NetworkยทFamily Office

Florian Financial Group LLC

Unclaimed

๐Ÿ“ WILLIAMSVILLE, NY

Family Officehealthcare
www.florianfinancialgroup.com โ†—

SEC CRD #801-67944

About

Florian Financial Group | Fiduciary Financial Advisors & Wealth Management in Buffalo, NY The Rewards of Independence We serve as your fiduciary, committed entirely to your financial success. Our approach combines comprehensive financial planning, strategic investment management, and tax strategy to help you build and preserve lasting wealth. schedule a consultation Comprehensive Wealth Management Built Around Your Life Financial planning isn't one-dimensional. We address every aspect of your financial life with strategies designed to work together, not in isolation. Tax Strategy Minimizing your tax burden creates more wealth to keep and grow. We integrate tax planning into every financial decision you make. Retirement Planning Transitioning from earning to spending requires careful coordination. We build distribution strategies that sustain your lifestyle while preserving your assets. Estate Planning Your legacy deserves thoughtful structure. We help you transfer wealth efficiently while minimizing taxes and protecting what you've built for heirs. Roth Conversions Strategic conversions can save significant taxes over your lifetime. We analyze when and how much to convert based on your complete situation. Investment Strategy Portfolio management means more than picking securities. We design tax-efficient investment approaches aligned with your goals, timeline, and risk tolerance. Why us A Fiduciary Firm Built on Trust and Transparency Florian Financial Group has served Wester

Key Contact

SG

SARAH GRUSZKA

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (716) 810-9590

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Geographic Focus

nyunited statesnortheast
โ„น

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AUM

$215M

Location

WILLIAMSVILLE, NY

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