Investing near Amherst, NY

6 locations found near Amherst

“Financial Advisors seem to be on every corner these days. Its important to find one that is good, reputable and that you enjoy working with. I think you will find that at TIAA-CREF in Buffalo. In addition to having the UB employees pension funds to manage they take private clients and the like. My experience over many years with them has been quite positive. They have a clear and solid annual review process if that's what you like. If you want to meet with them more often and make changes to your portfolio you can. They have a good client interactive website as well. All in all, if you are looking for financial advisors, you should put them on your list to consider. Easy parking in a nice office park just off Maple.”

1 Poor8 Reviews

“We have been clients of Anthony Baldi and Associates since 1998. Their guidance and service are extraordinary. They fully explain their recommendations and always allow you to weigh in.I have to note that we have been clients of Brandon Harrington our entire tenure. He’s a smart and patient representative (we pester him with questions and he never gets flustered). Brandon is a wonderful example of the service quality we receive at Anthony Baldi.If you are looking for a financial consultant I urge you to consider Anthony Baldi and Associates.”

3.7 Good3 Reviews

“From the other posted reviews I expected a bad experience when I stopped here. I needed information on how to unfortunately close my account due to an overwhelming medical expense. Instead… I received a friendly, professional, courteous and extremely helpful response from Mr. Z. Boling at the desk. I had entered assuming I would have long drawn out “jump through a nightmare of expensive hoops” ahead of me. That was totally wrong because he skillfully guided me to an expedient and satisfying close. Thank you … you reversed my opinion about the company on many levels. I sincerely appreciate that customer experience.”

2.7 Average13 Reviews

“M & T bank is the ABSOLUTE best. You call a branch and they answer. The online banking is exceptional. Very smooth interface and functionality. Great customer service and overall banking. Anyone on here writing a bad review should get their head examined because they are very wrong.”

1.6 Poor23 Reviews

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