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• Meet the Education Team

  It takes outstanding leadership with a dynamic and focused team of professionals to accomplish the mission of changing lives through financial education in true Broadview style.

• Do I Need Life Insurance in Retirement?

  You work your entire life with the hope that one day you may be able to retire when you choose and have the free time to take advantage of all of the social activities, travel, and hobbies you couldn’t do regularly with the responsibility of a career and providing for your family.

• What to Know About Multigenerational Estate Planning

  Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

• Broadview Announces Partnership with Buffalo Central Terminal & The Foundry to Replace Stolen Benches

  Broadview Federal Credit Union today announced a community donation that will cover the material and fabrication costs of custom-made benches to replace two that were stolen from the Buffalo Central Terminal’s Great Lawn greenspace this summer.

• William Spadola

  William Spadola

• Alexandra Spadola

  Alexandra Spadola

• Laura Sullivan

  Laura Sullivan

• Elaine Dickinson

  Elaine Dickenson

• Christie Hoyt

  Christie Hoyt

• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.