Ziff-Ivin Associates is an independent financial services and wealth management firm based in Williamsville, New York. The firm states its mission is to provide personalized, unbiased advice to help clients achieve their financial goals, focusing on wealth management, comprehensive retirement planning, and life insurance solutions. According to public records from the Financial Industry Regulatory Authority (FINRA), Ziff-Ivin Associates operates as a branch and a "doing business as" (DBA) name for Coastal Equities, Inc.

Founded in

United Kingdom