Keywords: establishment,finance,point_of_interest

Rampart Wealth Management - Williamsville (NY)

Address: 🏡 2805 Wehrle Dr Suite 8, Williamsville, NY 14221
Phone : +1 (716) 276-3774

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJPVvwQmJ104kRJ_k0uho7igw

Others Near Williamsville,NY

TIAA Financial Services - Amherst
Eleni Jousma: Poor advice by bored corporate drones. Do not bother.
Lincoln Financial Group - Amherst
Loren McCoy: Huge lack of communication. My husband was supposed to go on fmla on Tuesday, weve been trying since Monday to get things finalized but they wont communicate well with us. 1 email from them per day, or we have trouble getting an English-speaking person on the phone who then directs us to an email... I could run this better as a sleep-deprived, one week postpartum mom.
Timberline Financial - Amherst
Shauna McIntyre: If I could leave negative stars, I would! This company is the worst. And God forbid you ask to speak to a supervisor. They will NEVER answer in call. And the 72 hours to call you back is a joke! They will document your account that they attempted but wont actually call you. This company just wants your money but wont provide you with customer service. They will continue to schedule withdrawals from your bank thousands after accounts and fees have been paid. I dont trust that they wont try to steal that extra money. You will be better off negotiating your own balances and payments with the companies you owe and actually be able to save money in the long run. The fees you pay this company end up costing you just as much as the financial balances you submit. Save your money time and respect because this company does not care about their clients, just the money that can steal from them. Global holdings will sift money from your account without documentation of what its for, beware, and watch your funds!
Bentham Wealth Advisors - Williamsville
Jennifer Nuttle: Very pleased with the financial and investment advice I have received from George at the onset of my career, and from Steve as I near retirement. They have always taken the time to explain things to me thoroughly and make me aware of my options. The story of the name is such a beautiful way to honor a loved one(s).
Buffalo Wealth Partners - Ameriprise Financial Services, LLC - Williamsville
JUDITH BEHREND: Excellent communication from Mike. Follow up top of the line-thanks Mike
Edelman Financial Engines - Amherst
Charles Roeser: These folks couldnt be nicer.
OneMain Financial - East Amherst
Jayson OKeeffe: Ive gone through them for several personal loans over the years and Ive gotta say, at the very least, the team that works at this location are amazing. TJ specifically has been a huge help on many occasions.
Goldfarb Financial - Buffalo
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Steven Hoffmannn: I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David
Thomas Youngman - Alliance Advisory Group - Buffalo
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