Lawrence M. Kavanaugh Jr., AIF, CPFA, CLU, ChFC 

CONNECT

Address:

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone:

716.674.6200 x237

Fax/Other:

716.674.7000

James R. Glose CPFA, CLU, ChFC

James R. Glose CPFA, CLU, ChFC

Jim has worked in the financial services industry since 1983. He holds the Chartered Life Underwriter (CLU) and Certified Plan Financial Advisor (CPFA) designations, and is part of the LPL Financial Retirement Plan Consulting Program (RPCP). Jim’s areas of focus are Retirement Plan Design and Service features as well as Design, and Individual Client Investment Advisory Service.

Phone 716.674.6200 x237
Fax 716.674.7000