Joseph Gunning

Joseph Gunning

Registered Representative

“I want to turn your ambitions into achievements by partnering with you to create a financial strategy that will help you stay on track into retirement and beyond.” It is normal to have some anxiety about working with a financial advisor or creating a financial strategy. I am sure some of the thoughts that may have crossed your mind were:

“I don’t know where to start.”

“It’s too expensive.”

“I don’t have enough money.”  

“I don’t have enough time.”

These are all reasonable thoughts, but do not let them stop you from reaching out to me. We will work together to come up with a plan, whether you are just beginning, halfway there or even closing in on retirement.  We can meet at no cost to you and I will help get you on the right path to reach your goals.

Here are some of my specialized areas I focus on:

  • Retirement Planning – Traditional, Roth and SIMPLE IRA’s; and 403(b)’s (I am in many school districts throughout WNY)
  • Budgeting
  • Life Insurance
  • Disability Insurance (Income Protection)
  • Long-Term Care Insurance
  • College Funding/Planning – 529 Plans  

Education/Certifications:

  • Education: BS, from The State University College at Buffalo
  • Licenses: Series 6, 63, and Life, Accident & Health
  • New York State Partnership Certification
  • Notary Public

Community Involvement:

  • Hamburg Oktoberfest, President
  • Southtowns Synergy Networking Group, President and Founder
  • Hamburg Academy of Finance, Board of Directors
  • Hamburg Village Economic Committee, Steering Team and Team Leader
  • Volunteer to Teach Junior Achievement in local schools in WNY
  • Hamburg Development Corporation – President
  • Hamburg Drug-Free Community Coalition Committee Member
Phone 716-649-3083
Fax 716-649-0480
Mobile Phone 716-983-6924