Williamsville, NY

National Tax and Financial Services

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Who We Are

The Williamsville NY National Tax and Financial Services office is Western New York’s premiere team of financial professionals dedicated to working with you to tailor individualized plans and custom solutions for all your financial needs.

We provide a fully independent platform to help you achieve your financial goals. Together we seek to implement well-thought-out financial strategies that could minimize tax liabilities, increase your personal wealth and improve your family’s financial freedom.

As a division of National Holdings Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of a long established Wall Street firm.

Explore our site to learn how our experts in Williamsville can help create, manage, and protect your wealth.

Your Financial Life--Handled

Drawing on our vast industry experience and leading financial tools, we will work with you to create a multi-disciplined approach that includes both tax and financial planning. We take great pride in helping our clients prepare a tax and wealth management playbook that have the potential to grow and respond to changes in the market, as well as changes in your life. 

Let’s work together to customize a plan that meets your financial needs today and evolves with you over time.

Our Areas of Focus Include:

  • Tax Planning & Preparation
  • Investment Management
  • Retirement Planning
  • Income Protection Strategies
  • Wealth Creation
  • Banking & Lending
  • College Funding
  • Estate Planning & Legacy Creation
  • Financial Planning
  • Life Insurance

In the Community

When we’re not helping clients reach their financial goals and make the most out of their tax planning, we take time to support a range of community and philanthropic efforts. Here are just a few initiatives nearest to our hearts:

  • 11 Day Power Play – since its inception has raised $10 million for cancer research at Roswell Park Cancer Institute
  • Historic Lockport Mill Race – raised over $2 million for the preservation and restoration of buildings that sit on our local canal
  • Board Members on several other service organizations including The Masons, The Lions Club and Cornerstone Arena

Find us in Williamsville

Call Today: 716-276-7500

Trusted Partners
Premiere Solutions
Exclusive Investments

Meet the Team

Sean Hayden

Financial Planner APMA CRPC

Michael Ventura

Senior Tax Preparer PA

Seth Hamilton

Tax Preparer and Financial Advisor

Dana Andrews

Tax Preparer EA Candidate

Wendy Phelps

Branch Office Administrator

Beverly Ventura

Tax Assistant

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Sean Hayden

Financial Planner APMA CRPCr

Sean has worked in the Financial Services Industry for over 10 years. He began as a Financial Advisor with Edward Jones. Prior to joining Gilman Ciocia, he and a partner founded an independent financial firm in Lockport, New York. Sean is devoted to maintaining the highest standards of dedication, integrity, and professionalism with his clients, ensuring that each client receives premier service. Sean has built a very affluent business in Western New York. He is a firm believer in regular client contact. Sean actively builds his client relationships, believing that investors should be informed on market trends, their specific portfolios and investment goals on a regular basis. Sean works with individual clients and businesses alike, specializing in investment selection and investing for growth and income. His focus is helping clients achieve their individual investment goals whether preparing for retirement, saving for college, achieving a certain net worth, or generating investment income for a long lasting retirement. Each of his clients receives a custom tailored financial blueprint; there are no "cookie-cutter" solutions. Sean is a very passionate and dedicated advisor and runs his practice on a creed of PRIDE, HONESTY, and COMMITMENT.

Sean graduated from The State University of Geneseo where he majored in Business Administration and Economics. At Geneseo, and since he was four years old, he played Ice Hockey. He brings many valuable lessons with him from his time on the ice, including teamwork, dedication, and work ethic. When Sean is not in the office or traveling to see clients, he can be found at home with his family. Sean lives in Lockport with his wife, Colleen and sons, Liam and Tyler. He is the Vice President of Lockport Community Services, Inc., Secretary of Cornerstone Ice Arena, and Board Member of The Historic Lockport Mill Race and is an active participant in The 11 Day Power Play.

Sean is an Investment Advisor Representative, Financial Consultant, and Financial Advisor. He holds the CRPC® (Chartered Retirement Planning Counselor℠ ) and APMA® (Accredited Portfolio Management Advisor℠) designations and has achieved his series 6, 7, 63, 65, and 66 licenses. He is currently is registered in AR, CA, DE, FL, GA, IL, MA, MD, MI, NC, NY, OH, PA, UT, and VA.

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Michael Ventura

Senior Tax Preparer PA

I am a senior staff accountant at the Williamsville, NY office of National Tax & Financial Services. I joined this office November 1, 2017 after selling my practice of 41 years to Gilman Ciocia.

I am a 1975 graduate of Niagara University with a Bachelor's degree in accounting. I took over my Father's small practice in October 1976 when he was no longer able to work due to a health issue. My first order of business was to grow the practice which had not been done in several years and was fortunate to accomplish this goal over a period of time. At the time of the 2017 sale I had over 800 personal tax clients along with over 50 Corporation & Partnership tax clients. My practice also includes a handful of monthly "write up" clients.

During the years of my accounting career I have had opportunities to use my knowledge in some volunteer situations. I have been a financial consultant to the Wheatfield Blades Hockey Association Board of Directors along with being on the Board of Directors of a homeless organization named Friends of the Night People.

I am also a long standing member of the Independent Association of Accountants of NY. I have enjoyed my years working with clients as we seek the best possible tax and financial scenarios in both their personal and business situations.

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Seth Hamilton

Tax Preparer and Financial Advisor

My name is Seth Hamilton and I am a Financial Advisor and Tax Preparer for National Tax and Financial Services. Some background on myself; I graduated with honors in Spring of 2017 with a bachelor's degree in Finance from the University at Buffalo. My first two years of college were spent at Monroe Community College where I was a student athlete, playing hockey for the school on my way to graduating with my associates degree in Business. Being a student athlete taught me many life lessons about hard work and time management, as well as giving me the opportunity to compete for the National Championship back to back years.

I am entering my second tax season with the National team, and my third overall. My first year out of college I started in corporate tax at Tops Friendly Markets, before making the transition to my new position at National. To add to my tax background I also assist clients with advising and managing finances as a Financial Advisor, where I take great pride in establishing retirement plans, and overall financial wellness, being with them every step of the way so they can reach their retirement goals.

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Dana Andrews

Tax Preparer EA Candidate

Dana Andrews is an IRS licensed tax practitioner with 20 years’ experience, is one of the funniest tax experts you will ever meet. Dana comes with experience in Tax Preparation, Representation, Management, Education and Small Business Development. Receiving his BS in 1988 and MA in 1996, his experience in Education has been critical in educating clients in tax and tax saving strategies.

Dana has merged his own practice with National Tax and Finance as a means of continually offering the top levels of service his clients are accustomed. Dana sits on the Board of Directors of the Niagara Jr. Purple Eagles Hockey organization, a not-for-profit serving youth in Niagara County.

Since his original training in 1997, Dana has served hundreds of clients in all income categories. Having the business experience, practical understanding and sense of humor makes an appointment with Dana a pleasure for his clients. When he has spare time, Dana enjoys watching Movies with his high school aged triplets, reading science fiction, golfing (hc=36) and surfing on the internet (mostly to learn more information). Dana has an excellent record as a tax professional, is Enrolled to Practice Tax Matters before the IRS and has a following of many wonderful clients. Specialties: Specializing in Small Business and Not-For-Profit Consulting, Start-ups Real Estate and Construction Industry Contractors.

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Wendy Phelps

Branch Office Administrator

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Beverly Ventura

Tax Assistant

Daily Market Insights

National’s Chief Market Strategist is the well-known capital markets expert Arthur (Art) Hogan. Between his frequent appearances on CNBC, FOX Business and Bloomberg TV, you can stay up to-date on his latest market insights.

More About National

Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page.  Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.