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Welcome to Optimum Financial Group

We are a team of financial planners that utilize a process driven, holistic approach to provide custom tailored financial plans for our clients. Our goal is to help you achieve financial freedom and security. Contact us today to schedule a consultation.

Buffalo

Our Knowledge and Experience

Our team has extensive experience and knowledge in the financial planning industry. We hold various certifications and specialize in retirement planning, investment management, and tax strategies. We are committed to providing high-quality services and building long-term relationships with our clients and their families.

Who We Serve

We work with individuals, families, and small business owners who are seeking professional guidance and support in managing their finances. We believe that everyone deserves access to personalized financial planning services.

How We Work

Our process begins with an initial consultation to assess your current financial situation. We then develop a comprehensive financial plan tailored to your unique goals and objectives. We provide ongoing support and advice to help ensure that your plan stays on track and evolves as your circumstances change.

Why Choose Us

At Optimum Financial Group, we are dedicated to providing our clients with exceptional service and customized solutions. Our team has the knowledge, experience, and resources to help you pursue your financial goals. We are committed to transparency, integrity, and putting your interests first. Contact us today to learn more about how we can help you achieve financial success.

Greg Croll, Alex Dorofy, Dylan Haak and Ralph Primerano are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial

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Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPLE and LPL Financial are not affiliated with Optimum Financial Group or Prudential.

 

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