“Annual meeting with Shawn,as always he always listens to our concerns,answers our questions.It is professional,but also casual and friendly.We always look forward to our meeting and also come away feeling comfortable with our investments in Shawn's hands.Also a bonus, got to spend a few moments with To Waring Jr.a long time friend.“
“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.“
8:30AM - 4:30PM
600 Delaware Ave, Buffalo
Financial Planners
“They are very diligent with their work and are helpful with helping you with your financial needs“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“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!“