Excelsior Financial - Buffalo (NY)

Colleen Hiam Excellent to work with. Very knowledgeable and communicates well. Very responsive. We have been working with Level for several years and would highly recommend them.

matthew french Professional

Anne Burns Thomas My husband and I have different levels of financial knowledge and interest in planning, which often made for difficult conversations. Working with Paul and his team has helped us to be on the same page, working through our assumptions and agreeing on directions forward. Although Paul isnt a counselor, the straightforward way that he has approached building our knowledge base and supporting our decision making has had a very positive effect on our financial conversations. I strongly recommend working with LRA.

R Etheridge Such a great group of people

Arsel Kalu I was assisted very carefully and well. Chris did an amazing job handling and solving my issues. Give this man a raise:)

Peter Lupkowski Helpful and full service credit union. They have recently added a free coin counter for member use. Drive through on Hart St and an ATM in the hospital.

sandy tzul Responsible company and very friendly staff, especially Mr. Alan.