Chadwick Murray
CFP®, Financial Consultant
716-763-2140
1 West Fairmount Avenue
Lakewood, NY 14750
T: 716-763-2140
F: 716-763-2150
Bio
Chad is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. Chad has a bachelor’s degree in Finance from the University of Pittsburgh and an MBA from St. Bonaventure University. Chad is a CERTIFIED FINANCIAL PLANNER® professional and has been helping clients plan for their financial future since 2010. He lives in Jamestown, NY with his wife Meghan and their daughter
Chad works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
