side-image.jpg  
You are here: Home → Services → Wealth Management

BS&P Wealth Management, LLC

Clients often ask for advice on financial matters such as investments, income and retirement planning, education funding and benefits management.

To better serve your needs, we provide our clients access to BS&P Wealth Management, LLC. BS&P Wealth Management, LLC was designed to specialize in all areas of financial planning and wealth management and is dedicated to providing you with the information, products and guidance that so many clients have requested.

In order to help meet your needs along with your goals, Jeff Budzinski, CFS a financial professional leads BS&P Wealth Management, LLC. Under his leadership, BS&P Wealth Management operates with parallel principles and has grown to be a popular value added service of BS&P.

BS&P Wealth Management, LLC is committed to helping clients achieve their financial goals for themselves, their families and their businesses by providing them with the following financial services:

  • Annuities

  • Business succession

  • Life insurance

  • Education planning

  • Investments

  • Long term care insurance

  • Disability income insurance

  • Retirement planning

  • Estate planning

Please contact us by phone at (716) 854-5034 or through email to discuss the financial services listed.

Jeff Budzinski is licensed to sell insurance in the following jurisdictions: FL, NC, NY.  Jeff Budzinski is licensed to sell securities is the following jurisdictions: AZ, CO, FL, GA, IL, MD, NC, NJ, NY, TX, VA.  Jeff Budzinski cannot communicate with, nor respond to requests from residents of jurisdictions where he is not licensed to conduct insurance and/or securities business.  Neither Jeff Budzinski nor any other registered representatives with our firm is licensed to offer securities, insurance, or advisory services in Canada.

Jeff Budzinski is a registered representative of and offers securities through 1st Global Capital Corp., Member FINRA http://www.finra.org /SIPC.  He offers investment advisory services through 1st Global Advisors, Inc.  Insurance is offered through 1st Global Insurance Services, inc. 
Personal tools