Miller Gesko Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

32 Years

in Business

(716) 852-7628Call Visit WebsiteVisit Website Map & DirectionsDirections237 Main StBuffalo, NY 14203 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm
Sat - Sun	Closed

Places Near Buffalo with Investment Advisory Service

Winchester (7 miles)
Tonawanda (11 miles)
Egbertville (11 miles)
Athol Springs (12 miles)

More Info

Email: Email Business
Extra Phones: TollFree: (866) 992-9747
Location: Main Seneca Bldg
Neighborhoods: Central Buffalo, Central Business District
Other Link: http://www.millergesko.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Retirement Planning Services

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Details

Phone: (716) 852-7628

Address: 237 Main St, Buffalo, NY 14203

Website: http://www.millergesko.com

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Miller Gesko Inc

Estate Taxes
Tax Services
My primary responsibility is the management of all aspects of Miller Gesko client relationships. I also oversee fiduciary matters, the income tax service, and regulatory compliance. I serve on the Miller Gesko Investment Advisory Committee.
Roth IRA
Before joining Miller Gesko in 1999, I was a retirement planning specialist. While working at a comprehensive provider of third party benefits and financial services, I specialized in the areas of group defined benefit plans, Traditional IRA’s, Roth IRA’s, and estate protection using investment and insurance vehicles, including long term care. Previously, I was Vice-President of Operations and Chief Financial Officer of an international specialty lighting company.
Income Tax
Cash out the IRA through either a lump sum distribution or allocated over five years, paying income taxes as distributions are made.

Investment Management
I work extensively with our clients, helping them manage all aspects of their financial legacies. I’m also responsible for Miller Gesko operations and management of the firm. I actively participate in portfolio management, serving as a member of the Miller Gesko Investment Advisory Committee.
Wealth Management
— then why should you settle for ordinary family wealth management with ordinary service? Miller Gesko provides wealth and personal business management services to individuals and families that have achieved financial prosperity. As a provider of private office services, we take pride in getting to know our clients on a personal level. We take the time to learn about your personal financial goals and your family’s goals, so we can help guide you in achieving them.

Accounting Services

Financial Planning
I earned a Bachelor’s degree in Business Administration from the University of Denver, and I’m a Certified Financial Planner™ practitioner. I‘m a member and past president of the Financial Planning Counselors of Western New York and a member of the Financial Planning Association of Western New York.
Retirement Planning
Long Term Care

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