Extremely professional, responsive and knowledgeable. They were able to guide me in multiple areas…read moreand provide sound advice​

Really pleased with the customized advice and guidance I received from this firm. I'm also…read moreimpressed with how thorough their advice is. I'm certain that I have a financial plan that will protect my family. I highly recommend Wilcox Financial.

I really enjoy the classes they offer (which are all free!). The staff from Mass Mutual/The…read moreEstablishment are great and very informed and are open to questions and staying afterwards to assist those who need a bit more personal assistance. Young or Old, if you are looking to get/keep your financial planning and future on track, check out these services

I've been trying to find things to do after work, where I can stay home and still be social during…read moreCOVID-19. The Establishment has been offering presentations via Zoom. I signed up for the Wine and Investing 101. The classes are free. Dan presented on the wine, Tim presented on investment, and they were both great. They worked with a Zoom meeting and made it interesting and engaging. I wrote down many notes during class on both topics. The class got me excited for wanting to take a more active role in my investing and future, as everyone should. I will definitely be taking more classes in the future. I took off a star because they kept emailing and texting me before the class incessantly, reminding me that I had signed up. When I sign up for something, I don't need 20 different reminders in various forms. One reminder the day of would have been sufficient. The weeks leading up to the event reminders were not needed, or appreciated.

Good advice and guidance. Reasonable fees. Access to an excellent research department. Wide…read morerange of funds and options

wont speak to you in person, and when u catch on to their sketchiness they drop you as a client…read more dont let them handle your money. lol

1. They indicate they will work around your schedule but once you signed up, you have to accomodate…read moreto their convenience. To be fair, they can hook you up to CPAs and attorneys that you may need if you do nit have your own yet but cannot vouch on these people either as I have not utilized this service. But based on poor qualoty of experience, will be wary. 2. Beware that when you terminate service contract with them, they will continue to charge their fees to your brokerage account at Scottrade as your account is opened through them as advisor, even if they are not doing anything/ money just sitting in the account and you already signed papers to tell them not to manage your account anymore. Thus, move all your money out pronto when you want to terminate. They will not refund you if you do not move money out even with written and signed statement by both parties of said termination. This reflects lack of integrity. 3. I had to remind them what things maybe done to improve tax efficiencies, instead of the other way around, which is very disconcerting.

From the owner: Buffalo First Wealth Management, LLC's business model is Registered Independent Advisors (RIA)…read more The idea is that RIA's goals are aligned with those of their customers. Unlike stockbrokers and broker-dealers, RIA's are bound by fiduciary duty, meaning they must put customers' interests ahead of their own. Investment Registered Advisors-Broker/Dealers are under no such obligation; they must simply offer products that are suitable for their customers. Securities are offered through an arrangement with Charles Schwab & Co. Inc. Schwab is not affiliated with Buffalo First. All products and services offered by Charles Schwab &Co., Inc. - Member FINRA and SIPC. Buffalo First Wealth Management provides tax preparation for individuals and small business. Our qualified tax professional is available 2 nights per week and by appointment. Buffalo First Advisory Services provides no obligation quotes for life, disability, and long term care insurance. These arrangements are through Crump Insurance Services and Specific Solutions. Crump Insurance Services and Specific Solutions are not affiliated with Buffalo First Advisory. *Gift Certificate or any other offer on Yelp is only good for tax preparation services or financial planning. Deals can not be used for investments, investment services, or any insurance products.