Loch Lea Estates
SC Parker and Co., Inc.
Richard Hilliker, President
For nearly 90 years, S.C. Parker & Co., Inc. has provided investment and planning services to individuals, trusts, estates, corporations, and foundations throughout the country. At S.C. Parker & Co., Inc., we are proud of our heritage and the excellent investment service values that we have provided since our inception in 1925.
In 1997, after being the oldest tenant in the Ellicott Square building, we moved to our Williamsville location, where we are currently located. Along with his two other sister companies, Selby’s goal was to provide high-quality services to his customers that went above and beyond larger corporation. Our smaller size allows us to provide a stronger and more personal relationship with our clients, which we feel is essential in order to meet individual needs. Since our establishment in 1925 until today, we have continued to build solid and long term customer relationships with our advice and portfolio management services
Financial Services
ROI Financial Group
Marc Rosenthal, Financial Advisor
Founded in 2001, ROI Financial Group has consistently followed our mission to enrich and enhance our client’s financial future and peace of mind.
Through our vast knowledge, experience, & insight we have helped hundreds of business owners, individuals, and families address their concerns & reach their goals. Utilizing a blend of specific insurance and financial strategies we educate and work with our clients so they become more aware of where they are today and where they want to be tomorrow.
Michael J Lucey is a registered representative who offers securities through AXA Advisors, LLC ( NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in Puerto Rico as AXA Network of Puerto Rico, Inc. Investment advisory products and services offered through AXA Advisors, LLC an investment advisor registered with the SEC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business which includes offering products and services and/or responding to inquiries only in state(s) in which they are properly registered and /or licensed. Your receipt of this email does not necessarily indicate that the sender is able to transact business in your state.
Daniel L. Klun, Advisor
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.