Financial Planners in Buffalo

“Note Advisors is a company that has your best interests in mind, whether it is life planning, retirement planning, or investing in your future. This team will guide you and/ or your business in the right direction!“

“Taunya has been amazing and a wonderful help! As a young individual, she has helped me through college, graduate school, and into my professional life. She has helped me with managing my finances, loans, as well as saving and investing money. Her guidance and feedback is always clear and compassionate. As someone who is not well versed in finances, Taunya has made each step easy to understand and always puts her clients best intentions first. Taunya is someone who you will not only appreciate working with, but enjoy as well!! I highly recommend working with her!“

“Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.“

“Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.“