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Apropos Financial Planning LLC

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Apropos Financial Planning LLC

Overview:

Apropos Financial Planning was founded to make the incredible benefits of expert, objective financial planning services readily available to hardworking individuals and families in western NY State. As our name suggests, we seek to appropriately tailor the fundamental principles of personal finance to each client’s unique circumstances turning opportunities into dreams come true.

We offer a comprehensive array of financial planning services – the services you need . Review the Our Services drop down menu (upper left) to see a complete list. Click any specific service to read a detailed description of that service (benefits, deliverables, etc.) .

Or, if you prefer reality to descriptions, read our mini-case studies to discover the various types of services we offer and the concrete benefits real clients have received from working with us!

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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