David L. Fadel,  CFP<sup>&reg;</sup> - Financial Advisor

David L. Fadel, CFP®

West Branch Capital, LLC

300 International Drive, Ste 135
Williamsville, NY 14221
(716) 636-0169

General

David Fadel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at West Branch Capital, LLC in Williamsville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources