Paul T. D'Ostroph III

Founding Partner

Orchard Park, NY

Phone:
(716) 508-2662
Fax:
(716) 631-4764

Paul T. D’Ostroph III has been a Financial Advisor since 2004, when he joined the Buffalo office family. He started in the Financial Industry in 1995, and graduated from the University of New York at Buffalo. He holds a Bachelor’s degree in Business Administration and his minor concentration was in Financial Analysis. Paul is currently studying for the CERTIFIED FINANCIAL PLANNER™ professional designation with the American College.

Paul has been helping clients with Financial Strategies, Wealth Management, Life Insurance, Long Term Care, and Estate Planning Strategies. He enjoys meeting with prospects and clients in addressing their financial needs, building customized retirement plans, and developing wealth transfer strategies. Paul is licensed in many states across the country to better serve his clients.

Paul is a member of the Elite Advisors Group (EAG) which is an internal recognition program of Equitable Advisors, LLC, and he qualifies at the Paramount Planning Group level. In 2016, Paul was inducted into the Equitable Advisors HALL OF FAME, which is awarded to financial professionals who have attained National Leader Corps production levels for 10 years or more. Paul has been a member of the Million Dollar Round Table, The National Association of Insurance and Financial Advisors, and has made numerous appearances in the Buffalo News as one of the top Financial Consultants in Western New York.

Paul is an avid outdoorsman. He enjoys fishing, hunting, hiking, archery, and outdoor sports. He has been a member of the Evans Rod and Gun Club, Buffalo Revolver and Rifle Club, Southtowns Walleye Association, Rocky Mountain Elk Foundation, and a Lifetime NRA member. He also enjoys playing racquetball, basketball, baseball, and swimming.

Paul believes in giving back to his community and paying it forward. He is a corporate sponsor for Kingdom Bound Ministries, U.N.I.T.E. Ministries, Unlimbited Organization, and the Amherst Chamber of Commerce. He has fundraised and worked with The ALS Association, the Muscular Dystrophy Association; Make a Wish Foundation, Heritage Centers, Ride for Roswell, and the JP Morgan Corp Challenge. Paul has also sponsored the Antique Automobile Club of America.

Paul and his wife Kathy have grown up in the West Seneca area, and currently reside in Orchard Park, NY. They have two children, and have been happily married since 2008.

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.