Eudaimonia Wealth is one of the best financial services located in Buffalo. They specialize in working with families seeking guidance as they prepare for and transition into retirement. They exist to help people live more prosperous, more intentional lives by making the most of their money. Their purpose is to help families gain the financial clarity and confidence to focus their time and energy on the things in life they value most. They deliver the greatest value when working with families whose financial situations match their expertise in tax-efficient retirement planning. They create a straightforward process to make sure you know what you're getting into each step of the way. Contact them to schedule a call.
Best Financial Services in Buffalo
Handpicked Top 3 Financial Services in Buffalo, NY. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
EUDAIMONIA WEALTH REVIEWS
Brett was very professional and he was very focused on my financial needs. He's a great listener and explains everything clearly. He is, of course, non-commissioned, so he has YOUR best interests in mind. I would highly recommend him to anybody.
It was refreshing to work with Brett, a True professional. Brett explained everything clearly. He provided many options, I would highly recommend Brett to anyone interested in their financial well being.
Brett took the time to listen, and worked to understand what my wife and I needed, both financially and personally. He has my trust. Highly recommended.
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Goldfarb Financial is located in Ellicott Square Building, Buffalo. The company focus on wealth management. The firm believes in a more focused pursuit of success personalized to every client and works towards an impactful and sustainable future. At Goldfarb Financial, their team helps flesh out the details of your succession plan to build confidence at the end of your business. They strive to offer their clients investment options and portfolios that match their values. Their approach helps you align your retirement plan with your personal goals and values. They also serve in New Orleans.
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GOLDFARB FINANCIAL REVIEWS
I would recommend Goldfarb Financial to New Orleans residents who are looking for socially responsible wealth management. Goldfarb supports companies who are focused on making the world a better place AND being highly profitable. Jeffrey Goldfarb is incredibly personable, has excellent communication skills, and will serve you well!
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Mintco Financial Buffalo was founded in 2001. Its guiding mission is to be a leading independent provider of wealth management guidance. The company provides the highest level of client service while providing its clients with a prudent plan to meet their investment needs. They are committed to maintaining the highest standard of integrity and professionalism. They are committed to guiding their clients on their journey to success. They predominantly serve business owners, professionals, and retirees with investment planning. Get a complimentary meeting and quote.
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MINTCO FINANCIAL REVIEWS
We've known Mike Minter for several years. He set us up with a Variable Universal Life Insurance policy a long time ago around 15 years ago. That ended up being one of if not the best financial decisions we have ever made. Because of the loan feature, we saved over $350 a month transferring some higher debt loans like private educational loans. We are so glad that we have a policy set-up for our three-year-old daughter and will set another one up for our next daughter coming soon!
Mike Minter has been my financial advisor for over 10 years,and throughout this time I have received a very helpful service which has been tailored to my family’s needs. I know nothing of financial matters and would be lost without someone to guide and advise me. Mike is someone I trust absolutely. I know him to be ethical which is important to me, and capable. He is easily approachable, explains things in a way that even I can understand, and allows me to ask any question however obvious or basic.
He is reliable and efficient and I would highly recommend him.
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