Reviews for Note Advisors, LLC
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 4.6/5
Note Advisors, LLC
50 Lakefront Blvd, Buffalo
Directions Appointment Call Website Suggest an Edit
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.
Christine at Note Advisors is LOVELY. I worked with her for 6 months of Wealth Coaching, and I was blown away by the depth of insight and tools for exploration she provided to help me understand my relationship with money. In completing the program, I feel more comfortable with money, empowered to take control of my finances, and I see (and understand) the intimacy between money and my sense of self. Could not recommend this more.
Shawn and team have been amazing to work with! Very patient, explanatory, and helpful. Great overall knowledge and they're not here to sell you anything. Would recommend to anyone!