Carroll Financial Services Inc - Buffalo (NY)

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.

Gabrielle GottiKash Amazing service complete help with I didnt understand

Grant Russell This team of pros really exceeded our expectations

Klim Kavall Financial advice, retirement assistance, and other forms of wealth management all under one roof! Steve and Alex are awesome!

Matt Anderson I had a client with lingering tax debt. My agent was respectful and very helpful with getting the balance due and informing me on how we pay the IRS directly on balances due like this. Did not wait on hold very long; I greatly appreciated the help they provided.

Anita Martin Meghan is so intelligent and financially savvy. I trust her and her suggestions. She has never steered me wrong and her friendliness is a huge plus.

Frank Wisniewski They were very helpful for my needs

John Thor Does anybody even work there no one answers the phones you get the one nice lady that is at the reception desk shes been there for years but when you try and talk to one of your caseworkers no one calls you back no matter how many times too small of a town too much elbow rubbing too much favoritism and just reading the other comments Im not alone Shannon Ward does not pick up the phone for anything got to love liberal New York