Extremely professional, responsive and knowledgeable. They were able to guide me in multiple areas…read moreand provide sound advice​

Really pleased with the customized advice and guidance I received from this firm. I'm also…read moreimpressed with how thorough their advice is. I'm certain that I have a financial plan that will protect my family. I highly recommend Wilcox Financial.

Highly recommend this insurance agency! They are compassionate, understanding, and hate to see…read morepeople being taken advantage of. Taylor and Colleen helped me out tremendously! 5 star customer service! 10/10

They are a phenomenal company of compassionate and dedicated individuals of whom I have personally…read morerecommended to multiple family members and friends and they have expressed these identified feelings regarding the company. Taylor Haines shopped around with multiple companies and was able to offer me a quite $100 less than any company I personally contacted.

Allen Street Consulting is a little office in a little corner of Allentown with a lot to offer…read more Their team will help set up your business by providing services customized to your particular needs. They also offer accounting services. We were sooooo lost without them. We found them through a referral made by another small business owner and what a difference...worth every single penny. They taught us everything from QuickBooks to what to do with a receipt. We are planning to use them for accounting as well in the near future. Every single start-up should plan to invest in this service. Without question. The best part is that they don't try to oversell. They know you are on a budget and so they don't mind if you plan ahead and prepare yourself so that when they come in you can be as time efficient as possible. They will give you homework. Do it! They multi-task with you and a lot can be accomplished. If we could only turn back the time! HA!

From the owner: Bookkeeping * Payroll * Taxes * Accounting Softwareread more

All tellers and associate are friendly and make banking easy A+ in my book. Need more bank like…read morethis.

The upper management made an ABRUPT decision to just stop allowing us to use courtesy pay which…read morewe've had available to us for years. The staff provided NO NOTIFICATION TO US, we in turn had already used the courtesy fee to pay for our two utility bills to avoid a shut off. Meanwhile the upper mgmt was very aware of my husband's severe work related injury, which has left him with impaired mobility & unable to drive or work again. They stopped the courtesy pay without any notification causing us accrue more fees as the payments bounced.

Brett is wonderful. He know his stuff. Thank you for all your support and knowledge.read more

From the owner: Eudaimonia Wealth is a fee-only financial planning firm headquartered in Buffalo, NY. We…read morespecialize in working with families within 5 years of retirement who are seeking guidance around if, how, and when they can make work optional. We believe that a successful retirement should be about living your best possible life by making the most of the money you have. To have the freedom to focus your time and energy on the things you enjoy most. We help our clients develop a framework to optimize their investments, retire on their terms, and begin living a life they love.

1. They indicate they will work around your schedule but once you signed up, you have to accomodate…read moreto their convenience. To be fair, they can hook you up to CPAs and attorneys that you may need if you do nit have your own yet but cannot vouch on these people either as I have not utilized this service. But based on poor qualoty of experience, will be wary. 2. Beware that when you terminate service contract with them, they will continue to charge their fees to your brokerage account at Scottrade as your account is opened through them as advisor, even if they are not doing anything/ money just sitting in the account and you already signed papers to tell them not to manage your account anymore. Thus, move all your money out pronto when you want to terminate. They will not refund you if you do not move money out even with written and signed statement by both parties of said termination. This reflects lack of integrity. 3. I had to remind them what things maybe done to improve tax efficiencies, instead of the other way around, which is very disconcerting.

From the owner: Buffalo First Wealth Management, LLC's business model is Registered Independent Advisors (RIA)…read more The idea is that RIA's goals are aligned with those of their customers. Unlike stockbrokers and broker-dealers, RIA's are bound by fiduciary duty, meaning they must put customers' interests ahead of their own. Investment Registered Advisors-Broker/Dealers are under no such obligation; they must simply offer products that are suitable for their customers. Securities are offered through an arrangement with Charles Schwab & Co. Inc. Schwab is not affiliated with Buffalo First. All products and services offered by Charles Schwab &Co., Inc. - Member FINRA and SIPC. Buffalo First Wealth Management provides tax preparation for individuals and small business. Our qualified tax professional is available 2 nights per week and by appointment. Buffalo First Advisory Services provides no obligation quotes for life, disability, and long term care insurance. These arrangements are through Crump Insurance Services and Specific Solutions. Crump Insurance Services and Specific Solutions are not affiliated with Buffalo First Advisory. *Gift Certificate or any other offer on Yelp is only good for tax preparation services or financial planning. Deals can not be used for investments, investment services, or any insurance products.

Joel was amazing as my Realtor. Coming from out of town he gave me a tour of the area and was with…read moreme every step of the way. I highly recommend Joel if you are looking for a new home.

From the owner: We help Buyers and Sellers navigate todays Real Estate market. Residential, Multi-family,…read moreCommercial and even property management.

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!