Financial Planners in Buffalo

“We’ve just had a call with Shawn and Colten. They continue to be good listeners and advisors as we transition to retirement.“

“Taunya has been amazing and a wonderful help! As a young individual, she has helped me through college, graduate school, and into my professional life. She has helped me with managing my finances, loans, as well as saving and investing money. Her guidance and feedback is always clear and compassionate. As someone who is not well versed in finances, Taunya has made each step easy to understand and always puts her clients best intentions first. Taunya is someone who you will not only appreciate working with, but enjoy as well!! I highly recommend working with her!“

“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.“

“They are very diligent with their work and are helpful with helping you with your financial needs“