Keystone Financial Advisors - White Plains (NY)

Jenny K. I was so unhappy with Apple Bank until I found Miriam Aidoo at the New City Branch. I travel alot and personal customer service is important to me. I am so grateful to have Miriam to work with.

Arielle Dawson This place needs to be investigated by the feds ASAP since they are handling people’s packages. 1. Rude customer service. Did not take the time to listen to what I needed and got my Tracking number wrong. 2. Was told my package wasn’t there when it was. 3. Hung up on over the phone several times if they did not have an answer for me or frustrated by doing their job. 4. Purposely ignore phone calls instead of resolving the issue Please avoid this place at all cost. They are horrible at doing their jobs!!!

Estelle McCumber Nice to do business with

Samuel Munier Im from out of state without an account and they were kind of enough to help me with some basic financial services. Cheers to this team!

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

Michael Knapp I became an advisor here because I believe in the Registered Investment Advisor (RIA) model. As a consumer, entrepreneur, and accountant, I would look for advisors that have a fiduciary responsibility with fee based compensation. Buffalo First offers that along with professionals of the highest integrity and professionalism. I have one reputation and am very particular about who I do business with. Buffalo First Wealth Management should be on your list of Financial professionals to call.