Novity Wealth Solutions
Financial Services
Buffalo, New York 6 followers
We understand you and your goals are more than just a balance sheet and wealth is more than just money.
About us
Novity Wealth is a full-service financial planning firm that understands you and your goals are more than just a balance sheet and wealth is more than money. We believe in taking the complexities out of the financial planning process to help you achieve your goals as they relate to your Financial AND Emotional Balance sheet. Our team looks forward to making your goals our priority for generations to come.
- Website
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https://www.novitywealth.com
External link for Novity Wealth Solutions
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Buffalo, New York
- Type
- Public Company
- Founded
- 1986
- Specialties
- retirement, business transition, financial planning, wealth management , investments, risk mitigation, efficient estate transfer, family, disability protection, long term care, group benefits, key employees, future generation protection, preservation of wealth, tax, money, lifestyle, and custom
Locations
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Primary
Get directions
6500 Sheridan Dr
Suite 300
Buffalo, New York 14221, US
Employees at Novity Wealth Solutions
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Nathan Way, CLTC, ChFC, AIF
Financial Services Representative, Investment Advisor Representative and owner of Novity Wealth Solutions.
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Eric Kiel
Financial Advisor | Investment Advisor Representative at Novity Wealth Solutions
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Victoria Terrazzino
Financial Paraplanner at Novity Wealth Solutions
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Kelly Cavanaugh
Client Service Representative at Novity Wealth LLC