Our wealth manager can provide the following services:
- Stocks
- Bonds
- Mutual Funds
- Fixed and Variable Annuities
- Retirement Planning
- Fee-Based Accounts
- Life Insurance
- Long Term Care Insurance
- Estate Planning
- Educational Planning
James Primiano is not an employee of Niagara’s Choice FCU. Securities and investment advisory services are offered through NEXT Financial Group Inc. Member FINRA/SIPC. Primiano Financial is not an affiliate of NEXT Financial Group Inc.
If you have questions about your investments, reach out to wealth manager Jim Primiano.
Jim will meet with you for a complimentary financial review at one of our credit union branches.
Call Jim if you are near retirement and want to gauge your readiness or if you are retired and looking for a detailed review.
716.646.1515
4211 North Buffalo Road, Suite 17A – Orchard Park, NY 14127
Offering certain brokerage products and investment advisory services through NEXT Financial Group, Inc. Member FINRA/SIPC. Investment advisory services offered through Clear View Wealth Advisors, LLC, and Investment Advisor, registered in the state of NY. Clear View Wealth Advisors LLC, Primiano Financial, and Niagara’s Choice FCU is not an affiliate of NEXT Financial Group, Inc. Not NCUA insured, not credit union guaranteed, may lose value. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.
