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.

I had a great experience using LW Integrity Funding as my mortgage broker. The entire process was…read moreseamless; the representatives were easy to contact and patiently answered all of my questions. I can recommend them without reservation.

I used LW Integrity Funding for my home refinance and the entire process was wonderful! They are a…read morelocal agency so, I could contact them directly to get any concerns addressed. (I will never use a big bank for mortgage needs again!) I recently had lost some information regarding insurance and they took time out to reopen my file and send me the policy. Personal, professional and at a great rate! Highly recommended!

If you need a financial planner this is the place to go. Everyone is very professional and…read morehelpful. They can help you with anything from stock options to retirement planning.

My adviser is Stella Fey and I can't say enough great things about her. She has helped me to…read moreunderstand my feelings about money and motivated me to start seriously planning my financial future. Stella has guided me through some very important decisions I needed to make regarding my efforts (or lack thereof) in how I wanted to prepare for emergencies that happen in the now and what I planned to do for when I retired and everything in between. She was able to take a look at all of my fiances and help me to see the benefit of paying myself first. A valuable idea I wish I had accepted earlier on! I know this is a good idea for anyone who wants to ensure they have a secure financial future.

Working with Rohn Pierce for Financial and Chris Moody for Health Insurance has been a wonderful…read moreexperience. I feel I am teamed up with experts that are making my life so much easier. They've taken away the day to day wonder of what do I do now. I highly recommend the Financial Guys to guide, educate, and collaborate on decisions for a healthy, wealthy life.

From the owner: The Financial Guys® in Buffalo are Western New York's Most Trusted Advisors. Swing by our office to…read morevisit The Financial Guys® and let our financial advisors help you plan your financial future! Your One-Stop Financial Shop

Mike was excellent. He made a stuffy conversation feel easy and comfortable. I feel like we are in…read moregood hands with him.

From the owner: Clarity Advisors, LLC is an independent Registered Investment Advisor (RIA) in NYS, led by Michael…read moreBrady, CEPA. We help business owners and pre-retirees make confident financial decisions through Right-Sized Planning. Services include: • Comprehensive Financial Planning • Investment Management • Exit & Business Valuation Planning • Retirement Income Strategies • Estate & Legacy Planning • Tax-Efficient Wealth Strategies Meet with us: • Remote • In-person at your business or home • At our Downtown Buffalo office

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!

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.

Landmark is an outstanding firm. The advisors and staff are thoughtful, principled, and…read moreprofessional. They treat each client with respect, and give careful consideration to each client's goals and plans for their future. Could not recommend them more. 10/10.

LANDMARK WEALTH MANAGEMENT REVIEW: We researched several…read morefirms for our wealth management and estate planning. Landmark Wealth Management, which had been recommended by a trusted friend, was one of them. After days of preparation and subsequent submission of pages and pages of answers to questions, we were told that that our assets didn't fit their "business model" No problem, we wound up with a highly reputable firm that gave no such negative feedback. No big shakes, we went on about our business. But then here is the insult resulting in this review: We just found out, from the friend who recommended them, and remains one of their current clients, that when Landmark thanked them for the recommendation , they additionally shared our financial situation with and provided the reason for them saying we were "not a fit." The sharing of our financial situation, no matter how specific or nonspecific it might have been, is highly unethical and unprofessional. Their behavior goes against their very own "Mission and Values" as stated on their website: Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession. We recommend thinking twice before engaging this firm in any possible management of your wealth, no matter how large or small.