Achieving your goals It starts with insightful advice

Jonathan J. "Jay" Berube

Executive Director
Branch Manager
Certified Investment Management Analyst (CIMA®)






250 Delaware Avenue
Buffalo, NY 14202

Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.


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