Keywords: establishment,finance,point_of_interest

Jensen Marks Langer & Vance, LLC - Buffalo (NY)

Address: 🏡 360 Delaware Ave Suite 400, Buffalo, NY 14202
Phone : +1 (716) 362-0170

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJzXjVz1ES04kRaZ5sFXWEzLA

Others Near Buffalo,NY

Jordan Wealth Management - Buffalo
Donna H: Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.
Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC - Buffalo
Merrill Lynch Wealth Management - Buffalo
JJ K: I did a roll over to a Merrill Roth IRA. They held my deposit for 2 weeks. This was a direct rollover from another Brokerage. They are doing a cash sweep which is when they put you uninvested money into an interest bearing account. This account is not in your name and Merrill is collecting interest on your money. This is being done intentionally holding your deposits longer than needed to make money on interest. I wanted to invest and now will lose dividend money for Q4. Still can make trades it’s going on 2 weeks since my deposits. They are also holding my deposits on my savings which is going on 10 days. Probably doing a cash sweep on my savings deposits. Funny how my DDA deposits show available in a couple days. This unethical cash sweep scam probably cost me thousands In dividend money for Q4 since I cannot make trades on money being held for weeks.
Pratt Collard Buck Advisory Group - Buffalo
Becca Townsend: My experience with Pratt Collard Buck has been nothing short of excellent. Colin Pratt is trustworthy, knowledgeable, and more than willing to both take the time communicating reasoning behind his investment plans as well as listen to and consider your feedback. I would highly recommend anyone who is looking for a financial advisor or professional guidance on their investments to schedule a phone call or meeting.
Hightower Advisors LLC/Hightower Buffalo - Buffalo
Morgan Stanley Financial Advisors - Buffalo
Jeremy Bates: Have had a great experience here for a long time!
Mass Mutual Financial Group - Buffalo
Wells Fargo Advisors - Williamsville
Dylan Stark: Called to ask a simple question on if they can provide me a service and was hung up on.
Scheff Liddell Wealth Group - Clarence
Matthew Bobal: Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.
Jason Klein - UBS Financial Services Inc. - Buffalo