Mark Procknal, CFS
19 S. Long Street
Williamsville, NY 14221
Securities offered through LPL Financial, Member FINRA/SIPC
With over 30 years of experience as an independent Wealth Advisor and a Certified Fund Specialist, Mark works with a select group of professionals and business owners who, among other things, aspire to a work optional lifestyle.
"I respect my clients for their hard work. And I am thankful for the opportunity to earn their trust, which includes returning every phone call, text and email you send me!"
His practice is designed to work with you- to manage your investments to prepare for, and then enjoy a work-optional retirement with Commission-Free Tax Managed Accounts.
Mark, his wife Heather, and his family are proudly Buffalo born and bred.
Specialties: Retirement Income Distribution Management. Tax-Efficient Portfolio Solutions. Family Legacy Planning.
Contact Mark at: 716-633-4035 or firstname.lastname@example.org