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Courier Capital

EST. AUM
$3,585,153,323

CONTACTS
10

CLIENT ACCOUNTS
3,857

Firm Details

Metro area Buffalo
CRD Number 282485
Website couriercapital.com
Client types

Overview

Since 1967, Courier Capital has been a Western New York provider of choice for customized investment management, retirement planning, and consulting services. Their clients include individuals, businesses, institutions, and foundations. Courier Capital is dedicated to providing a broad independent and objective investment solution, and their clients' interests will always come first. These values align very well with their new partner, Financial Institutions, Inc. and will enhance their service to both respective client groups. Through the relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon, they are positioned to meet every need of every client.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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