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Estate Planning

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Estate Planning Strategies

Estate Planning comes in many different forms:

  • Will, POA, Health Care Proxy
  • Minimizing Probate
  • Protecting Assets from a Nursing Home
  • Legacy / Trust Planning for Family
  • Transitioning Assets in a Tax Efficient Manner

At Harbortown Financial Group, we do not provide legal advice, but can work with your with Local Estate Attorneys and CPAs to help ensure we build the proper Estate Planning Strategy based on your current and future goals. By taking a team approach, we help ensure your goals align with the laws of your State of Residence. You have worked hard to build your wealth and it is our goal to help you protect and preserve it, from a life altering event.

Let’s discuss your financial goals. Contact us today to learn more, or click here to request an appointment.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Harbortown Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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Harbortown Financial Group, LLC

Proudly serving Buffalo and Western New York. Hours by appointment only.

Williamsville Office

350 Essjay Rd.
Suite #300
Williamsville, NY 14221

Hamburg Office

190 Sunset Dr.
Suite #3 & #5
Hamburg, NY 14075

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240 Redtail Drive
Suite #3
Orchard Park, NY 14127
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