Alan R Mollot CLU, CFP

Alan R Mollot CLU, CFP


Phone: 716-691-7121
Fax: 716-691-7718

Alan R. Mollot, CLU, CFP


President & Treasurer

Past Honors:

Served as President of Buffalo Chapter Society of Financial Professionals (Formerly Buffalo Chapter of CLU, ChFC)
Served as President of the National Association of Insurance and Financial Profesional Inc. Buffalo - Chapter. Served as Director of the New York State Association of Life Underwriters,Member of the Million Dollar Round Table – 30 Years

Professional Specialization: Financial Planning Services and Retirement Services

Education: State University of New York at Buffalo, Bachelor of Science Degree in Business Administration; American College of Life Underwriters; Chartered Life Underwriters (CLU); Chartered Financial Consultant (ChFC); Certified Financial Planner (CFP); Life Underwriters Training Council; Life Underwriters Training Fellow (LUTCF); General Securities Principals

Professional Memberships:
Estate Analysts of Western New York; Financial Planning Counselors of Western New York; National Assoication of Insurance and Financial Professional; Million Dollar Round Table; International Association for Certified Financial Planners; Society of Financial Service Professionals