United Capital Financial Advisors - Buffalo (NY)

Will Kesecker I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!

S Potter Great group of people. Helping people who truly need help and deserve it

Jenna Dorsey I give 5 Star Bank Credit. Someone online offered to donate money to AuburnRox through cash app. They were able to then use that to get into my bank account and attempt to take money from it. 5 Star recognized this to be odd and shut it down. I’m still a bit leery of banks now, but they are always pleasant. The workers in the Auburn 5 Star bank have been nothing short of helpful and patient.

Stanley Klonowski Always a pleasure to have the ladies wait on me. Never a problem

Alper Ozturk Debbie prepared our taxes for the past four years, and the experience has been outstanding every time. The attention to detail in handling our complex taxes is truly impressive. Unlike the “free” online filing services (which werent really free in our case), her work provides a level of accuracy and expertise that gives us complete peace of mind. Knowing that everything is done correctly by a professional is absolutely priceless. Highly recommend to anyone looking for reliable and thorough tax preparation!

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.