Praxis Financial Group - Buffalo (NY)

Michael Knapp I became an advisor here because I believe in the Registered Investment Advisor (RIA) model. As a consumer, entrepreneur, and accountant, I would look for advisors that have a fiduciary responsibility with fee based compensation. Buffalo First offers that along with professionals of the highest integrity and professionalism. I have one reputation and am very particular about who I do business with. Buffalo First Wealth Management should be on your list of Financial professionals to call.

Chris Santoro Marc is great to work with! Very knowledgeable with all the products and services that he offers!

jack zito My wife and I have been clients of Randy’s for many years. He has helped us achieve financial success which brought us to a wonderful retirement. He is responsive every time I call, email or text him. His advice is always spot on. I tend to get over anxious when the market is volatile and Randy is expert at talking me off the ledge. I highly recommend him for your financial investment needs.

CHRISTOPHER V. They must have a preferred demographic to help ,because they certainly didnt help me ,one bit !! Wanted me to drive to other side of county . LOGIC - IM APPLYING FOR HELP BECAUSE I HAVE NO MORE MONEY ,STUPIDS ! COUNTY OUGHT TO FIRE ENTIRE AGENCY ,AND START OVER !! BS!

Jeannette Moore Always very efficient, personable, professional. They get the job done without fuss. Going on 25 years doing business there.

Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!

Jason My wife and I have gone to Sarah Lindsell for the last few years, for both personal and business filings. I cannot express the amount of gratitude for her communication and customer service. If you want taxes done right, and questions answers honestly and correctly, hire her as your CPA.

Emily Martin Been banking here for 20+ years...sometimes super busy...but thats because its a great place to bank...line moves quickly for the most part!