North Woods Wealth Management LLC - Buffalo (NY)

Joan Pott Had a very smooth and painless transaction filing a fraud dispute for unauthorized charges made on my debit card, and then closing my checking account and opening a new one. Mark Hulbert was professional, calm, and reassuring!

Patricia Roberts I spoke with Nancy today and she was kind, efficient and processed my payment without complications. She was the nicest bill collector I have ever spoke to. Thank you Nancy!

Chris Phillips I have been a client of Ed Sr for over 30 years. Now its great to not only work with Ed but now his son as well. Have always kept me in the right financial direction during my journey.

Carly Katz-Hackman Have really had an amazing experience so far in my almost two years with BKFi. They are 1. Awesome humans, and 2. Really understand where my family wants to go with our finances and has done so much to help us get there. My pet peeve is leaving money on the table, and they ensure that its all in my pocket and the table is wiped clean. And we have fun while were at it! Nothing but great things to say!