Nicholas J Efthemis- Financial Advisor Williamsville, NY

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About Nicholas J Efthemis

Over the years we have found that when people come to us they are looking for far more than financial planning and investment management.

People call on us when they have questions and are looking for answers. They seek us out when they have complexity yet yearn for simplicity. And, perhaps most of all, people come to us to turn their uncertainty into the clarity they need to manage their financial life with confidence.

Upon working with us, our clients feel informed and empowered, they have transformed their reluctance into results and they experience service that exceeds their expectations.

We have three core beliefs that serve as the bedrock of our work:

Lead with advice

One size does not fit all

Expertise matters

Our client-focused, time-tested approach delivers customized and comprehensive wealth planning seamlessly integrated with expert investment management and a boutique style that harkens to the days when everything was hand-crafted.

If you are looking for a more modern approach to wealth management, we invite you to learn more. If you are ready to tart a conversation, let's talk.

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General Information

Firm Start Year

1997

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1872318/paladinregistry-Emergent-Wealth-Advisors,-LLC-detailed-disclosure.html

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC