My wife and I bought home insurance through WNY Consulting Group and we had a great experience. Our…read moreagent was Brett, and he did a fantastic job of answering all of our questions and helping us to find the right insurance policy. He was patient and thorough, and we'll definitely use WNY Consulting Group for future insurance policies.

From the owner: Tired of feeling like just another policy number? We work for YOU, not the insurance companies…read more Contact us today!

I really enjoy the classes they offer (which are all free!). The staff from Mass Mutual/The…read moreEstablishment are great and very informed and are open to questions and staying afterwards to assist those who need a bit more personal assistance. Young or Old, if you are looking to get/keep your financial planning and future on track, check out these services

I've been trying to find things to do after work, where I can stay home and still be social during…read moreCOVID-19. The Establishment has been offering presentations via Zoom. I signed up for the Wine and Investing 101. The classes are free. Dan presented on the wine, Tim presented on investment, and they were both great. They worked with a Zoom meeting and made it interesting and engaging. I wrote down many notes during class on both topics. The class got me excited for wanting to take a more active role in my investing and future, as everyone should. I will definitely be taking more classes in the future. I took off a star because they kept emailing and texting me before the class incessantly, reminding me that I had signed up. When I sign up for something, I don't need 20 different reminders in various forms. One reminder the day of would have been sufficient. The weeks leading up to the event reminders were not needed, or appreciated.

Financial Advisors seem to be on every corner these days. Its important to find one that is good,…read morereputable 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.

Future Allocations feature of their 403b web page triggers a message that entire portfolio is being…read morerebalanced (Sept. 2018). Then in October 2018 the Future Allocations feature says that two choices, 50% each, exceeds 100%. In fact, choosing even just a single fund for 100% of incoming funds triggers a message that says that 100% exceeds 100%. If they can't get a computer to add one or two whole numbers that sum to 100, I question their basic competence. And don't even try to call them - nice people on the phone but their phone reps seemingly have no capability to get anything fixed, and they can be slow on the uptake, so it may take a half hour to an hour to finally get an answer that they can't fix anything. Very disappointing!