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Judith Caroline Oun is a financial advisor with over 28 years of experience in the industry. Judith is registered with the state of New York and is a Certified Financial Planner. Currently, Judith Oun is associated with WNY Asset Management, LLC, a firm based in Williamsville, NY. Judith has been with WNY Asset Management since 2014. WNY Asset Management offers a variety of financial services to individuals, corporations, charitable organizations, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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08/31/2021 - Present
WNY Asset Management, LLC (WILLIAMSVILLE NY)
Active
Inactive
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