Our Firm

Independent Retirement Advisors, Ltd. was founded in 2005 by David A. Bangert, Gregory Lewis, Paul Weppler, Daniel Kautz (Getzville) and Steven G. Kamen (Saratoga Springs). The founders have a combined experience in the financial services area in excess of 50 years.

We are a full service financial firm delivering quality advice and guidance to Corporate, Individual, and Families with children suffering with disabilities. 

Our Business was founded to allow us the opportunity to partner with our clients to provide services and solutions that are based on their needs and deliver the greatest benefit to them and their families.