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Integrity Financial Services


Guiding You To And Through
Your Vision Of Retirement

Let's Get Started

Dedicated To Providing One-on-One Guidance


Geared Toward Your Financial Needs


With over 60 campuses, the State University of New York (SUNY) school system provides quality education for students across New York state. Our firm is dedicated to empowering those who empower their students every day. We work with the hardworking professors, administrators and staff members of the SUNY school system in addition to other professionals in the Buffalo area to conquer their finances, prepare for retirement and maximize their return on life.


Read "The Educator's Educator" Article



Click here to find out

Welcome To 

The New Client Experience

Easily Access Your


Important Account Information Online


With our new client experience access, see all of your accounts in one convenient spot with a single sign-in you can use from any computer or mobile device. Keeping track of your financial progress can help you see how well you’re advancing toward your retirement goals. Together, we’ll keep close tabs on your financial plan to help make sure your money lasts as long as you do.


Current Client Log-Ins


Voya Retirement Plans

SUNY Retirement at Work

NetXInvestor

AssetMark

eMoney


For Your Information


SUNY ORP Performance


SUNY Voluntary Performance

 SUNY Benefits
 SUNY Retirement Funds

Zoom Video Conferencing Link

eMoney - Getting Started Guide

eMoney - Adding Accounts

Demo MGP


Stay on the Path

Keep Informed, Involved and Connected


Meet Your Financial Advisors

Gary Witten, CFP®, ChFC® Photo

Gary Witten, CFP®, ChFC®

Investment Adviser Representative
Read Bio

Gary Witten, CFP®, ChFC®

Investment Adviser Representative


P: 716-626-3928
F: 716-839-1886
E-mail: Gary@TeamIFS.com

Gary is dedicated to using his knowledge and over 30 years of experience to help his clients in developing and implementing holistic financial solutions. Through a passion for education and finding financial well-being, Gary strives to keep his clients well-informed and comfortable with their financial plan.

By choosing to focus on more than just his clients’ investment portfolios, he works to explore their complete financial landscape. This allows Gary to help his clients develop a balanced financial plan that’s focused on wealth preservation and accumulation strategies including retirement planning, complete cash flow analysis and possible protection plans.

Since entering the financial services industry in 1980, Gary has gained several designations including CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, which he earned from the American College of Financial Services.

Gary’s insights have been featured in Money Magazine as well as A.M Buffalo. In addition, Gary offers several sought-after educational workshops for employees of the SUNY system.

Gary graduated from Wesleyan University, and he received his M.A. from Stanford. He currently holds FINRA Series 7 and 66 Registrations and the Life, Health and Variable Annuity licenses for multiple states. Gary is also a member of the Kinder Institute of Life Planning.

Interested In Learning More?

Get In Touch

Matt Witten Photo

Matt Witten

Investment Adviser Representative
Read Bio

Matt Witten

Investment Adviser Representative


P: 716-626-3928
F: 716-839-1886
E-mail: Matt@TeamIFS.com

Matt has been in the Financial Services Industry for over 12 years. He provides retirement planning action steps for his clients whether they are new hired, mid-career or retired. Matt focuses on providing a holistic approach to his client’s financial lives and helps them create a plan that suits their needs. He earned a BFA from the University of Michigan and has successfully completed FINRA Series 7 and 66 examinations. He also has his New York State Life, Accident and Health Insurance licenses.

Interested In Learning More?

Get In Touch

George Dougherty, CIMA® Photo

George Dougherty, CIMA®

Investment Adviser Representative
Read Bio

George Dougherty, CIMA®

Investment Adviser Representative


P: 716-626-3928
F: 716-839-1886
E-mail: George.Dougherty@Voyafa.com

George is an Investment Adviser Representative dedicated to serving SUNY employees and individuals in need of investment advisory services. With more than 19 years of financial services experience, George helps develop and implement comprehensive financial solutions as he focuses on asset allocation strategies, risk management and portfolio rebalancing.

He currently holds his Certified Investment Management Analyst® designation,administered by The Investments and Wealth Institute and taught in conjunction with MIT Sloan School of Management. In addition to being a member of the Financial Planning Association and the Investment Management Consultants Association, George currently holds his Series 7 and 66 registrations and the the Life, Health and Variable Annuity licenses for multiple states including AZ, CA, DC, DE, FL, IL, MA, ME, MI, NY, PA, TX & WI.

George is licensed to sell insurance products in DC, DE, FL, IL, MA, ME, MI, NY, VA.

George is registered to sell securities in AZ, CA, DE, DC, FL, IL, MA, ME, MI, NY, PA, TX, WI.

George graduated from the University of Rochester with a B.A. in economics and a certificate in management from the Simon Graduate School of Business.  He is also a member of USA Boxing as a United States Amateur Boxing Coach from June 2009.

Interested In Learning More?

Get In Touch

Jeanne Killian


Registered Assistant
Assistant to Gary Witten*, CFP ®, ChFC ®
Assistant to Matthew Witten* and George Dougherty*, CIMA®

Molly Pecoraro


Assistant to Gary Witten*, CFP ®, ChFC ®
Assistant to Matthew Witten* and George Dougherty*, CIMA®


Helping You Enjoy Today


As We Prepare For Tomorrow


We are an independent financial planning and wealth accumulation organization focused on coupling your present financial needs with your future goals and objectives. We are registered with Voya Financial Advisors and we embrace the vision to be “America’s Retirement Company” by guiding individuals to and through retirement.


We’re Committed To Offering


Simplicity

Our goal is simple: help take the complexity and confusion out of your retirement planning.

Education

We always want you to be well-informed about your options.

Comprehension

We take a holistic approach to preparing every part of your financial picture for retirement.


How Can We Help?

See Our Services

Developing Your Financial Plan

Through Education, Experience and Understanding

Dedicated To Helping Guide Buffalo's Educators & Professionals


Toward Financial Freedom


Whether you’re a part of the SUNY system or an individual investor looking to fulfill your financial objectives, we know you have enough on your plate. Instead of spending your free time sorting out financial paperwork and trying to understand your options, focus on enjoying time with family, seeing friends and catching up on your favorite hobbies. Our advisors will do the research needed to present you with a custom-made financial plan that’s designed to maximize your return on life.


We Offer a Wide Range of Services For Individual Investors Including:


Asset Allocation
Strategies

Tax Reduction
Strategies*

Insurance
Planning


Retirement
Planning

Wealth Accumulation
Strategies

Wealth Distribution
Strategies

Estate and Legacy
Planning*


*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.


Our Advisors Can Help You


Design a financial plan and follow it

Create retirement planning action steps based on your personal goals

Develop a budget for today’s expenses and for living in retirement


Do You Have Questions About Your Retirement Options?

We’re Here To Help

Learn How To 

Become Financially Fluent

We pride ourselves on being a


Resource for Educators


Whether you've hit the ground running right out of college or it's time to bring your distinguished career to an end, we have a workshop designed to address your specific concerns. We're dedicated to offering valuable information that you can use today, tomorrow and decades down the line.

Are You Interested In Attending a Seminar?

Savvy Social Security Planning

What's Your Game Plan for the Potential Bear Market?

What Is Your Return On Life?

Click Here For Additional Seminar Offerings

How Can We Help?

While every conversation is different, during our initial interactions you can expect to cover some general information while gaining a good sense of what it’s like to collaborate with us.  

To help prepare for your financial planning consultation, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?  

Let us know by filling out the form below, or give us a call today.