You are viewing this design in preview mode. The design MUST be published to be live on your website.
  • Home Page
  • Member Area
  • Contact Us
  • Home
  • Our Mission
  • Making a Planned Gift
  • Not For Profit Professionals
  • Professional Advisors
  • Meetings
  • Contact Us

Professional Advisors

  • Why Become a Member of WNYPGC?
  • Partnership Inquiry
  • List of Professional Advisor Partners
  • Model Standards of Practice for the Charitable Gift Giver

Quick Links

  • About Us
  • Not For Profit Professionals
  • Calendar of Events
  • Professional Advisors
  • Classifieds
  • Making a Planned Gift
  • Accounting/CPA's
  • Law
  • Brokerage
  • Financial Planning
  • Insurance
  • Professional Associations
  • Other

Accounting/CPA's



Top

Law

  Victoria L. D'Angelo, Esq.
  Gross Shuman, P.C.
  Hodgson Russ LLP

Top

Brokerage

  Sebastian Fasanello and Timothy Kane, Merrill Lynch

Top

Financial Planning

  Peter A. Biltekoff, CRPC®
  David H. Desmon, CFP®
  Donald M. Kohnstamm, CLU, ChFC, CASL, CLTC, AIP
  Peter D. Spira, CFP®
  James J. Tyrpak, MSFS, CLU, ChFC, AEP

Top

Professional Associations

  Association for Fundraising Professionals, WNY Chapter
  Western New York Planned Giving Consortium, Inc.


Top

 

Wealth Management

  Therese M. Vita, JD, CFP®, CRPC®

Top

Consultants



  Robert W. Constantine, JD, MBA
  Anthony N. Diina, Metro-Insight, Inc.

 

Top

List of Professional Advisor Partners

 

 

 

WESTERN NEW YORK PLANNED GIVING CONSORTIUM
P.O. Box 1885    Buffalo, NY 14225   Phone: (716) 710-7110  [email protected]

© 2021 WESTERN NEW YORK PLANNED GIVING CONSORTIUM All rights reserved.

Press | Terms of Use | Privacy Policy | Member Area | Site Map | Admin
Online Meeting Registration - Membership Management - Event Management for Associations with local chapters.