![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
Note Advisors, LLC
50 Lakefront Boulevard, Buffalo, New York, United States
![Note Advisors, LLC Note Advisors, LLC](https://guideinua.b-cdn.net/images/logo_new/832/29526576/logo.webp)
About the Note Advisors, LLC
Note Advisors, LLC is a finance institution located at 50 Lakefront Boulevard in Buffalo, New York, United States. At Note Advisors, we understand that owning a business is personal, and your wealth plan should reflect that. We help you make better decisions, align your business plan with your life vision, and ensure that your business serves you and your family. Our goal is to help you successfully transition your business and make choices that will simplify your financial life.
We see the entrepreneur behind the business, the person taking risks and making tough decisions. We believe that what you give your attention to makes all the difference, and we are here to guide you towards the high impact areas that will help you achieve your goals. Whether you are looking to establish, build, or transition your wealth, we are dedicated to creating a fully integrated plan that aligns with your vision for both your business and your life.
Our approach is focused on building relationships and providing personalized support to our clients. We understand the importance of feeling secure and prepared for the future, and we are committed to helping you live well today while ensuring that you will still be able to live well in the future. If you are ready to take the next step towards a comprehensive business wealth plan, we invite you to see if we are the right fit for you. Let us help you navigate the complexities of business ownership and financial planning, so you can focus on what truly matters to you.
Photos of Note Advisors, LLC
50 Lakefront Blvd, Buffalo, NY 14202, United States
Opening hours of Note Advisors, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Note Advisors, LLC
"Annual meeting with Shawn,as always he always listens to our concerns,answers our questions.It is professional,but also casual and friendly.We always look forward to our meeting and also come away feeling comfortable with our investments in Shawn's hands.Also a bonus, got to spend a few moments with To Waring Jr.a long time friend."
"Shawn and team have been amazing to work with! Very patient, explanatory, and helpful. Great overall knowledge and they're not here to sell you anything. Would recommend to anyone!"
"Christine at Note Advisors is LOVELY. I worked with her for 6 months of Wealth Coaching, and I was blown away by the depth of insight and tools for exploration she provided to help me understand my relationship with money. In completing the program, I feel more comfortable with money, empowered to take control of my finances, and I see (and understand) the intimacy between money and my sense of self. Could not recommend this more."
"I've worked with Shawn & The Team at Note Advisors for years. Always there, ready to serve! Great vision and strategy providers!! I would highly recommend!!"
"Note Advisors has a fantastic staff of advisors to help you to get to where you want to be! They have helped my wife and I with our personal short and long term financial planning. Note has been able to help make and implement important goals and ideas for my business's growth. Most important has been the advice on succession planning for the future! Thank you Note Advisors!"
-
The Levy Wealth Management Group - Morgan Stanley
2000 Westchester Ave 1-NC 914) 225-7111, Purchase, NY 10577, United States
-
The Affinity Group - Morgan Stanley
2000 Westchester Ave #1nc, Purchase, NY 10577, United States
-
Protective Wealth Consultants - Ameriprise Financial Services, LLC
7 E Carver St, Huntington, NY 11743, United States
-
Sagemark Consulting
6900 W Jericho Turnpike #101e, Syosset, NY 11791, United States
-
Atlantic Financial Group, LLC
58 New St, Huntington, NY 11743, United States
-
Attitude Financial Advisors, Inc
3 Crossways Park Dr W #110, Woodbury, NY 11797, United States
-
STEINBERGANNA Wealth Management Corp.
76 New York Ave, Huntington, NY 11743, United States
-
Planning Financial Futures, Inc
1895 Walt Whitman Rd #6, Melville, NY 11747, United States
-
Obsidian Financial Consultants Inc.
100 S Jersey Ave, Setauket- East Setauket, NY 11733, United States
-
Advisor Successions
414 Main St Suite 204, Port Jefferson, NY 11777, United States
List of businesses, places and services in New York
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos