Williamsville, NY Financial Planner

Great experience. Brian made the Medicare process very easy. Thank you

My advisor left a month after I started working with him and they never assigned anyone to my account. I have been calling trying to initiate a transfer to a different co ... more

Brandon is an awesome advisor. He has helped my money grow so I can retire comfortably. He is not pushy or forceful. I had a previous adviser who told me I needed to cal ... more

Very friendly and nothing but realistic. Nothing but factual and helpful from my experience. I met with Jake and I am very comfortable with his help in making some very i ... more

We have been clients of Anthony Baldi and Associates since 1998. Their guidance and service are extraordinary. They fully explain their recommendations and always allow y ... more

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Boy what a bunch of scammers. They're more interested in getting a quick fast commissions yourlong-term investment growth.. they put me in a bunch of mutual funds then I ... more

Abbey is a Professional who truly cares about your financial well-being. Her guidance & attention is the best we've had with any Financial Advisor.

Katie and the Haven Financial team are incredible to work with and always come to the table with heart.

I would not recommend him to anyone. Claims to have clients best interests but does nothing of the sort.

My advisor was very professional and down to earth

I had an poor experience with Stephanie Ruffo of the Syracuse branch(life insurance) today. Weve had a tough time due to a death in the family and are trying to adjust ou ... more

I have been with Rob and Joe since the beginning. They have given me the tools and investment advice to building a strong nest egg!

Good advice and friendly