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.

My wife and I bought home insurance through WNY Consulting Group and we had a great experience. Our…read moreagent was Brett, and he did a fantastic job of answering all of our questions and helping us to find the right insurance policy. He was patient and thorough, and we'll definitely use WNY Consulting Group for future insurance policies.

From the owner: Tired of feeling like just another policy number? We work for YOU, not the insurance companies…read more Contact us today!

Did not enjoy my time at EA Thought they were limited in the…read moreservices offered And had no answers to problems posed

Let's face it, talking about money isn't the most fun. That is unless you just won the lottery and…read moreare trying to figure out what to do with it all. Well, whether you just won the lottery or you are just a normal guy like me, this place has been so great to work with. I started working with them right before the birth of my son to make sure I had my money in order to set him up right from the start. Not only have they helped me do that, but my advisor Danielle, has also helped get my and my wife's finances in order so we are all set up for success. What I love about this company is that there is no pressure from the advisors. They essentially make sure that I am in good shape and don't push to do more or get into anything without explaining all of the pros and cons. Right now, I am very happy with my experience with Equitable.

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

I had a great experience using LW Integrity Funding as my mortgage broker. The entire process was…read moreseamless; the representatives were easy to contact and patiently answered all of my questions. I can recommend them without reservation.

I used LW Integrity Funding for my home refinance and the entire process was wonderful! They are a…read morelocal agency so, I could contact them directly to get any concerns addressed. (I will never use a big bank for mortgage needs again!) I recently had lost some information regarding insurance and they took time out to reopen my file and send me the policy. Personal, professional and at a great rate! Highly recommended!