Gary Witten is dedicated to using his knowledge and over 30 years of experience to help his clients in developing and implementing holistic financial solutions. Gary is passionate about striving to educate and help ensure financial wellness for all his clients. By choosing to focus on more than just his clients’ investment portfolio, he is able to explore their complete financial landscape and work with them to create a balanced financial plan. He focuses on wealth preservation and accumulation strategies offering advanced retirement planning, complete cash flow analysis, and addresses protection needs where appropriate.
Gary has been in the Financial Services industry since 1980. He is a Certified Financial PlannerTM practitioner and also holds a Chartered Financial Consultant designation from the American College of Financial Services. He has been featured in Money Magazine in May 2004 and 2008 and has made numerous local TV appearances on A.M. Buffalo. Gary is also sought after to conduct educational workshops for the State University of New York.
Gary is a graduate of Wesleyan University with a MA from Stanford. He currently holds FINRA Series 7 and 66 Registrations and the Life, Health and Variable Annuity licenses for multiple states. Gary is also a member of the Kinder Institute of Life Planning.
Investment advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
6225 SHERIDAN DRIVE SUITE 212
WILLIAMSVILLE, NY 14221