Our Services

About Abelson & Company, LLC 

Daniel M. Abelson, CFP®, the founder of Abelson & Company, believes in "putting the client first". He takes pride in his ability to deliver quality customized financial services, including:

♦ Risk Management

 Investment Selection

 Retirement Planning

 Estate Planning

 Tax Planning

 Asset Supervision*

 "Hi, my name is Dan Abelson. My company offers financial products and services tailored to your individual needs. As an independent financial adviser, my loyalty belongs to you - not to a parent company. My aim is to help you reach your financial goals whether they involve building wealth through investing, funding a child's education or planning for a comfortable retirement. I can help you develop strategies to reach your goals and make wise decisions.The financial planning process I follow is ongoing and consists of: (1) gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance; (2) making suggestions that take into account the full range of needs you have now, and those needs that you may have in the future; and (3) periodically reviewing your situation with you to make appropriate adjustments in order to assist you in an effort to continually improve your financial position."

What about you?

Take advantage of a free initial consultation. You may discover how to improve your financial future. There’s no obligation, call 716-634-3692 or click above on "Contact Us" today!

*Asset supervision is a strategy that utilizes fee-based managed accounts where clients assets are automatically rebalanced and are monitored on an ongoing basis. These products are offered through Cetera Advisor Networks LLC, a registered investment advisor.