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    Allied Financial Partners

    3.0 (2 reviews)

    Services - Allied Financial Partners

    Accountants

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    2 years ago

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    6 years ago

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    TIAA Financial Services

    TIAA Financial Services

    2.0
    (3 reviews)

    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!

    Allied Financial Partners - financialadvising - Updated June 2026

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