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Our Firm

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The mission of Weir Financial Resources is to provide valuable information, ideas and solutions so that people may make the most informed decisions when undergoing Executive Benefits, Business Continuation, and Private Wealth Planning.

Core Values & Beliefs
Wisdom : Information and knowledge, tempered with experience, builds wisdom to be transferred to the client as superior solutions.

Trust : We place the interest of clients before our own or that of any financial institution.

Integrity : We deliver what is promised.

Accountability : Client service is a continuous process of adding value to the client relationship.

We believe:

  • Clients must be educated and empowered regarding their financial matters.
  • Clients have the right to determine who will benefit from their success.
  • Clients have a responsibility to their employees and family to make conscious decisions regarding their financial future, not to leave things to chance.
  • We can advocate on behalf of clients sharing these values, as well as that of their employees and families, so that they make the best possible financial decisions.

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737 Main Street • Suite 150 • Buffalo, NY 14203
Telephone: (716) 854-3343 • Fax: (716) 854-4250

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Securities and Advisory services offered through Cadaret, Grant & Co. Inc., Member FINRA / SIPC
Supervising Branch Office: ClearPlan Financial, Inc., 6470 New Taylor Rd, Orchard Park, NY 14127 (716) 312-7424
Weir Financial Resources and Cadaret Grant are separate entities.

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