Plail Wealth Management - Buffalo (NY)

Carmen Bonne-Annee This has been my bank since they opened in Lake Katrine in 2009. I have needed their services multiple times from making a simple deposit or withdrawal to getting information on CDs and other loans. I have never been disappointed with the branch. Their dedication and professionalism has been their standards. Thank you for coming to our community and changing how banking is done! :)

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Jo Ann G David has been doing my taxes for years. So much better than trying to do them myself.

Kevan Baszczewski Choosing the right company for pre-settlement funding is difficult so I hope I can make it easier for you. Jessica and Wanita, with their excellent customer service, have proven that High Rise Financial is a smart choice as they provided personalized service with sort of a hometown feel. This company is a solid, prudent choice.

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.