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Our clients’ feedback holds a special place in our hearts at Buffalo Financial. We maintain exceptionally high standards in delivering quality care and top-notch customer service.
couple speaking about investment management

“We have been absolutely thrilled with his guidance, level of service and exceptional quality of care we have received. We wouldn't want to work with anyone else!”

“We began using the Beck Financial team as our financial advisors when we lived in Amherst, NY in the mid-90s. I was still working at that time and Jeremy advised us how to best use our savings to build a retirement savings to comfortably retire with the same money and amount I was receiving from work. When we moved to Michigan in 2000, we kept the Beck Team as our advisors because they had given us very good advice, were responsive to our questions and concerns and obviously advised us with our path to the best financial well-being in mind. When we were planning for retirement in 2015, The Beck Team gave us great advice by suggesting a conservative investment approach. We have stayed with them in our retirement since 2016 and do not regret it. I would happily recommend the Beck Team; in fact, have already done so several times.”

“From the first time I walked through the doors everyone was very friendly and helpful. When I first sat down for advisement I was a little nervous with no experience in investing or in how the economy works, but Matt was very professional and knowledgeable. He immediately put my mind at ease in understanding in the best way I should invest for retirement.”

“I cannot say enough about the excellent service and professional advice I have received from Buffalo Financial, throughout the years! The entire team shares their concern for my family's welfare and has a thoughtful and caring approach to my financial situation, which is what impresses me the most about Buffalo Financial. The quality of service and the attention to detail is always above and beyond what I have experienced with any other firm. One of the many best parts of working with Buffalo Financial is the personal connection. During all my interactions I have always felt that I am more than another client. Without reservation, I recommend their services to my closest friends and relatives.”

“As longtime clients of Buffalo Financial, we are delighted to offer our enthusiastic endorsement of Jeremy Beck and his investment group. We first met Jeremy in July 2015, on the recommendation of a friend who trusted his own hard-earned money with Jeremy. We have been impressed with the professionalism and expertise of Jeremy and his team. They are always available to answer our questions and provide guidance on complex financial matters, and we feel confident knowing that our investments are in the hands of knowledgeable experts who have our best interests at heart. Over the years, we have referred multiple friends and family to Buffalo Financial, and each of them has experienced the same exceptional service that we have come to expect. We are particularly pleased that our three daughters have started Roth IRAs with Buffalo Financial, giving them a head start on their wealth management and providing them with a solid foundation for their financial future. We have always appreciated how personable and approachable Jeremy and his staff are, and we value the relationship that we have developed with him over the years. He is not just a financial advisor to us, but also a trusted friend who has helped us navigate some of life's most important financial decisions. It's clear that Jeremy and his team truly care about their clients, and this is reflected in their personalized approach to financial planning. We always feel like we are in good hands when working with Buffalo Financial, and we highly recommend them to anyone seeking a financial advisor who is not only knowledgeable and professional but also caring and personable.”

“Congratulations on your competent and excellent services under Jeremy Beck's most able leadership and staff that is always pleasant and responsive to my needs.”

“My husband and I were referred to Jeremy Beck when our financial planner retired. That was in the mid 90's. Jeremy reviewed our finances and asked us how we wanted to live in our retirement. We told him and he made it happen. The Beck team have done well by us. They are professional, courteous and quick to respond if we have questions. I would highly recommend the Beck team!!”

“Jeremy is a passionate, knowledgeable and genuine person. He strives to achieve the best for his clients. He is dedicated to his family, clients, the community, business excellence and education. I would highly recommend him to anyone wanting to achieve better financial outcomes.”

“Years ago, after a friend mentioned an exchange he had with his financial advisor, I commented that I never heard from mine and he referred me to Buffalo Financial - I never looked back. Suddenly I went from absolutely no communication to not only receiving statements but also receiving e-mails during economic volatility explaining what was happening, why it was happening and what to expect. I also received in-person consultations which Buffalo Financial initiated. Buffalo Financial also demonstrates their genuine interest in their clients by hosting customer appreciation days which affords clients the opportunity to meet the entire staff in a social setting. Buffalo Financial also gives + supports the community by sponsoring non-profit organizations such as the Leukemia Foundation. Hands down, switching to Buffalo Financial was one of the best moves I have ever made and I am so grateful to my friend for the recommendation.”