Meta Platforms Inc. (META) reported first quarter earnings last week and despite a large beat in terms of revenue and operating profits, the stock fell almost 15% as investors were less than impressed by the company’s forward looking guidance. META investors have been rewarded this year, with the stock still up almost 22% year-to-date. #META #investments
Ogorek Wealth Management LLC
Financial Services
Williamsville, New York 843 followers
Safeguarding Your Wealth. Cultivating Your Legacy.
About us
Our ideal client is someone who has accumulated wealth, and wants to use it to improve their lives and leave a legacy. We coordinate all aspects of their financial life, invest with safeguards, minimize taxes, and present their financial information in a format that is easily accessible and understandable.
- Website
-
https://www.ogorek.com
External link for Ogorek Wealth Management LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Williamsville, New York
- Type
- Privately Held
- Founded
- 1987
- Specialties
- Retirement Coaching, Investment Management, Wealth Management, Coordinated Financial Planning, Estate Planning, retirement planning, financial advisor, financial planning, financial services, and retirement
Locations
-
Primary
Get directions
6400 Sheridan Drive
Suite 132
Williamsville, New York 14221, US
Employees at Ogorek Wealth Management LLC
-
Denise Lipka
Client Services Associate at Ogorek Wealth Management LLC | Office Coordinator | Account Administrator | Technical Support | Customer Service
-
Tony Ogorek Ed.D., CFP®
Small business succession planning, Retirement coaching, Fiduciary
-
Jeffrey Viksjo, CFA, CFP®
Partner, Portfolio Manager at Ogorek Wealth Management LLC | Investment Strategist | Chart Talk Co-Host | Blog Author | Chartered Financial Analyst
-
Justin Chatelle
Financial Advisor Associate at Ogorek Wealth Management LLC | Helping people retire successfully
Updates
-
Do more with your money, and receive more back in return, with one of these tips to spring clean your financial plan. #financialplanning #wealthmanagement #springcleaning
-
How would you rate the Return on Life you're getting from your home? #housingmarket #renting #owning #retirement
Renting vs. Owning in Retirement - Ogorek Wealth Management, LLC
https://ogorek.com
-
How do you assess risks in your life? Try this four-step process to help determine your comfort level with risks. #risks #financialplanning #investmentplanning
When to Take Risks to Increase ROL - Ogorek Wealth Management, LLC
https://ogorek.com
-
The CBOE S&P 500 Volatility Index, also known as the “VIX” and Wall Street’s “Fear Gauge,” recently rose to its highest level since November of 2023. With recent data indicating the economy still remains strong, investors have been closely watching the Federal Reserve’s every move to determine the future path of interest rates. #StockMarket #VolatilityIndex #WallStreet #FederalReserve
-
-
Establishing a consistent morning routine can give your physical, mental, and financial health a massive boost. Try these ideas to start your day off on the right foot and improve your Return on Life. #routines #retirementplanning #morningroutine
What's Your Routine for a Better ROL? - Ogorek Wealth Management, LLC
https://ogorek.com
-
Tony Ogorek shares his insight into answering a MarketWatch viewer question concerning retirement savings and how to get more financial help. #financialplanning #financialadvisor #retirement #retirementplanning
MarketWatch Interview: Financial Advisor Help "I should be way ahead of this." - Ogorek Wealth Management, LLC
https://ogorek.com
-
How can you find new meaning and satisfaction during retirement? #retirement #retirementplanning #volunteering #hobbies
Combine Hobbies and Volunteering for More Purpose in Retirement - Ogorek Wealth Management, LLC
https://ogorek.com
-
Ogorek Wealth Management LLC reposted this
Why a retirement sabbatical may improve your retirement plan. #retirementplanning #sabbatical #retirement
Do You Need A Sabbatical In Retirement? - Ogorek Wealth Management, LLC
https://ogorek.com
-
Why a retirement sabbatical may improve your retirement plan. #retirementplanning #sabbatical #retirement
Do You Need A Sabbatical In Retirement? - Ogorek Wealth Management, LLC
https://ogorek.com