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Recent Finance Advising Reviews in Niagara Falls

  • A
    M & T Bank - Buffalo
    I had a very nice lady there and she was the head director of the bank. She was very nice and helpful. She gave me all the information I wanted to know. I didn't have to wait at all when I was there. I would continue to go to them.
    - Marilyn T.
  • A
    Moldenhauer & Associates
    I like everything about them.  They have given us great financial advice and they help us with our retirement planning and some funds.  The cost for their services for me is embedded in the products that I purchased; I don’t pay any extra fees.  I don’t know what exactly it costs, but for what it costs, I have a lot of assistance from them. 
    - Jim F.
  • A
    Ameriprise Financial Services, Inc.
    We’ve been using him for 9 years. He is extremely professional. He is still doing an extremely good job of recommending things that we do not trust. He help us in terms of making sure we had the right kind of private insurance as well as going out of retirement portfolio.
    - Wolf W.
  • A
    Whiterock Financial LLC
    White Rock Financial is very good. His name is Dawson White. I would recommend him. He does a good job. I have a personal relationship with him.
    - Fred H.
  • A
    This man is a top-notch investment adviser. We have full confidence in him and in Ameriprise. We've been going to him for 2 years now and will continue to do so. He is very good at assessing risks and makes very educated suggestions for our portfolio. I hold him in high regard.
    - W M.
  • F
    Ogorek Wealth Management LLC
    Without discussing it with me, Ogorek wealth management sold my entire stock portfolio at a capital loss of over $300,000.00, over a six-month period.. I never asked them to sell during that time.    I did not receive a satisfactory outcome.
    - IZABEL B.
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Financial Advisors in Niagara Falls

Companies below are listed in alphabetical order.

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