Lifetime Wealth Management Group is a financial services firm based in Buffalo, New York, dedicated to helping individuals and families achieve long-term financial security. Specializing in wealth management and financial planning, the firm offers tailored strategies designed to align with clients’ life goals, whether planning for retirement, managing investments, or creating an estate plan. Their team emphasizes personalized service, blending deep technical expertise with an understanding of each client’s unique situation.

The group prides itself on a holistic, client-first approach, ensuring each plan accounts for both current needs and future aspirations. Lifetime Wealth Management Group is affiliated with Ameritas Investment Company and Ameritas Advisory Services, offering clients the strength and backing of a broad national network. They also provide educational resources and regular seminars to promote financial literacy within the community. With a reputation for integrity and long-term client relationships, Lifetime Wealth Management Group positions itself as a trusted financial partner throughout life’s many stages.

Website: http://lifetimebuffalo.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment management and portfolio design
– Insurance and risk management solutions
– Estate and legacy planning
– College funding strategies
– Business succession planning
– Social Security and tax-efficient withdrawal strategies