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Clark & Company Wealth Management

Clark & Company Wealth Management

Financial Services, Buffalo, New York, 14075, United States, 1-10 Employees

clarkwm.com

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phone no Phone Number: 71********

Who is CLARK & COMPANY WEALTH MANAGEMENT

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. Lo...

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  • Buffalo, New York, 14075, United States Headquarters: Buffalo, New York, 14075, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million

industries-icon Industry: Financial Services

SIC SIC Code: 8741

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Clark & Company Wealth Management Org Chart and Mapping

Employees
Mike Muffoletto

Mike Muffoletto

Vice President

Cfp® Craig Clark

Cfp® Craig Clark

President

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Frequently Asked Questions Regarding Clark & Company Wealth Management

Answer: Clark & Company Wealth Management's headquarters are located at Buffalo, New York, 14075, United States

Answer: Clark & Company Wealth Management's phone number is 71********

Answer: Clark & Company Wealth Management's official website is https://clarkwm.com

Answer: Clark & Company Wealth Management's revenue is Under $1 Million

Answer: Clark & Company Wealth Management's SIC: 8741

Answer: Clark & Company Wealth Management has 1-10 employees

Answer: Clark & Company Wealth Management is in Financial Services

Answer: Clark & Company Wealth Management contact info: Phone number: 71******** Website: https://clarkwm.com

Answer: 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 whats 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. 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. Clark & Co. Wealth Management is not an affiliate of Lincoln Financial Securities.

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