|Welcome to Kautz Financial
Through accumulating, protecting and distributing wealth in the most tax effective manner, Kautz Financial provides guidance in establishing
a comprehensive financial plan. Our firm works to identify and prioritize our client's objectives, ensuring they feel a sense of comfort and relief regarding their financial state. Communication and commitment to excellent service act as the basis for the
success of our firm.
Our firm understands the devotion and fortitude of families who have loved ones with special needs. Financial Advisor and owner, Dan Kautz, possesses a specific set of skills to assist families with individuals who are disabled, including funding and managing
special needs trusts. Due to Dan's personal life experience, he has dedicated a portion of his practice to working with families facing these unique situations and works closely with
attorneys who specialize in the special needs field.
1961 Wehrle Drive, Suite 9
Williamsville, NY 14221
Phone : (716) 276-8480
Fax: (716) 276-8481