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The Financial Planning Association connects those who need, those who support and those who deliver financial planning.

The mission of the Financial Planning Association of Western New York is to provide the membership with opportunities for networking, continuing education and media exposure; to promote the highest standards of ethics, knowledge and skills in the financial planning profession; and to communicate to the public the value of the financial planning process conducted in accordance with the Financial Planning Association Code of Ethics.
| Gold: | ||
![]() M&T Bank This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Phone:716.629.8920 |
| Silver: | ||
![]() Realty Capital Securities This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Phone:585.230.7492 |
| Bronze: | ||
![]() Beechwood Continuing Care This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Phone:716.810.7370 |
![]() Fox Run at Orchard Park This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Phone:716.662.5001 |
![]() American Funds This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Phone:585.975.9087 800.421.0874 |
![]() Geneva Advisors Chicago, IL 60602 This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Phone:917.865.0365 |
![]() Transamerica Capital, Inc. This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Regional Vice President Phone:585.755.5361 |
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To begin enjoying all the benefits of FPA, simply complete the online application at the National FPA website.








