Chadwick Bay Financial Services recently held a ribbon-cutting to celebrate the opening of its new location.
Chadwick Bay Financial Services is an LPL Financial agency, one of the nation's largest independent broker/dealers.
David Zambotti of Chadwick Bay Financial Services said one of the best things about being an LPL agency is the independence.
OBSERVER Photo by Matt Panebianco
Pictured from left: Ron Hall, Dunkirk Mayor Anthony J. Dolce and his son Anthony Dolce, David Zambotti, Jenni Taddio and Brian Zambotti at the ribbon cutting for Chadwick Bay Financial Services new location.
"Our clients are not dealing with LPL, they are dealing with us," he said. "Moving to LPL has been the best move for myself and my clients because of their independent views."
LPL Financial has 12,500 financial advisors and offers clients objective, conflict-free advice and is an unbiased resource for clients who partner with one of LPL's financial advisors. LPL advisors provide an integrated platform of proprietary technology, brokerage and advisory services.
Zambotti said the move from the downtown Dunkirk office to the new office at 200 Lake Shore Drive West has also been good for clients.
"Everybody loves the convenience of the building, the parking and it is less hectic than downtown. It's a nice spot," he said.
David Zambotti has been working in finances and insurance for 22 years in the Dunkirk-Fredonia area. He is a life-long resident of Dunkirk.
He said he has made the choice to do business in Dunkirk because he knows the area and the people well.
"It is important in this profession to deal with people you know. You don't remain in business this long unless you are treating your clients right."
Chadwick Bay Financial Services offers a wide variety of services, with the only exception being health insurance.
"There is nothing you can't come to me for that we don't have," Zambotti said.
For more information about Chadwick Bay Financial Services call the office at 363-2804.
For more information on LPL Financial visit its website at www.lpl.com.