Note Advisors, LLC - Buffalo (NY)

Rebecca Odoardi We had an outstanding experience working with Joel Bartlettte at Launch Financial. From start to finish, Joel made the entire loan process smooth, and incredibly efficient. He was always available to answer questions, kept us informed every step of the way, and took the time to explain everything clearly. It’s rare to find someone so professional, knowledgeable, and genuinely committed to helping clients succeed.

qflqjrdm I have been a client of Monarch Wealth for more than eight years. During that time, they have always been quick to respond to my inquires and done an excellent job of managing my accounts. I appreciate the fact that they a locally based and that I talk to the same individual whenever I contact them. Finally, they have handled my account with the highest degree of professionalism.

Lugene Duso Tony Dannibale, NBT Bank, 1125, State RTE 222, Cortland, NY AVP, Retail Market Manager, was a true pleasure to work with and went above and beyond in helping me during the covid lockdown. I would highly recommend his branch to anyone that is looking for a personal contact that will get the job done!

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.

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.