Financial Advising in West Seneca, NY
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3 locations found near West Seneca
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965 Union Rd, West Seneca NY 14224
“Third time’s the charm. After falling into some lesser capable hands at two separate firms prior, a colleague recommended me to Summer at Sgroi (and in retrospect so did an advisor from one of those previous firms once when he accidentally slipped in a conversation that he “always loses customers to Sgroi.” I should have taken the hint in that very moment). I know my account is pretty small potatoes in the grand scheme of things, but I am never made to feel that way in this office. Summer is thorough across my finances and has very good tips for saving in all aspects of my life to help me improve my opportunities to be able to invest. Her approach is realistic and balanced so I can still have both enough to be comfortable in my current life while also being prepared for a future life in retirement.”
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220 Orchard Park Road, West Seneca NY 14224
“I have used Kevin Gibson for my personal and business returns for years. I think he is great. I'm not a FAKE review, I'm not getting paid to advertise. For people complaining during tax season that there are delays, I would remind you that its Tax Season, so 200K+ people in our area are all trying to file within 2 months. I have a seasonal business as well so I understand the time crunch and unreasonable expectations. I would recommend Kevin 100%”
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1325 Union Road, West Seneca NY 14224
“Always trustworthy and professional. I trust them with all my financial questions and tax preparation. Small town customer service with highly competent staff. Highly recommended.”
