Brighton Securities - Lockport (NY)

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

Sheila Brown I’ve been using Mr.Miller each year for well over ten years now. His knowledge and expertise is amazing. What’s even more gratifying is no matter when I call him and may need info regarding a pass year or so he is available . This is a business of high integrity and professionalism. I highly recommend. Sheila Beecham Brown

Karin Scott Bowers & Co. were extremely helpful in our PPP application process. We are a small non-profit with limited in-house resources, and so appreciated this assistance very much. We always felt they were right on top of things, and were instrumental in our success in obtaining these funds. They also had excellent follow-up and responsiveness. In addition, they hosted informative webinars on developing guidance. We felt very fortunate to have a long-standing association with this respected CPA firm.

Josh I met Danny many years ago, helped me out of a tough situation and set me on the right path. His guidance and advice has been invaluable ever since recommend working with him in anyway possible!

Carly Katz-Hackman Have really had an amazing experience so far in my almost two years with BKFi. They are 1. Awesome humans, and 2. Really understand where my family wants to go with our finances and has done so much to help us get there. My pet peeve is leaving money on the table, and they ensure that its all in my pocket and the table is wiped clean. And we have fun while were at it! Nothing but great things to say!

Christopher Roberts Very good

Steve51 This company gets it! Tammy (branch manager) has provided my family with outstanding coverage and service for many years. Insurance is protection for the unknown. That’s what we receive at a competitive price.

Renee Barmada Matt at Edward Jones has been exceptional in managing our financial needs. He takes the time to listen, understand our goals, and offer personalized strategies that fit our situation. His knowledge and clear communication give us confidence in our financial future. What stands out is his dedication to keeping us informed and his proactive approach. Whether it’s retirement planning or investment advice, we feel secure knowing we’re in great hands. Highly recommend Matt for anyone seeking a reliable and thoughtful financial advisor.

Serge Ive been a client for years, Allen and D have been extremely helpful and accommodating. Would definitely recommend if youre shopping around for a planner.