Keywords: establishment,finance,point_of_interest

Merrill Lynch Wealth Management - Buffalo (NY)

Address: 🏡 50 Fountain Plz #1100, Buffalo, NY 14202
Phone : +1 (716) 849-2121

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJSwmoMk8S04kRffF1zHSduEY

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    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.
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    Connor Tucker: I have used Justin for a while now, he is very professional to deal with. I would recommend him to anyone seeking financial assistance. He always answers my questions and gets back to me in a timely manner.
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    julie hoefer: Im from a blue collar girl. We dream of even NEEDING a place like this! Anyhow- my middle class family has fallen in deep respect with Shaun at Sgroi. The crew that greets you as you enter or call with questions is incredibly welcoming and kind. These people are knowledgeable and honest and make me feel at ease every time we talk......
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