This is a letter I never envisioned sending when I began my career in financial
services all the way back in 1985.
I am retiring from the securities industry effective June 1, 2024.
I know this is short notice but changes in the industry and at our broker dealer are
making this the only logical decision for me and my family.
There is nothing wrong with the changes ahead as Securities America transitions to OSAIC. In fact, there are many improvements that a consolidated firm has to offer for the clients of the dedicated financial services representative. I simply can’t find a way to make that my only business. You deserve better than my part time attention.
Rob Lind who has worked with me over here on Rugby is taking over the business from
myself and Randy Sherrick. Rob’s practice is called
Falcon Financial Advisors
120 West 3rd Street, Suite 117
716-484-6192
https://www.falconfinancialadvisors.com.
We are still conducting business as Arcade Senior Services, but I think more of you will be contacted by others in my office as it’s my time to slow down from the Medicare practice as well.
Thank you all for your prayers after my heart attack and I hope to be around the area for a long time.
I wish you all nothing but the best!
Love ya all! - Tim
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