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Our Approach

At M&T Financial Partners, we offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Advisors, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. We can assist with the following financial needs:

Wealth Management

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you generate wealth now, while we build the perfect tomorrow.

Retirement Planning

Are you saving enough for retirement? We'll help create a financial plan as you approach this important chapter in life

Estate Planning

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate plan perfect for your family's situation.

Business & Exit Planning

You're growing a successful business; now let's protect that investment. We help business owners with benefits plans to attract and retain top talent, exit/succession planning. 

Income Distribution

Will you have a reliable income stream throughout retirement to maintain your desired lifestyle? Let's talk. We can help.

Tax Strategies

Are you doing everything possible to mitigate taxes? If you are unsure, our advisors can help.