Retirement Planning
Offering a retirement plan is a significant undertaking for any employer, large or small. It demonstrates your sincere regard for your employees, your concern about their future.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
There’s no better time than now to talk to Courier.
Since 1967, Courier Capital has been a Western New York provider of choice for customized investment management, retirement planning, and consulting services. Our clients include individuals, businesses, institutions, and foundations. We are dedicated to providing a broad independent and objective investment solution. Our clients’ interests will always come first. These values align very well with our new partner, Financial Institutions, Inc. and will enhance our service to both respective client groups. Through the relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon, we are positioned to meet every need of every client.
Products & Services
Custom Investment Management
Generally speaking, the only good portfolio is one that fits the needs of the investor. We believe any good result will directly manifest from a solid understanding of goals, objectives & risk tolerances.
Investment Consulting
The investment challenge for charitable endowments and foundations has become very complex. Faced with mounting choice and swifter, more volatile markets, the need to define and implement a suitable, customized investment strategy has become a necessity.
Blog
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.
But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.
If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.