Meredith A Webber - Financial Advisor, Ameriprise Financial Services, LLC - Johnstown (NY)

Sean Flaherty I have an account with more than one local bank but when I needed a specific signature on a form they were by far the most helpful. Another national brand bank did nothing but waste my time. Not the best interest rates but worth it for the customer service.

Anthony Bro lied to me over the phone.

Alicia Saunders Anand Financial delivers the best service in Queens. His staff is professional, fast and efficient. Covid guidelines are strictly followed and the girl in front is on top of it ! She will tell you like it is, as she should. (We are still in a pandemic and tax season is in full effect, so cool ya self.) Anand is a pleasant man and is extremely knowledgeable. Even though I had some screw ups on my taxes from payroll, Anand made me feel very comfortable by explaining and breaking down the issues. See you again in 2022 !

Drayon Johnson Ive worked with John for years. He always takes good care of me. Id recommend him to anyone looking for help with financial 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.

Edward Casazza I recently worked with Jheilyno Colon, a Mortgage Specialist from Farm Credit East and he was excellent. His knowledge around the products was strong and clearly explained the differences in various loan products.Given fairly complex circumstances, I appreciated anytime he wasnt 100% certain of an answer he communicated that and got an answer right back after he completed his due diligence. Ive often shopped for rates in the past but early on in this process I felt even if there was a slight difference in cost it was worth it to work with Jheilyno.