, OR, PA, SC, TN, TX, VA, WA & WV. Advisory services offered to residents of NY. Lincoln Financial Securities is not affiliated with Clark & Co. Wealth Management. LFS-3698354-080221
Clark & Company Wealth Management, LLC Technologies
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