Jason Klein - UBS Financial Services Inc. - Buffalo (NY)

William Toussaint The experience at Fidelity Investments was very professional and courteous. Alexandra was diligent, knowledgeable, patient, and thorough. She took time to explain the processes involved and was invested in the client. I highly recommend Fidelity Investments based on my interaction.

Krista Wiley All the employees are very pleasant and try their best to be helpful at all times

Cassie Krug Depena Gabriel is an exceptional financial advisor with over 20 years of experience. Hes a trusted mentor and a true expert in helping clients prepare for and navigate retirement. His dedication to his clients is inspiring.

Wendy Roth I was going to Catholic Charities in Lockport on a regular basis and then all of a sudden all the counselors where leaving. Two weeks before my counselor left, she said she would talk to someone in the Albion office to she if I could transfer there. She called and the person never called her back and I called the person and it took two weeks for her to call me back. It the meantime I did get connected to another counselor but had to wait a month before I could see her. I was leary to get hooked up with Catholic Charities in Albion in case their office would close down too. I want you to know whatever is happening with funding that you put your clients at a high risk. I am going thru a crisis and I had to wait a month to see someone and then on top of that I will have to start all over again developing a new and trusting relationship with my counselor. Going thru this gives me high anxiety and I usually end up losing ground with the progress I have made. Needless to say, I will not recommend Catholic Charities to anyone I know. You just rip the carpet out from beneath us and think that some of your clients will not suffer. I just wonder what happened to all the other clients that were being seen in Lockport because there are not a lot of places to be seen in Niagara or Orleans country. I live in Medina so Lockport worked great for me. I hope this gives some of the higher ups at Catholic Charities something to think about when you make decisions that affect a lot of other peoples lives.

Roxanna Hamilton Tim does a fantastic job. He is thorough, details and always in touch. He is transparent about all fees and always available if you have questions. Also, seems to do pretty well for us.