The Establishment - Buffalo (NY)

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!

Dee Eti I worked with Sixto in the past and was very pleased with investment that he set up on my behalf. The investment continues to grow to this day. Sixto is very professional, good communicator and detailed with explains everything to me.

Patty Huss Good morning. Today july16 I visited my credit union in Goshen ny to review my accounts. As always,Karolina, the branch manager, helped weight my options. She is very professional and has an easy way about her. l walked out today very satisfied.

Dan Quinn Chip is very knowledgeable and will guide you through the investing and wealth management process in simple and easy to understand terms. Chip and his team are thorough, professional and responsive. Highly recommended RIA.

Bonnie Lant I had a great, no stress and very pleasant experience! It has been great to help my grandson to get his first truck! Because of people like you I was able to make Keith very happy!

Regina Hadley P & M accounting has restructured the its Office with personnel having professional tax processing knowledge & experience. We were pleasantly greeted upon entry and our wait time was within reason. As always, we are thankful for their dedicated service to their clients.

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David

Craig Zachary Been trying to liquidate an account since November 22nd, 2017 after I received notice it would roll into an IRA. Company hasnt been able to deliver to address on profile originally, updated address on 12/28/17 after multiple failures getting to my address. Now its 1/11/18 and I had to call once again to figure out why I havent received payment. Gentleman on the phone had an attitude with me when I got annoyed that despite documentation sent to them to change my address - they still sent it to the old address. We will be going almost two months without receiving anything. I am glad I do not have to utilize this company for investment options anymore.

k stran Worst bank ever. Do yourself a favor and choose literally any other bank. You go in, the customer service sucks. The hours for this place suck. On top of that, there have been way too many instances where we have absolutely 0 access to our bank accounts. No way to login online, call and they can’t give you any information, NOTHING. Currently unable to look at my account to see anything AGAIN. What kind of janky old system are you people using?? On top of their extremely silly rules they have, their dumb hours, no after hours help, not being able to have access to our account on 10+ occasions over the past couple of year (not at all Exaggerating). It’s quite laughable that you are able to build a brand new bank 5 miles from the one you already got but unable to upgrade to a system that actually works. As I said before, steer clear of this place. Not worth the hassle at all. Also gotta love all their generic responses to complaints in the past year but absolutely 0 effort made on fixing the same ongoing problem. Hope this place goes under and quickly