The EFPR Group of Companies

For over 60 years, our knowledgeable and experienced team of CPAs and business consultants have been serving individuals and businesses in Western New York and around the nation.

  • We specialize in investigatory and analytical business consulting.

    Visit StoneBridgeBP.com
  • We provide a complete suite of accounting and finance staffing & outsourcing services.

    Visit EFPRSolutions.com
  • We help clients in the healthcare industry navigate the regulatory environment and changing business conditions.

    Visit RHCCllc.com
  • We provide a specialized suite of crisis management and communication services to protect the reputation of business leaders and their organizations.

    Visit IgnitionConsultingLLC.com
financial

Financial Services

The financial services industry includes a diverse array of firms actively competing to provide investment advice, money management services, insurance coverage and access to securities trading for individuals and corporations.

Our financial services experts are focused on helping families:

  • Prepare for and maintain a successful retirement. That mission begins with insuring that our clients can retire with confidence.
  • Develop a primary strategy for individuals and their families to accumulate and protect wealth. Services such as Tax Efficient Retirement Income Optimization are designed to maximize their retirement goals, provide the protection they seek, and help them be confident in their retirement.
  • Manage investment risk and controlled growth of assets while clients prepare for retirement and tax efficient income distribution during retirement.
  • Determine the most effective use of Life Insurance contracts to determine whether their life insurance program continues to meet their changing needs. In addition, we ensure that trust officers are certain they are meeting their fiduciary responsibilities.

Securities and investment advisory services offered through Cadaret, Grant & Co. Inc. Member FINRA / SIPC.  EFPR Group and Cadaret Grant are separate entities. Securities licensed in NY.

For more information call

800.546.7556