Loading...
Specialties
34 Years of Experience Qualifications CFP® or CERTIFIED FINANCIAL PLANNER® certification CLU® Chartered Life Underwriter® CRPC™ Chartered Retirement Planning Counselor™ APMA® Accredited Portfolio Management Advisor™ Certified Financial Planner Chartered Life Underwriter Education B.
S. Business / Finance State University of New York Empire State College 2004 A.O.S. Marketing Management Bryant & Stratton College 1987 Cardinal O'Hara High School 1985 Awards & recognition Four Pillar Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2026 Professional associations Financial Planning Association of Western New York Leadership Buffalo 2014
♥
Always free for clients.
CRPC, CLU, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
William C Hoock may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. An Associate with an Ameriprise Financial Franchise The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.