Plail Wealth Management - Buffalo (NY)

Mitzi Vanetten Very good employees

Cassie Krug Depena Gabriel is an exceptional financial advisor with over 20 years of experience. Hes a trusted mentor and a true expert in helping clients prepare for and navigate retirement. His dedication to his clients is inspiring.

Jason Bacon Very punctual, very polite, and professional. Prepared and completed our taxes in a timely manner look forward to doing business with them again.

Jeff Amos Quick and professional service, Aaron does great work.

Paul Rector Korina is awesome. She is prompt and very helpful. She is patient with me. As a business owner I am very busy and on the go, she finds time to work around my schedule. We meet monthly and go over my business finances it helps me to cut back on items that I dont need and make adjustments in other areas. She helped me when I was in a jamb. To me that says a lot. I highly recommend her to anyone who takes their finances seriously.. Great Job Korina!. Thank you