Ted
Borowiak
CFP®
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.
