Advisor at Timothy C. Minneci
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Firm
Timothy C. Minneci
Location
Williamsville, NY 14221
Credentials
Series 63, Series 65
Industry experience
17 years
Timothy Minneci is the sole advisor at Timothy C. Minneci, an independent firm based in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at Paramax Securities, LLC, and Paramax Corporation. Outside of financial advising, he is a partner in Island Estates Home Watch LLC, a property management service for owners with multiple residences. The firm provides financial planning and asset allocation advice to individuals, trusts, estates, corporations, and retirement plans without holding client funds or managing individual securities. Its approach involves goal analysis and written recommendations, often referring clients to outside managers for implementation.
Negotiated fixed fee ranging from $2,500 to $5,000 annually
$250/hour (non-negotiable)
Fee-only: Hourly rate at $250/hour; Fixed fees negotiated between $2,500 and $5,000 annually
333 International Drive, Suite A
Williamsville, NY 14221
Florida · New York
Paramax Securities, Llc
2007 - Present (19 years)
Paramax Corporation
2004 - Present (22 years)
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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EUDAIMONIA Wealth
Welcome! I’m Brett, and I’m glad you’re here. I’m a proud born and raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning firm in Buffalo, NY dedicated to helping local families retire on their terms by providing independent, objective advice. At Eudaimonia Wealth, we realize we can’t be all things to all people and don’t pretend to be. We specialize in helping people who are at or near retirement and need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy used to describe an ultimate state that could be achieved by living a life of meaning, purpose, and fulfillment. It was considered to be a state of “peak performance in the art of living,” and represents to the core what I believe real financial planning is all about.
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