Ted

Borowiak

CFP®

picture of a planner

Here to act in your best interests

About me

I feel fortunate to work with my clients, and I am dedicated to providing education and information to encourage confidence and clarity when it comes to their financial decisions. In my free time, I help my wife raise our son and twin daughters. I give back to my community through my work with the East Aurora Rotary Club, The 21st Century Fund and the Financial Planning Association of Western New York .

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Finance - Canisius College

Visit one of our Locations

Rochester

350 Linden Oaks

1st Floor

Rochester, NY 14625

Buffalo

6500 Sheridan Drive

Suite 110

Amherst, NY 14221

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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