Ogorek Wealth Management Llc

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Description

  • Time and money are both finite. Most people fail to realize that they are equally important resources in pursuing a more fulfilling life. As financial advisors we understand that depleting one of these two resources in order to accumulate the other can be a fools errand.Many clients come to us for help in achieving and maintaining their financial independence. As we discuss the balance between time and money in their lives, clients begin to develop a better sense of their priorities.These conversations provide them with a roadmap for their future.Wealth Management ServicesOgorek Wealth Management LLC provides coordinated wealth management services to consumers who have at least $500,000 of investable assets. Our service offering includes consultation on specific areas of interest, modeling multiple retirement scenarios, the creation of your individualized financial plan as well as a full range of portfolio management services. Planning for Today and Your Future Personal advocate, as re
  • location

    Headquarters:6400 Sheridan Drive Suite 224, Williamsville, New York, United States

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  • Ogorek Wealth Management Llc phone

    Phone Number: +1 716-626-5000

  • Ogorek Wealth Management Llc website

    Website: https://www.ogorek.com

  • Ogorek Wealth Management Llc employees

    Employees:8

  • Ogorek Wealth Management Llc revenue

    Revenue:$1 - 10M

  • Ogorek Wealth Management Llc legal name

    Legal Name:Ogorek Wealth Management Llc

  • Ogorek Wealth Management Llc's Social Media

    Ogorek Wealth Management Llc linkedin Ogorek Wealth Management Llc facebook Ogorek Wealth Management Llc twitter
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  • |  NAICS Code: 523110  |

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Person level website identification

Partner, Director Of Operations for Ogorek Wealth Management Llc

Alicia Cheney

Partner, Director Of Operations

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View Employees

Alicia Cheney

Partner, Director Of Operations

Jeffrey Viksjo

Partner, Portfolio Manager

Frequently Asked Questions regarding Ogorek Wealth Management Llc

  • Where are Ogorek Wealth Management Llc's Headquarters?

    Ogorek Wealth Management Llc's Headquarters are in 6400 Sheridan Drive Suite 224,Williamsville,New York,United States

  • What is Ogorek Wealth Management Llc's phone number?

    Ogorek Wealth Management Llc's phone number is +1 716-626-5000

  • What is Ogorek Wealth Management Llc's official website?

    Ogorek Wealth Management Llc's official website is https://www.ogorek.com

  • What is Ogorek Wealth Management Llc's Revenue?

    Ogorek Wealth Management Llc's revenue is $1 - 10M

  • What is Ogorek Wealth Management Llc's NAICS code?

    Ogorek Wealth Management Llc's NAICS code is 523110

  • How many employees are working in Ogorek Wealth Management Llc

    Ogorek Wealth Management Llc has 8 employees

  • What is Ogorek Wealth Management Llc's Industry?

    Ogorek Wealth Management Llc is in the industry of Financial Services

  • Who is Ogorek Wealth Management Llc's Partner, Director Of Operations?

    Ogorek Wealth Management Llc's Partner, Director Of Operations is Alicia Cheney

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