Educational resources for investors in Buffalo, NY
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Capital Formation Institute, Inc.
● OpenCapital Formation Institute, Inc. is a leading educational institution located at 1576 Sweet Home Road in Buffalo, New York. Our institute is dedicated to providing high-quality training and resources for individuals and businesses looking to enhance their understanding of capital formation and investment strategies. With a team of experienced professionals and a comprehensive curriculum, we offer a range of courses and workshops to help our students succeed in the world of finance. Whether you are a beginner looking to learn the basics or a seasoned investor seeking advanced knowledge, Capital Formation Institute, Inc. is here to support your educational journey.
1576 Sweet Home Rd, Buffalo, NY 14228, United States -
Merrill Lynch Financial Advisor Sally D Abell
● ClosedMerrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States
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