I really enjoy the classes they offer (which are all free!). The staff from Mass Mutual/The Establishment 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 read more

The Establishment by Mass Mutual - Financial Advising Near Me - Buffalo, New York

I've been trying to find things to do after work, where I can stay home and still be social during COVID-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. read more

So the question I repeatedly asked myself - is all of this free?! This was a fantastic experience starting with the customer service when I first walked in, the bartender and the class itself. So, there's free appetizers and drinks. The pizza - fantastic. I'm thinking about driving to Williamsville once a month for Giancarlo's. It's that good. The bar? You can choose from different wines, beer and nonalcoholic beverages and trust, they don't skimp. Our cocktail class was informative, funny and actually pretty useful for folks who don't have experience. And I didn't expect to learn as much as I did with the financial literacy. Seriously, the information I learned today has made me schedule an appointment with my advisor to possibly make some changes. This event was fantastic and I highly recommend trying it out. read more

The Establishment by Mass Mutual - Here are the cocktails we're trying tonight. - Financial Advising Near Me - Buffalo, New York

Great place that offers financial classes and other helpful informational courses for free!! Bar tenders serve you drinks , free appetizers.. well increasing your knowledge for the future. Be sure to check out the website for information on upcoming classes. read more

Great concept. Knowledgeable and professional advisors. Worth attending if you're a young professional.