Leading and collaborating with an amazing team of financial professionals, and actively supporting them in their mission to provide everyday families and individuals the solutions, guidance and tools, to find financial success. Wilczak, Cetera Investors
300 Airborne Parkway, Suite #216
Cheektowaga, NY, 14225
(716) 636-9535 - Branch Office
(716) 486-3471 - Direct Line
[email protected]
My name is Bob Wilczak, and I'm a Vice President with Cetera Investment Services, and the Branch Manager of our Buffalo and Rochester Cetera Investors teams. There, I lead a team of amazing financial advisors and professionals who put their clients and their client's families first, where we use award-winning tools and top of class support and collaboration to help them to reach their financial goals together. The original plan was to become a teacher, but I quickly pivoted and changed direction. For me, I personally felt that I could make a larger impact in many more lives by working closely with both clients and advisors, to help them to fulfill the goals that they've set for themselves. With over 25 years now in the Financial Industry, I know first-hand that this has been true and that I made the right call. The most rewarding aspect of my career is being a part of so many lives, and having real conversations with people about what matters most to them. Whether advising a client through uncertainty or helping coach and strategize with an advisor on my team, my approach is always the same: provide the necessary knowledge, tools, and guidance to help them to reach their financial goals. When seeking candidates to join our team, I look for personable, driven, and coachable individuals. Those not only wanting to make a difference in their lives of their clients, but also be a pillar in their communities while giving back to them. With my wife Stacy and our two very active children Abby and Matt, my family has been able to give back many times to our community. Those moments have helped to teach my children some of the life lessons that they will one day pass down to their families, which could not make us prouder. I can safely say that all of the advisors on our team will tell a similar version of the same story, and tell it proudly. If you’re interested in reviewing your financial goals with me, or working with our team, please contact me at 716-486-3471. or [email protected]. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
