Note Advisors, LLC

Name: Note Advisors, LLC
Address: 50 Lakefront Boulevard, Buffalo, NY, 14202, US
Telephone: (716) 256-1682
Price range: $$$
Rating: 5

Note Advisors, LLC: Clarity, care, and confident financial paths.

5(5 reviews)

financial-advising

$$$

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About

Note Advisors, LLC provides finance and consulting services from Buffalo, NY. Clients praise Shawn and the team for listening closely, explaining options clearly, and delivering tailored guidance. Reviewers describe approachable, knowledgeable staff who are proactive, responsive, and focused on clients' values, life planning, retirement planning, and investing in the future.

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Location

50 Lakefront Blvd, Buffalo, NY 14202, USA

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Information

50 Lakefront Boulevard

Buffalo, NY, 14202

(716) 256-1682 www.noteadvisor.com/

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Services

Retirement Planning

Personalized strategies to secure your financial future and transition smoothly into retirement with confidence.

Investment Advisory

Expert guidance on investment portfolios tailored to your goals, risk tolerance, and long-term aspirations.

Life Planning

Holistic financial planning that aligns with your values, dreams, and personal milestones for a fulfilling life.

Business Financial Consulting

Comprehensive advisory services for businesses, including growth strategies, financial management, and succession planning.

Financial Education and Support

Proactive consultations, clear explanations, and ongoing follow-up to empower clients with knowledge and peace of mind.

5.00 · 5 reviews

Overall rating

Cheryl Maciolek

via Google

· 11 months ago

Highly recommend Note! It is a pleasure working with Shawn, Angela and Colten; they are proactive and informative. They answer every question, and always follow up on all open items.

Amber Slichta

via Google

· 11 months ago

Note is truly more than just a financial advisor. They genuinely care about the values and dreams of their clients. Their expertise, compassion, and creativity shine through in every interaction, fostering relationships that evolve into lifelong partnerships among friends. They are the best!!!

Matt Eyring

via Google

· 11 months ago

Note Advisors is a company that has your best interests in mind, whether it is life planning, retirement planning, or investing in your future. This team will guide you and/ or your business in the right direction!

Kara Stein-Conaway

via Google

· 1 year ago

I recently had a consultation with Shawn, and I was very impressed with his approach. He took the time to listen carefully, explain things clearly, and provide thoughtful guidance that felt tailored to my situation. I really appreciated how approachable and knowledgeable he was throughout our conversation. His style put me at ease and gave me confidence in the steps ahead. I would absolutely recommend Shawn to anyone looking for expert, genuine support.

Roger Firestien

via Google

· 1 year ago

In working with Tom Waring, Christina Matheau and Shawn Glogowski I am confident that I am on the way to a positive and transformative stage of my life as I enter retirement. I would give them 10 stars if I could. Great People. Great approach! Thank you Note Advisors!

Walker Tax, Inc./Acade Tax Services, LLC at 632 W Ferry St #100, Buffalo, NY offers expert tax consulting and accounting services led by Darren. Clients describe him as knowledgeable, responsive, and precise, providing a professional, hassle-free tax prep experience. The firm features a client portal for access to filings, timely reminders, and a referral program offering $50 per referral.

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