Allaire Financial Strategies Employee Directory

Financial ServicesNew York, United States2-10 Employees

Allaire Financial Strategies was founded in Buffalo, NY with our committed mission to assist clients with their financial and retirement planning needs. We plan today for your financial tomorrows by utilizing the three key tools:  

1.A clear understanding of your targeted financial outcomes
2.Designing a well-defined pathway to help you achieve your desired outcomes
3.Ongoing advice to help adjust your path when needs change

From our Buffalo, NY Financial and Retirement Planning office, we utilize the latest information and financial planning tools to help you understand how you can focus on your specific desired outcomes; these include targeted retirement planning, lifetime retirement distributions, wealth accumulation, wealth management, financial planning, college planning and business planning.  Please call us today at 716-862-0500 to schedule an appointment.

Licensed to offer Advisory Services, Securities and Insurance products in NY & PA.  

Licensed to offer Securities and Insurance products in   AZ, CT, FL, NY, and PA   

Licensed to offer Securities products in  AZ, CA, FL, MN, NJ, NY, OH, OK, TX and PA

Licensed to offer Life & Health Insurance products in  AZ, CT, FL, NY, and PA

Securities offered through Securities America, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org), Patrick E. Allaire, Registered Representative, Registered Representative, and Keith Schottman Registerd Representative. Advisory services offered through Securities America Advisors, Inc., Patrick E. Allaire, and Keith Schottman Investment Advisor Representatives. Allaire Financial Strategies and Securities America are unaffiliated.

Find Allaire Financial Strategies employees' phone numbers or email addresses

Allaire Financial Strategies Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Allaire Financial Strategies's Leadership

  • Stylized image of a person
    P. A.
    President / Chief Executive Officer
    Phone icon
  • Stylized image of a person
    K. S.
    Vice President
    Phone icon

Contact profiles from Allaire Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. A.
    President / Chief Executive Officer
    Phone icon
    United StatesNew York
    Nov 13, 2025
  • Stylized image of a person
    K. S.
    Vice President
    Phone icon
    Nov 07, 2025

Frequently Asked Questions

What is Allaire Financial Strategies known for?

Minus sign iconPlus sign icon
Allaire Financial Strategies was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Allaire Financial Strategies's company overview page for more information.

What is Allaire Financial Strategies's most common email format?

Minus sign iconPlus sign icon
Allaire Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allaire Financial Strategies email formats with LeadIQ.

How many employees does Allaire Financial Strategies have currently?

Minus sign iconPlus sign icon
Allaire Financial Strategies has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Allaire Financial Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Allaire Financial Strategies's key employees include:

  • President / Chief Executive Officer: P. A.
  • Vice President: K. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.