Edward Jones - Financial Advisor: Ken Fisher - Lockport (NY)

Maria Tinoco This Insurance agent and office staff are phenomenal. They are professional, attended to my needs for my vehicle, and explained what I was covered for on my auto insurance. Yes I will refer them to family and friends ⭐️⭐️⭐️⭐️⭐️

Nelson m Lopez Quinn I give a 5 to the person who puts up this bank. Its a shame its not permanent. They rotate it. He is the young Steve of Salvadoran origin. An employee. Efficient that attracts customers for its kindness and helpfulness

Emmanuel This is the most breathtaking experience I’ve been through. This is life changing. Legacy Planning solutions, teaches a wealth of knowledge on taxes, Finances and learning about financial management, which is not taught in school. I recommend this place to everyone who wants to change their lives drastically, and tremendously.

Yetunde I recently closed on a HELOC and I must say the experience was seamless thanks to the assistance of the branch manager, Ellen Brooks. Ellen is truly amazing! From her expertise, kind personality, and attentiveness, I knew I was in good hands. You can tell she is genuinely passionate about her work and providing exceptional customer service. I had a lot of questions during the process and Ellen put me at ease by answering every single one and making sure I truly understood the response. This branch is very welcoming and the team is just as amazing.

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.