Haven Financial Planning - Williamsville (NY)

Paul Adams Great service! Super friendly and helpful. Best rates in town!

Linda Carreno I’ve been working with The DeMinno CPA Firm for years, and they consistently provide outstanding service. The team is knowledgeable, responsive, and always goes the extra mile to ensure my financial needs are met. They make complex tax and accounting matters easy to understand and are always proactive with solutions. Highly recommend them to anyone in need of reliable, expert financial advice!

Dixie L Woodworth This is my second loan and I have had nothing but excellent service from them. They are always courteous and work with me to make sure my financial needs are met with an excellent option for repayment with autodraft so as not to miss a payment. Excellent customer service.

Stephanie Vidal I’ve been a client for almost 10 years and each time had a great experience. Mr. Waters is extremely knowledgeable and is helpful with any questions I have at all times. I highly recommend using them for your tax needs!

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!