Investing near East Amherst, NY

15 locations found near East Amherst
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Buffalo First Wealth Management, LLC Investing

“I recently had the pleasure of working with Allen at Buffalo First Wealth - It was an amazing experience! From the moment I started discussing my financial goals and concerns, he displayed a level of expertise and dedication that immediately put me at ease.What impressed me most was his ability to not just create a plan, but to tailor it specifically to my unique situation. He took the time on a holiday to meet with me in person and to thoroughly understand my financial situation and long-term goals, and then developed a comprehensive strategy to help me achieve them.Throughout the process, Allen was not only professional but also approachable. He patiently answered all my questions, explaining complex concepts in a way that was easy to understand. This made me feel confident and empowered in managing my finances.The plan he crafted for me was nothing short of amazing. It not only addressed my immediate budget goals but also outlined a clear path for long-term financial security. His attention to detail and commitment to my financial well-being were evident in every step of the process.As a result of his guidance, I'm now well on my way to meeting my budget goals, and I have a newfound sense of financial stability and confidence. I genuinely believe that without his expertise, I wouldn't have been able to make these positive changes in my life.I wholeheartedly recommend Buffalo First Wealth to anyone seeking financial stability, investing advice and peace of mind. Their passion for helping clients, their deep knowledge of finance, and their ability to create customized plans make them an invaluable asset in achieving financial success. Thank you for your exceptional service!”

5 Superb2 Reviews
TIAA Financial Services Investing

“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 Poor1 Reviews

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  1. East Amherst, New York