Trubee, Collins & Co., Inc. is one of the oldest, independently-owned Financial Services in Western New York. Established in 1940, Trubee, Collins & Co., Inc. has earned the respect of our clients by demonstrating competence, integrity and a solid long term investment philosophy. The company offers a wide range of investment services for individuals, small businesses, corporations and philanthropic organizations.
Our advisors have a clear understanding of the different types of investments and various applications for use in a complex global financial environment. We view our independence as a strength in that we are not limited to the investment offerings of any particular firm but can select from the best opportunities available.
Our advisors have a clear understanding of the different types of investments and various applications for use in a complex global financial environment. We view our independence as a strength in that we are not limited to the investment offerings of any particular firm but can select from the best opportunities available.
Services
Coverage for cash and securities in protected client accounts is provided from two sources. Additional protection, at no cost to you, has been obtained for the remaining net equity balance, if any of the cash and securities in your Account. This coverage does not protect against losses from any change in the market values of investments.
The SEC adopted Regulation Best Interest (Reg BI) under the Securities Exchange Act of 1934. Reg BI establishes a "best interest" standard of conduct for broker-dealers and associated persons when they make a recommendation to a retail customer of any securities transaction or investment strategy involving securities, including recommendations of types of accounts.
William J. Bredenberg joined Trubee, Collins & Co., Inc. in 1986 as a Financial Advisor, and is a Vice President. A graduate of Hobart College, Bill has been an investment advisor in the Buffalo area since 1972. He focuses on determining and establishing workable financial strategies for his clients; of primary concern are wealth building, retirement planning and ease of estate transitions.
Matt provides comprehensive investment advice to individuals and organizations with a focus on assisting those clients achieve their unique and personal financial goals. Matt's history with Trubee, Collins & Co., Inc. began in high school through the Iroquois High School Business Academy. Through his high school internship at Trubee Collins, he developed a keen interest in the securities markets.
Upon receiving an honorable discharge from the US Army in 1962, Tony enrolled at the University of Buffalo and pursued the studies of economics, finance and business law. After 42 years with Trubee, Tony is a Vice-President and acts as the Firm Secretary. In addition, he also coordinates the Firm's mutual funds and insurance product business, as well as syndicate investment matters.
Reviews (3)
Mike
Oct 21, 2021
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Critical: Professionalism
I recently had a loved one pass away, their portfolio had been managed by Trubee Collins since 2006. The rate of return from 2006 until 2021 was an abysmal 2.95%. Better off looking elsewhere! Be forewarned! If I could give them zero stars I would have, what a pitiful return, Only 1 year did they beat the S&P 500.
I recently had a loved one pass away, their portfolio had been managed by Trubee Collins since 2006. The rate of return from 2006 until 2021 was an abysmal 2.95%. Better off looking elsewhere! Be forewarned! If I could give them zero stars I would have, what a pitiful return, Only 1 year did they beat the S&P 500.
Stephen Winder
Sep 07, 2019
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Maria B.
Feb 02, 2015
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Trubee Collins. Old school financial advisors/money managers. But they take new clients.
This is a place that can help you with just buying or selling a stock or two if that's what you want. Or with retirement planning. Or with college planning. Or anything in- between. Its really up to you, what are you looking for in a financial advisor? They offer various programs that will help you reach your goals.
One of the oldest independently owned brokerage houses in the area, they have been doing business since 1940. They don't only help people they will help small companies
This is a place that can help you with just buying or selling a stock or two if that's what you want. Or with retirement planning. Or with college planning. Or anything in- between. Its really up to you, what are you looking for in a financial advisor? They offer various programs that will help you reach your goals.
One of the oldest independently owned brokerage houses in the area, they have been doing business since 1940. They don't only help people they will help small companies
