Shawn C. Glogowski,  CFP<sup>&reg;</sup> - Financial Advisor

Shawn C. Glogowski, CFP®

EA

Principal

Note Advisors, LLC

50 Lakefront Boulevard, Suite 215
Buffalo, NY 14202
FINANCIAL ADVISOR'S WEBSITE
(716) 256-1682

General

Shawn Glogowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Note Advisors, LLC in Buffalo, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Enrolled Agent Chartered Special Needs Consultant (ChSNC)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Succession Planning, Special Needs

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