Jacob Buehler

Financial Advisor

Email:

jbuehler@summitwmi.com

Phone:

(716) 679-7770

Office(s):

35 East Main St Fredonia, NY 14063

Specialities:

401(k) & Workplace Plans

College Planning

Investment Management

New Investors

Pre-Retirees & Retirees

Retirement Planning

Small Business Owners

Tax Strategy

ARTISANCAP

About

Jacob (Jake) is a dedicated financial advisor specializing in financial planning, retirement planning and portfolio management; helping individuals and small businesses with all aspects of their financial needs.

Jake holds his Series 7 and 66 securities registrations, NY State insurance license, and is currently working toward his Certified Financial Planner (CFP®) designation.

Prior to joining the Summit Wealth Management team, Jake spent many years delivering digital marketing solutions to small and mid-sized businesses across the US, Europe and Australia. Jake is a graduate of St. Bonaventure University, and currently lives in South Buffalo with his wife and growing family. In his free time, he enjoys home brewing, volunteering, and hiking the beautiful parks and trails of Western New York.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.