"Your Investors' Advocates"

Professionally Speaking

Mission Statement

We commit our energies, intellect, and knowledge to providing our client family with advocacy-based wealth management. We are committed to being enlightened advocates to our clients, for the wealth they have entrusted to us and for the financial and life planning advice we are graciously asked to provide. To this end, we hold ourselves to the highest standards of customer service, uncompromising loyalty, and long-run efficacy of our advice.

We are driven by a focus on “You First”. We believe this to be the only orientation which ultimately serves you, our associates, other members of our profession, and our community. Remaining responsive to the needs of our clients and vigilant champions of their wealth in a financial environment characterized by constant and dynamic change is our continuing challenge.

“Go ahead and call me an old-fashioned customer’s man. That’s what I am.” G.Chaas, CFA

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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Gene Chaas
CFA®
Branch Manager

8203 Main St.
Suite 9
Williamsville, NY 14221
Phone: 716-633-4372
Fax: 716-634-5216
Toll-Free: 800-404-9636
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.