Nicholas S. Ludwa CFP®, CLU

Managing Partner

Hamburg, NY

(716) 356-3300
(716) 631-4764
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Nicholas Ludwa is a CERTIFIED FINANCIAL PLANNER™ professional and CLU. Nicholas has been a Financial Advisor since 2004 and has office locations in Williamsville, Lakewood, and Hamburg. Nick takes pride in assisting all clients by helping them secure their financial future. Having extensive experience in the financial planning process, Nick follows the six steps per the Financial Planning Practice Standards and has helped many people with this process over the years. This knowledge spans from retirement planning to investment and insurance planning for both individuals and businesses. Nicholas holds the Retirement Benefits Specialist - Tax Sheltered Plans, supplemental title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment which enhances his capabilities for 403(b) and 457 plans. He currently holds FINRA Series 7 and 66 Registrations, as well as Accident, Life, and Health Insurance Licenses. As a graduate of Buffalo State College, Nick holds a B.A. in Economics and Finance. He resides in Hamburg, NY with his wife Elise, and his son's Colten and Graysen.

CFP® and CERTIFIED FINANCIAL PLANNER ™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.