Amherst Financial Services, Inc. | Financial Advisor in Williamsville ,NY

531 Farber Lakes Dr.
Williamsville, NY 14221

Retirement Income Specialists


About

Amherst Financial Services is a registered investment advisory firm establised in 1990. The firm addresses the needs and objectives of each individual client through personalized data gathering and discovery sessions. We then customize our service package to meet those needs. We also coordinate implementation of any planning recommendations in accordance with the client`s needs, both personal and business. The end result is a client driven, needs oriented action plan which guides the client through his or her personal lifestyle transitions.

38 Years of Experience



General Information
Firm Start Year:   1990
No.of Employees:   2-4
Insurance License#:   LA624080
Name of Broker/Dealer:   FSC Securities Corporation
Name of Custodial Firm:   Pershing
States Licensed in:   NY, AZ, FL, PA, OH,CT, MA, NJ, NC, SC, TX, VA
Number of Years with Current Firm:   30
Work Experience:   Over thirty years servicing the financial and investment needs of individuals, professionals and small business owners.
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Health , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Society of Financial Services Professionals


Firm Information
Firm's Number of Clients:   80
Firm's Number of Planning Clients:   50
Firm's Number of Managed Clients:   30
Assets Managed by Firm:   $25,000,000
Advisor's Number of Clients:   100
Advisor's Number of Managed Clients:   40
Advisor's Number of Planning Clients:   20
Assets Managed by Advisor:   $25,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly , Commissions , Based on Assets , Flat Fee
Fee % Based on Assets:   0.5 - 1.25
Hourly Rate:   $250
Flat Fee Rate:   negotiable
Additional Details on Charges:   Flat fee is determined by formula which accounts
for incme and net worth of investable assets.
Initial planning fee is set by this formula.
Annual fee begins at 30% of initial plan fee.
Minimum Fee Charged for Managed Accounts:   $1000
Minimum Fee Charged for Hourly Planning Accounts:   $600
Minimum Fee Charged for Flat Fee Accounts:   $600



FAQs

  • Do you have a customer satisfaction or refund policy? Yes.
  • What are your qualifications? What is your education background? See biography.
  • What is your approach to financial planning? Holistic. consider all aspects of financial situation, make appropriate recommendations and facilitate implementation of plan.
  • What services do you offer? Refer to web site: www.amfinserv.com
  • How many clients do you currently manage? Approximately 80
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DISCLOSURE

www.amfinserv.com


DISCLAIMER

Securities and investment advisory services offered through FSC Securities Corporation a Registered Broker/Dealer, Member FINRA / SIPC and a Registered Investment Advisor. Additional advisory and financial planning services offered through Amherst Financial Services, Inc. a Registered Investment Advisor not affiliated with FSC Securities Corporation.

Robert C. Monin, CFP

Robert C. Monin, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


ROBERT C. MONIN, CFP (10/22/48)
- Practicing financial planner since 1979.
- Founder and owner of Amherst Financial Services, Inc.
- Graduate of the SUNY at Buffalo, School of Management (BS/1971).
- Received the Certified Financial Planner designation in 1987
- Member Society of Financial Service Professionals (2005-Present)
- Member Financial Services Institute (2006 ? Present)
- Member of the FPA (2000 - 2015) and it's predecessor the IAFP (1985-2000).
- Member of the Institute of Certified Financial Planners (1985-present)
- President (1998-1999) and Director (1995-2000) of Western/Central New York Society of Institute of Certified Financial Planners.
- President of the WNY Chapter of the International Association for Financial Planning (1992-93)and board member
(1988-94).
- Included as honored member in the Strathmore`s Who`s Who Directory of Business Leaders since 1996.
- Registered principal of securities firm - FSC Securities Corporation.
- Has New York State licenses in life and health insurance.
-Married to Sandi since 1973. Two adult children and three grandchildren.

Communities Served

same as above

Office Hours

Mon. 9:30 AM - 5:00 PM
Tue. 9:30 AM - 5:00 PM
Wed. 9:30 AM - 5:00 PM
Thu. 9:30 AM - 5:00 PM
Fri. 9:30 AM - 3:30 PM

Compensation Arrangements

Check Money Order
Bank Transfer