Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - Lockport (NY)

Elizabeth B. Cotton This is a credit union for those who keep calling it a bank. Yes, there are differences. In any case, this is a great place to do business and they are always professional and polite. I have been a member for nearly 25 years and rarely a problem they cant take care of.

Donna H Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.

C An overall professional and friendly experience. Mark and his staff are friendly and I was able to simply bring in my forms and sign a few papers during a single ~10 minute appointment. I received my return as a direct deposit and it came very quickly which was very convenient!

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.

Tracy Reynolds They were extremely helpful in my planning for retirement and future. I also loved the beautiful flowers at the entrance and the woodwork inside. I definitely recommend their service

gloria seiler Weve known Mike Minter for several years. He set us up with a Variable Universal Life Insurance policy a long time ago around 15 years ago. That ended up being one of if not the best financial decisions we have ever made. Because of the loan feature we saved over $350 a month transferring some higher debt loans like private educational loans (that received no tax or government benefit). We are so glad that we have a policy set-up for our three year old daughter and will set another one up for our next daughter coming soon!