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9AM - 4PM
8600 Transit Rd # 400, East Amherst9AM - 5PM
5635 Harris Hill Rd Suite 1, Williamsville“I have been with Rob and Joe since the beginning. They have given me the tools and investment advice to building a strong nest egg!“
9AM - 6PM
4476 Main St Suite 204-C, Amherst“I cannot recommend Julianne Lepo enough!! She is so knowledgeable and thorough in her financial planning and analysis. Julianne has assisted me professionally in my mediation matters and personally on my own investments. I have recommended Julianne to my clients because I have so much confidence in her skills and first hand experience. Julianne is very responsive and passionate about what she does- you can see that she enjoys educating her clients on how to succeed financially.“
9AM - 5PM
4444 Main St, Buffalo“Mike Minter has been my financial advisor for over 10 years,and throughout this time I have received a very helpful service which has been tailored to my family’s needs. I know nothing of financial matters and would be lost without someone to guide and advise me. Mike is someone I trust absolutely. I know him to be ethical which is important to me, and capable. He is easily approachable, explains things in a way that even I can understand, and allows me to ask any question however obvious or basic.He is reliable and efficient and I would highly recommend him.“
8AM - 4PM
3635 Genesee St, Buffalo“Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
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