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  • (716) 276-8480
  • 1967 Wehrle Drive, Suite 7, Williamsville, NY 14221
  • Advisor Text – (716) 272-1129
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Check the background of this financial professional on FINRA’s BrokerCheck.
  • (716) 276 - 8480
  • 1967 Wehrle Drive, Suite 7, Williamsville, NY 14221
  • Advisor Text – (716) 272 - 1129
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    • Process
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Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Financial Planning Documents

  • Financial Planning Flow Chart
  • Documents Needed
  • Financial Objectives Form
  • Expense Worksheet
  • Essential Family Preparedness Workbook

Contact

  • 1967 Wehrle Drive, Suite 7, Williamsville, NY 14221
  • Phone : (716) 276-8480
  • Advisor Text – (716) 272-1129
  • Fax: (716) 276-8481
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Daniel Kautz and D. Jeffrey Buckley are Registered Representatives offering securities through American Portfolios Financial Services, Inc (APFS). Member FINRA/SIPC Investment advisory services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. Kautz/Buckley Independent Wealth Management is not affiliated with APFS and APA.

This communication is strictly intended for individuals residing in the state(s) of FL, MI and NY. No offers may be made or accepted from any resident outside the specific states referenced.

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