At Harold C. Brown & Co., we may not walk your dog, but we do provide a wide array of services for the discriminating client.  With a staff of professional advisors who have many years of experience in the business of managing wealth we can provide the resources and support to:

• Work with you to obtain the freedom to do the things you want to do while reducing the chance you'll outlive your money.
• Develop new ideas to lower your tax liability.
• Optimize your investment program with an asset allocation analysis.
• Review and analyze your life, disability and long term care insurance programs.
• Determine if annuities are an appropriate investment alternative for your retirement needs.
• Assist you with managing your employee stock options to maximize after-tax benefits.
• Assist with charitable gifting goals.
• Suggest traditional and non-traditional estate planning techniques.
• Develop detailed planning solutions for your loved ones who face eldercare issues.
• Provide support for trustees as their role carries a high degree of responsibility and substantial liability.
• manage and coordinate all your investment assets.
• Discuss financial issues with other trusted advisers.
  
  
  To discuss these and other services you may be interested in, please call us at 716-854-2500.