5 /5 Brad Berry: I am always very satisfied. Knowable and customer service. The best.
5 /5 Alexandra Aronson: My experience was amazing! I felt comfortable the minute I walked in. Celeste was very accommodating and helpful. Matt was great! He really gave me the guidance I needed for the path on creating generational wealth. Looking forward to working with Buffalo Financial in the future.
5 /5 Melissa Sacco: 10+ years of working with Buffalo Financial and we are so impressed with their ability to handle the complexity of our family needs. Their team goes above and beyond to ensure we feel comfortable in changing economic climates, and as they continue to expand their team with exceptional advisors and staff we overly pleased with our portfolio growth. HIGHLY recommend!
5 /5 Katrena Avent: Offering sound advice and knowledge in the financial realm whether it is for investing or planning. Jacob made time for me and my husband to gain a clearer understanding of investing; not just seeking our money. This business earned my trust with personal and business financial needs. I highly recommend Jacob at Buffalo financial to my family friends and employees for any of their financial investing and retirement needs.
5 /5 Michelle Wood: I recently switched to Buffalo Financial and my experience has been excellent! Jacob Wood is extremely knowledgeable and really explained things to us so we understand! Highly recommend!
Ryan Wright This is where I bank. Super fast, twenty-five dollar minimum to keep account, offer secured credit cards for those trying to establish credit. Also the ladies that work here are always super friendly and knowlegable about any questions you may have. I feel this is one of the best credit unions around, and are great if you like to avoid all the hidden scams of big banks taking your money.
Gregory Thornton I had Phil Provenzano help me several times with getting setup with a plan through N Y State of Health and he was very knowledgeable and helpful, trying to get help from NY State is frustrating and difficult but he made it easy and looked out for my best interest, I would recommend him to anyone, definitely the best place you could go for help, the best of the best !
Mark DePerrior This firms tax expertise is fantastic. They are very meticulous in the prepartion and review of tax returns. The audits are excellent. The workpapers are very well regarded by the IRS and NY tax authorities.
Tom Schimmerling I began using Mr. Kelley and his wonderful staff when my long time CPA passed away unexpectedly. They do a terrific job. I highly recommend Creative Tax Planning.
Kevin Terry Had a very good experience. Was in and out relatively quickly. A gentleman named Xavier helped me through the process over the phone then shortly after in person. I left with all my questions answered, and confident I had the best plan selected for me. Would 100% recommend this location
