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8:30AM - 5PM
8310 Wehrle Dr, Williamsville
Financial Advising
“I'm not sure how many times I'll be allowed to gloat about BTS, but here we go again.
There isn't a more PERSONAL financial company anywhere. BTS is on your side, listening and reacting by providing superior information for both business and personal matters.
You can either go be a package of numbers to be invoiced at another firm, or be treated like family at BTS.”
“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.”
“I recently just started a new business and I was unsure about a lot of things involving taxes. I called another CPA nearby but they told me that they don't give out free advice and that I would have to book a paid consultation in order to talk to them.Kevin on the other hand, gave his advice freely and has won me over as a client with his capacity for empathy and his wealth of knowledge.Don't go anywhere else, go to Kevin... Tell him Tommy sent ya.”
“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.”
“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.”
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“This is one of the most recognized financial advisory practices around, and they live up to the hype. They are the only ones I trust my family and business with. I highly recommend them. They are knowledgeable and have great integrity, something we need in this world.”