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

Jim Daily Been with them,Kim and Roger previously , over 40 years

Josh Garcia Spring Bank changed the community and its members forever. Such a brave thing for a Bank to open in such an area and they provided services, facilitated Non-Profit services, educated the community and its kids in finance and provided loans and services to underserved Bronx Businesses. Cheers to the Founders, Investors and Employees that took it from launch to where it is today. Congrats!

Marc Goodman Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.

Scott Carroll They are all awesome there. I bank at the main location and a convenience location. Both are filled with helpful friendly people

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!