Keywords: establishment,finance,point_of_interest

Plail Wealth Management - Buffalo (NY)

Address: 🏡 434 Delaware Ave, Buffalo, NY 14202
Phone : +1 (716) 355-3063

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJvZLFq3gT04kR5NPj2yYbfRI

Others Near Buffalo,NY

  • Top 15 Financial Advisors in Buffalo, NY

    09-2025 Plail Wealth Management in Top 15 Financial Advisors in Buffalo, NY
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    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.
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    Morgan Stanley Financial Advisors - Buffalo
    Jeremy Bates: Have had a great experience here for a long time!
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    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.
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    Tim Smith: This company is full of classless individuals who think they are the greatest advisors in the industry. They aren’t even well known in the area for their services. The CFO is a hot head that will put your money in what he feels is a good industry (doesn’t take into your consideration). I would not recommend this financial advising firm to anyone and if you use them, I would suggest leaving before they lose your money
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