Level Financial Advisors - East Amherst (NY)

Ashlee Have used for a few years. Highly recommend.

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

Barbara Letherland Our loan officer, Ann made it a very easy, pleasant process. Always there to help with any questions and/or advice. First credit corp is definitely for the consumer.

Lisa Aiello Our company made the decision to switch out accounts over to Pioneer Bank after a virtually non existent relationship with our current bank. Christina has been such a pleasure to work with, and from the start, she has gone out of her way to provide us with amazing service. She has been invaluable with helping us navigate the SBA resources available during this crisis, and has worked hard to make sure our business has the resources that it needs. We couldnt be happier with Pioneer!

Katherine Great location. Friendly staff and workers. I am able to get in, do what I got to do, and get out. Ive never waited more than 10 mins here, which is awesome. Thank you!

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Raymond Lewis One of the Best credit union ever! They were knowledgeable in all aspects,Pertaining to All Different types of accounts. Will be back soon with my information to open my account. Thanks Sophia.