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    Charles Schwab

    3.3 (3 reviews)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Retirement planning

    Personal banking

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    Morgan Stanley

    Morgan Stanley

    5.0
    (3 reviews)

    Scott Ashley, Pat and his team, have been consistently excellent in all of my dealings with team…read morefor well over a decade.

    Our financial adviser is Mona Wilson and she has been fantastic to work with . My Mom had the…read moreaccount prior to me and Mona has been reassuring-confident and helpful with her insights and especially when its "time to move" on something that is in our best interest. Her vast experience shows in the manner in which she clearly explains her recommended moves if full detail- always making sure that I fully understand. We recently closed on our retirement home in Buffalo NY (yes you read it right...haha) and Mona was on the ball and moving forward to assist us from the moment we made an offer. We had clued Mona in on our plans after my Mom passed and she was ready willing and able to make the moves she did in order for us to enjoy an effortless closing (on our part). When we went to meet Mona and her team for the first time it was intimidating a bit as the building and offices are "Wall Street" impressive! We were nothing short of impressed beyond anything that was expected.We met with James Frank- Fred Gober- and a very impressive upbeat positive Jared Soper. It was a comfortable and confident meeting between my wife and the MS team as we met each key player and knew from that instant our good wealth and good being were all they cared about. They took about 3 hours of their valuable time to put us at ease. Yes we know it works both ways in such a relationship but we are so pleased blessed and fortunate to have Morgan Stanley and Mona on our side. We even consider Mona an important part of "our" family she has been that "in tune with us on what our goals are. She is pleasantly aggressive in a positive and caring nature and we appreciate that. In fact we have family friends of my parents who also are with Mona and they have nothing but priase and confidence on her as well. We in turn are pleased to be part of the Morgan Stanley family. We know that our best well being in our remaining years are in the very best of hands!

    Sean Mullin - Northwestern Mutual

    Sean Mullin - Northwestern Mutual

    5.0
    (1 review)

    My wife and I met with Sean last month to work on some strategies that we could put into place for…read moreour business and family. He was very interested and compassionate and worked on a few options for us to put into place. We have worked with other financial advisors in the past but never felt we were 100% in the right hands. I finally feel at ease with our retirement goals and business planning and know someone is only a phone call away if I need to make a change or want to discuss my newest idea. I would highly recommend Sean and his team to anyone looking for an honest financial advisor that will place your needs before his!

    From the owner: We offer a comprehensive approach to personal and business financial planning. Our goal is to help…read moreindividuals, families, and business owners create strategies that grow and protect their wealth through every stage of life. Whether you’re planning for retirement, optimizing your investment portfolio, securing your income, or preparing for life’s unexpected events, we work with you to build a customized financial roadmap that aligns with your goals and values. Our services include: • Investment Planning • Retirement Planning • Insurance Solutions (Life, Disability, and Long-Term Care) • Business Succession and Executive Benefits • Tax-Efficient Wealth Transfer Strategies • Estate and Legacy Planning • Cash Flow and Asset Management We take the time to understand your full financial picture and provide tailored recommendations based on your unique circumstances. Financial peace of mind isn’t just about numbers—it’s about knowing you have a clear plan and a dedicated advisor by your side. If you have any questions about your financial plan or want a second opinion, give us a call. We’re here to help.

    Charles Schwab - investing - Updated August 2026

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