Ontario Shores Federal Credit Union - Lockport (NY)

Holly Reilly We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

Karen Romano Unprofessional. Terminated insurance without notifying me. My employer switched companies and he dropped all the employees coverage without notifying my employer nor did he notify any of the employees directly about this. Would not recommend him to anyone. Poor communication

Cristina Crawford The website says open 24 hours. But common sense tells you it is pertaining to the ATM. Never had an issue with this bank location.

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Terry Tudor Beautiful campus, and it seems like a great school. Surrounding areas ausome!

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.