Welcome to the Bielicki Financial Team!
Community Impact
Ways we can meet
We are available daytime/evening to meet with you in person, via ZOOM, or by telephone.
FAQs and Things to Know
How to update my contact information? – Log into your account on www.thrivent.com. Go to account settings and update as needed. Or 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. 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? – 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? -Call (800)-847-4836.
How to schedule a meeting with your financial advisor? - Call (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. - 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.
How to apply for an Action Team? Go to www.thrivent.com and click on generosity.
How to designate my Choice Dollars? Go to www.thrivent.com and click on generosity or call (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.
Important things to know:
When a loved one passes – Call our office to report a loved one’s passing. Within one week the assigned advisor will begin contacting beneficiaries. Due to privacy, we meet individually with beneficiaries.
Meet with your financial advisor when you have life changes or every three years. – Marriage, divorce, births, deaths, employment change - 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! 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
Communication - We do not communicate with members on our personal cell phones or by text. We do not accept trade instructions by voice mail or email. Call the office Monday – Thursday, 9 am – 4 pm. Meetings are held Monday – Thursday, daytime and evening.
Why should I to come to your office? To receive the highest level of service schedule an appointment in our office is recommended. Located near major roadways/highways the building is fully accessible. It provides a private, professional environment that includes a conference room with a large screen for easy viewing. Here all the tools and resources are available to provide you with outstanding financial planning services. Clients often say, “We love your office and are so glad we came!”Alternatives are a telephone or ZOOM meeting which receives the same dedicated time and planning as an in-person meeting. Depending on your needs we may be able to provide service by email and regular mail.
Do you make home visits? In the event of an extreme disability/hardship or urgent deadline, an associate may visit your home if no other options are suitable. This is considered on a case-by-case basis.
– 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!
Let's put your plans in motion
Mission: Build and maintain long-lasting, meaningful relationships with our clients fostering a climate of generosity to serve our community.
Vision: To provide customized financial planning solutions for individuals, families and business owners, to help prepare you for every stage in life. Offers strategies for Retirement Planning, Protection, and Wealth Management, to align with your goals.
Office location information
Our office is located in Snyder Square, on the North West corner of Main St. & Harlem Rd. in Amherst. The address is 4476 Main St., Amherst 14226. Enter into parking lot 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.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Snyder Square
- Phone:
- 716-695-2200
- Fax:
- 833-902-3653
Hours
We are able to accept incoming telephone calls, Monday - Thursday: 9 a.m. – 4 p.m. Appointments with our advisors are available during the day and evening.