Answers to Frequently Asked Questions
Selecting the right financial professional to design your wealth management plan is one of the most important decisions you will make. Asking the appropriate questions in advance can be a valuable part of the decision making process.
Here are a few questions you may want answers to:
Q: What is the relationship between Jeffrey M. Goldfarb & Associates and Raymond James?
A: Jeffrey M. Goldfarb & Associates is an independent firm. Our professionals offer wealth management and financial planning services to Buffalo area individuals, businesses and not-for-profits, as well as in the states in which we are licensed, New York, Pennsylvania, Michigan, Massachusetts, Arizona, California, South Carolina, Florida, and Colorado. Through Raymond James, our advisors provide access to a variety of investment vehicles, financial and reporting resources, and research tools.
Q: What types of services do you offer?
A: Through Raymond James, our advisors offer a comprehensive line of products and services, including:
- 401(k)
- 403(b) Tax Sheltered Annuities
- Asset / Portfolio Management
- Charitable Trusts
- Defined Benefit Pension
- Disability Insurance
- Donor Matching Program
- Equities
- Estate Planning
- Funding for Education
- Gift Annuities
- Individual Retirement Accounts
- Life Insurance
- Living trusts
- Long Term Care Planning
- Mutual Funds
- Profit Sharing
- Retirement Planning
- SIMPLE IRA
- Simplified Employee Pension (SEP)
- Succession Planning
- Tax Favored Investments
As experienced and independent advisors, we can help you develop the right mix of investment vehicles and financial tools for your personal or business situation.
Q: How are you paid for you services?
A: At Jeffrey M. Goldfarb & Associates, we primarily offer fee-based financial planning and wealth management. This structure allows us to provide independent, objective advice.
Q: Can I have Internet access to my account?
A: Yes, we offer online investor access
Q: How can I make an appointment?
A: You can call us at (716) 842-0145 or you can complete our online contact form.
Q: What should I bring to my appointment?
A: To ensure we maximize your time during an appointment, please bring any existing brokerage, bank, and/or insurance statements, as well as your last three years' tax returns, to your consultation. This information will give us a more accurate picture of your current financial situation.
