The Reinhold Group - UBS Financial Services Inc. - Buffalo (NY)

Cheryl Richardson Gray & Gray has handled our business accounting, payroll, and income taxes for the past 4 years. They are very responsive to our needs and clearly explain all accounting documents and figures. Dawn in Payroll is a pleasure to work with. She is always patient and accurate with our payroll!

Terrencio Elder What can I say, Mary Jo have been helpful for me through this process inregards of purchasing my home. She answered all my questions and concerns, what to expect when half to provide paperwork. It is was a little overwhelming because so much is required, but over-all her and her team delivered exceptionally. I would recommend Homestead to any 1st time or regularly home buyer. Great work.

Maureen Barnard I’ve tried to call several times, you state your hours are from 8:30 to 5… but no one picks up, the recording repeats itself over and over and over. My financial advisor told me he called and left a message and no one called him back. Your message center says leave a message, but your message center says, you cannot leave a message, it’s full. This is very annoying. Someone should be checking and correcting your phone message.

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

Faraz Hussaini Rahim is a highly professional Financial planner and a very knowlegable tax advisor. He is very easy to work with and also responsive and honest. I strongly recommend him for tax preparation and financial advice.

Wendy Roth I was going to Catholic Charities in Lockport on a regular basis and then all of a sudden all the counselors where leaving. Two weeks before my counselor left, she said she would talk to someone in the Albion office to she if I could transfer there. She called and the person never called her back and I called the person and it took two weeks for her to call me back. It the meantime I did get connected to another counselor but had to wait a month before I could see her. I was leary to get hooked up with Catholic Charities in Albion in case their office would close down too. I want you to know whatever is happening with funding that you put your clients at a high risk. I am going thru a crisis and I had to wait a month to see someone and then on top of that I will have to start all over again developing a new and trusting relationship with my counselor. Going thru this gives me high anxiety and I usually end up losing ground with the progress I have made. Needless to say, I will not recommend Catholic Charities to anyone I know. You just rip the carpet out from beneath us and think that some of your clients will not suffer. I just wonder what happened to all the other clients that were being seen in Lockport because there are not a lot of places to be seen in Niagara or Orleans country. I live in Medina so Lockport worked great for me. I hope this gives some of the higher ups at Catholic Charities something to think about when you make decisions that affect a lot of other peoples lives.

Emmanuel This is the most breathtaking experience I’ve been through. This is life changing. Legacy Planning solutions, teaches a wealth of knowledge on taxes, Finances and learning about financial management, which is not taught in school. I recommend this place to everyone who wants to change their lives drastically, and tremendously.

Chris Phillips I have been a client of Ed Sr for over 30 years. Now its great to not only work with Ed but now his son as well. Have always kept me in the right financial direction during my journey.