Planned Futures Financial Group, LLC - Buffalo (NY)

ed biehayn Great financial advisers

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

Leland Midgette So glad that we asked Janet to undertake our mortgage refinance! She is experienced, highly professional, painstaking, and by no means least, an excellent and timely communicator. Janet took on our case as COVID-19 was launching itself in NYS and guided us through the mortgage labyrinth with great assurance despite the handicaps the pandemic created. We have no hesitation in recommending her services - and Alexs. Leland Midgette and Joe Ahern, Hudson.

Ray Black Highly recommend Gary!