Anthony J. Ogorek,  CFP<sup>&reg;</sup> - Financial Advisor

Anthony J. Ogorek, CFP®

Ogorek Wealth Management, LLC

6400 Sheridan Dr, Ste 224
Buffalo, NY 14221
FINANCIAL ADVISOR'S WEBSITE
(716) 626-5000

General

Anthony Ogorek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ogorek Wealth Management, LLC in Buffalo, NY and the surrounding communities.

Financial Advisor Overview

Ogorek Wealth Management LLC's vision is to empower our clients to achieve their goals through the prudent management of their assets. We sell no products and pay no fees for referrals; we work exclusively for the benefit of our clients. Anthony J. Ogorek is Operating Manager of Ogorek Wealth Management LLC. Over the past six years, Worth magazine has named him as one of the 250 Best Financial Advisors in the U. S.

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Financial Advisor Experience

Anthony Ogorek has been a Certified Financial Planner licensee and Registered Investment Advisor in western New York since 1983. Prior to his career in the financial services industry, he earned a Master of Arts and Doctor of Education degrees from the State Univ. of New York at Buffalo. Anthony Ogorek is one of 800 members of NAPFA, the National Association of Personal Financial Advisors. Mr. Ogorek is also a member of the Financial Planning Association.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Life Planning, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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