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? – 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 financial 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 financial 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!
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.