Planned Futures Financial Group, LLC - Buffalo (NY)

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris

Bromleys Mom The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the clients own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.

Marco Greico Ivy Financial Group is truly one of the best in the business. Michael puts his clients first always. He treats his clients with the utmost respect and is very approachable. His strong ability to communicate and high level of professionalism make him easy to trust and puts you at ease. Highly recommend!

Jayson OKeeffe Ive gone through them for several personal loans over the years and Ive gotta say, at the very least, the team that works at this location are amazing. TJ specifically has been a huge help on many occasions.

Khaled alkaawani I Usually skip at least one or two branches on my way to get to this branch every time I need to go to the bank. Never have a problem in this place unlike Fordham Rd branch or the one on 233rd st & White Plains Rd. Even though its a small place in a busy and crowded area, yet they have the best staff. Friendly and everything is always smooth and convenient. And Im also going there in the Morning :)