About Bielicki Financial Team
At the Bielicki Financial Team, our financial advisors are held to high standards of integrity and ethics, and always act in the best interest of each individual client. Our team motto is "Do the right thing and treat everyone with dignity and respect".
We firmly believe that everyone should have access to high quality financial advice at all stages of your life. Whether you are just beginning your career, raising a family, or planning for retirement, we are here for you.
Our office is located in Snyder Square, on the North West corner of Main St. & Harlem Rd. in Amherst. For GPS directions use “Snyder Square Amherst NY”. Enter from Main or Harlem. Enter the doors that face Harlem Rd., take elevator to 2nd flr, go through doors to covered walkway to Suite 208.
FAQs and Things to Know
How to:
Update my contact information? – Please log into your account on www.thrivent.com. Go to account settings and update as needed. You are also welcome to call the Customer Interaction Center (800)-847-4836 or our Amherst office (716)-675-2200.
Change of beneficiary? – Log into your account on www.thrivent.com to update beneficiaries. You may also call (800)-847-4836 or our office (716)-695-2200 to request a form.
My name has changed, how do I update? – Please call our office (716)-695-2200 or email bielickifinancialteam@thrivent.com. We will need a copy of a legal document showing your new name, such as marriage certificate or updated driver’s license. There is a short form we will provide to you to be completed.
How to withdraw funds from my investment account? -Please call (800)-847-4836.
How to book a meeting with your advisor? -Please call our office (716)-695-2200 or email our team bielickifiancialteam@thrivent.com. Meetings are held in person in our office, by telephone, or via ZOOM. Monday – Thursday, daytime and evening.
I need help logging into my account. - Please call the Customer Interaction Center (800)-847-4836.
How to update my banking information? - Call Customer Interaction Center (800)-847-4836.
Where are my tax documents? – Log in at www.thrivent.com starting in early February. For additional assistance go to www.thrivent.com/tax-resource-center or call the Customer Interaction Center (800)-847-4836.
Important things to know:
When a loved one passes – Call the Amherst office to report a loved one’s passing. Within one week the assigned advisor will receive a report and begin contacting beneficiaries. We maintain strict confidentially, meeting individually with each beneficiary. A death certificate is needed. Usually, a copy of the front and back are sufficient. If an original is needed the beneficiary will be advised.
Meet with your advisor when you have life changes or every three years – New family member, marriage, divorce, births, deaths. Employment / compensation changes, promotion, job loss. Approaching retirement, it’s never too early to start planning for your future!
Stay connected – Keep your address, telephone number and email address updated. OPT IN to MARKETING via email & regular mail. – all our communications fall under the heading of marketing. Don’t miss out on important information such as if our office moves, or we are hosting an event. Call (800)-847-4836 to update your preferences. Regularly check our website for timely topics, events and more! https://connect.thrivent.com/bielicki-financial-team/
Power of Attorney - We recommend Power of Attorney to clients over 50 years of age. Provide Thrivent a copy to be noted on your account.
Attorney and Medicare - We have a list of referrals that can be supplied to you upon request. Send an email to bielickifinancialteam@thrivent.com
Action Teams – Go to www.thrivent.com and click on generosity for information and the link to apply for an Action Team.
Choice Dollars – Designate Choice Dollars by logging into your account on www.thrivent.com or calling (800)-847.4836. Do this after Jan 1st and before March 31st of each year so that all your earned Choice Dollars are designated and not lost when they expire at the end of March.
– We appreciate your business and are here to assist you in achieving your financial goals! Please consider referring your friends and family to the Bielicki Financial Team!
Meet Our Team
Dale Bielicki
Dale has been with Thrivent for seven years and involved in the WNY Business community since 1995. Dale feels blessed in his career as a Financial Advisor. He is passionate about this work knowing he is making a positive impact on the community he serves. Dale enjoys spending time with his family, long walks and golfing.
- Title
Financial Associate
- State(s) Licensed
- FL, IN, MI, MN, NC, NV, NY, PA, VA, WI, WV,
- Website
- https://connect.thrivent.com/dale-bielicki
- Phone
- 716-695-2200
- Fax
833-902-3653
Nick Cecere
Nick brings a focus on wealth management and financial planning for our clients. He shares a strong passion for designing strategies including investments, life insurance & legacy planning for individuals seeking needs based advice.
- Title
Financial Advisor
- State(s) Licensed
- FL, IA, IL, MI, NY, PA,
- Website
- https://connect.thrivent.com/nick-cecere
- Phone
- 716-695-2200
Brian Makey
FIC
Brian has been with Thrivent since 2014 and feels blessed to help clients gain financial clarity, develop strategies to meet their unique needs and explore ways to live generously. Before joining Thrivent, Brian was a Lutheran school teacher and principal for 32 years. Brian and his family enjoy biking, boating and other outdoor activities.
- Title
Associate
- State(s) Licensed
- NY,
- Website
- https://connect.thrivent.com/brian-makey
- Phone
- 716-695-2200
Ed Huber
MBA, FIC
Ed began his career with Thrivent in 2009. He enjoys working with clients to help them meet their financial objectives and is happy to be part of the Bielicki Financial Team. Outside of the office, Ed enjoys pending time with his family, especially his grandchildren. He also loves to golf, fish and snow ski.
- Title
Associate
- State(s) Licensed
- NY,
- Website
- https://connect.thrivent.com/ed-huber
- Phone
- 716-695-2200
Adam Somogye
Adam began his career with Thrivent in 2023. As an Insurance Associate he excels at finding the right Insurance coverage to meet the client's personal needs. Adam enjoys being a Dad to his two children and enjoys golfing with friends and family.
- Title
Insurance Associate
Debra Kroening
Debra has been with Thrivent for five years and it’s usually Debra’s voice you hear when calling our office. Debra coordinates the team’s schedules, plans events, and keeps things running smoothly. If you have a question and aren’t sure who to speak to, she can direct you. On her days off, you might see her leading a tour at Graycliff in Derby, New York.
- Title
Office Manager