Best Financial Advisors in Cheektowaga, NY

“I was a bit confused about my retirement path/accounts and they answered all my questions thoroughly and put me on a path that I am incredibly happy with.”

“No talk”

“Their services encompass a range of areas such as tax-minimizing strategies, proactive business planning, financial services, forensic accounting specializing in the valuation of closely held businesses, litigation support, and nonprofit technology s...”

“She extended some of, if not, the best customer service I've experienced, and I'm so grateful to have had her as a point of contact for my settlement matters.”

“I recently closed out the last of the account to consolidate it with some others, and Julie and her team were so helpful, and followed up with all the details very quickly.”

“She made moving my 401k from my previous employer quick and simple, and has helped me create a plan for maximizing my retirement savings going forward.”

“For any of your investment-retirement needs.”

“Fantastic service !”

“I had a 7 o'clock appointment and I was unsure whether I wanted to file separate or married with my spouse, she took the time to go through every aspect of our return to decide together what was the best option for our family.”

“Exceptional attention to clients needs and questions on a variety of investment options.”

“I am sure that I'm one of the smallest portfolios she deals with, but it's proof that her professionalism and excellent service extends to every size portfolio and every age client.”

“Ken took the time to sit down with me and really get to know me and my situation and got me the largest refund I have ever received… and the fastest!”

“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.”

“He took the time on a holiday to meet with me in person and to thoroughly understand my financial situation and long-term goals, and then developed a comprehensive strategy to help me achieve them.”

“I'll been using the services of the people, today at the group, since 2011, they are always on top of dates and date lines, happy to recommend them , my two oldest children already using there services .”

“Life insurance is an extremely important risk management tool, especially for young families. In our view, life insurance can offer tremendous protection for your loved ones at a relatively low cost. At Glownia Financial Group, we can teach you about...”

“Although the impact of the Change Healthcare cyber attack is still being understood it is clear its impact is far reaching. As such, it is imperative that healthcare providers mobilize quickly to minimize the impact to their organization and patients...”

“We set the bar on ethics. As a fiduciary, when it comes to taking care of your finances, now and for the future, you need the best. After all, you've worked hard for your money, and making it work hard for you means having a professional on your side...”

“Great financial planner”