Wilcox Financial Group, LLC

About

Wilcox Financial Group is an independent financial planning firm in Buffalo, NY, specializing in helping women, business owners, executives, families, and retirees build wealth with purpose. We offer personalized financial planning, investment management, retirement planning, insurance strategies, and legacy planning through a collaborative, education-first approach. Our mission is to help clients feel confident making financial decisions and create strategies that support the life they want to live.