Dominic F. Pellicano
Jonathan A. Donatelli, CLU®, CFP®, AIF®
Melissa Bertrand

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

Wealth Management Services in the Buffalo, NY area

Dominic Pellicano, Jonathan Donatelli, CLU®,CFP®, AIF®, and Melissa Bertrand are Principal Securities Registered Representatives and Financial Advisors who specialize in providing comprehensive financial planning. Our practice consists of working with business owners and individuals, specializing in tax, estate, protection, retirement and investment planning.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with financial professionals to pursue your financial goals.

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators