Poleon Comprehensive Wealth Management

6024 Main St, Williamsville, NY, USA

716-906-8687

http://www.gregpoleon.com

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Greg provides financial services to individuals and small business owners. Greg is a successful former small business owner and uses this business expertise to manage investments for a variety of individual needs.

Greg opened his own independent practice in April of 2002 after working at Salomon Smith Barney for four years.

Greg’s office is located in Williamsville NY next to Williamsville South High School.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Posted in All and Professionals Tagged In 401(k) Design, Business Planning, Estate Planning, Investments, Medical Health Insurance, Retirement planning, and Tax Preparation

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