Expertcapitalinvestment - Delhi (NY)

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.

L. Derring Am grateful to Cuddy and Ward for everything. I would highly recommend them.

Colville Outfitters There isnt a better bank in the WNY region that CCB. I am dealing with them on a loan and their people are second to none. If your looking for financing dont miss out on checking with this incredible group of individuals. They really care about the community and the people who live there. I went through many banks before finding CCB and I am so glad I was pushed into that direction by a friend. I never received this sort of attention from M&T bank who I have been banking with for 30 years. Do yourself a favor and check with this bank for all your lending needs.

S.M Burke Renay was a little rude when discussing preapproval.

Nicholas Pazienza Very personable, responsive and knowledgeable. A great resource for financial planning and wealth building.