James Rehak
Partner at Lawley | Helping Business Owners and Employees Find the Right Retirement Plan for Their Organization | Retirement Plan Education | LawleyRetirement.com
- Role
- Registered Representative at Lawley
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About James Rehak
When it comes to retirement planning, do your employees know how much money they’ll need…
Experience
Registered Representative
Aug 2025 — Present · Buffalo/Niagara, NY, US
Many of clients trust us to provide investment alternatives as they approach retirement. Based on our clients investment experience, risk tolerance and over all financial plan, we taylor a program to meet our clients goals and investment objectives.Securities and advisory services through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Retirement Planning Services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.
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