Keywords: establishment,finance,point_of_interest

Note Advisors, LLC - Buffalo (NY)

Address: 🏡 50 Lakefront Blvd, Buffalo, NY 14202

Phone : +1 (716) 256-1682

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJE9AhPE0b04kRQGdOp-eLqiU

Where is Note Advisors, LLC 🏡?
50 Lakefront Blvd, Buffalo, NY 14202
What is the phone number Note Advisors, LLC 📱?
(716) 256-1682
What Clients Are Saying about Note Advisors, LLC (on GG)

5 /5 john patti: Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.

5 /5 Roger Firestien: In working with Tom Waring, Christina Matheau and Shawn Glogowski I am confident that I am on the way to a positive and transformative stage of my life as I enter retirement. I would give them 10 stars if I could. Great People. Great approach! Thank you Note Advisors!

5 /5 Christina Abt: Meeting with Shawn and Note Advisors is a collaborative experience---a partnership based on helping to plan my best life. For anyone looking to make the best life choices Note Advisors is the best.

5 /5 Lesley Dallas: Shawn offers high personalized and professional assessment of accounts and opportunities for growth. Easy to maintain contact with regular meetings via Zoom.

5 /5 Chelsea Haines: 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.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJE9AhPE0b04kRQGdOp-eLqiU

Others Near Buffalo,NY

Excelsior Financial - Buffalo

Kevin W: Skilled, experienced and successful financial advisor group that does an extraordinary job for its clients. Outstanding services and first class client treatment!

Ocean Wealth Group - Williamsville

Daniel Ramsey: I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

The Walsh Group of Raymond James - Buffalo

Ahmed Albakri: Good financial services

RBC Wealth Management Branch - Buffalo, NY - Williamsville

Debi Johnson: Good advice and friendly

LJW Wealth Management Of Raymond James - Buffalo

Noble Wealth Partners - Buffalo

Sanderson Wealth Management, LLC. - Buffalo

Zack Schneider: I recently had the opportunity to work with Sanderson Wealth Management, and I have been thoroughly impressed with their services. Founded in 2001 by John Sanderson, the firm has a rich history and a strong foundation in serving high-net-worth individuals and families. John Sandersons extensive experience, including his time at Ernst & Young, is evident in the firms approach to addressing sophisticated financial needs. From the moment I engaged with Sanderson Wealth Management, I felt confident in their expertise. They operate on a fee-only investment philosophy, ensuring that their advice is always in my best interest. This transparency and dedication to fiduciary standards are what initially drew me to them. Under the leadership of Justin Sanderson, the firm has continued to thrive. Justin, who took over as CEO and rebranded the firm in 2011, has been a pivotal figure in expanding their digital infrastructure and maintaining a high adviser retention rate. His commitment to innovation and client satisfaction is palpable. The range of services they offer is comprehensive and tailored to my unique needs. From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases. The personalized approach they take, with a small but dedicated team of professionals, ensures that I receive the attention and expertise necessary to manage my wealth effectively. What stands out most is their commitment to the Buffalo community. Despite their growth, they have maintained their headquarters in Buffalo and continue to support local cultural institutions. This local focus resonates with me and adds a personal touch to their professional services. Overall, my experience with Sanderson Wealth Management has been exceptional. Their expertise, personalized service, and dedication to fiduciary principles make them a standout choice for anyone seeking comprehensive wealth management services. If youre looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.

Jensen Marks Langer & Vance, LLC - Buffalo

Theresa Dearie: We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance. Langer is a highly knowledgeable wealth manager we know we can trust.

Plail Wealth Management - Buffalo

Thomas Zimmerman: Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.

United Capital Financial Advisors - Buffalo