Note Advisors
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We provide holistic financial planning and behavioral money coaching under one roof, to ensure your values and financial goals are always aligned to help you create a life well-lived Those who get close to you, and those who get close to your money. Sure, we know how to manage investments. Lots of people do. The most valuable service of all is the attention given to what matters most: your family,
We worked with someone recently whose mother had passed away, and part of their inheritance was used to take their children and grandchildren on a trip she had talked about for years.
From a purely financial perspective, there may have been more tax-efficient ways to handle the money. But to them, this was about continuing their mom’s legacy through an experience the family would remember forever.
Sometimes the most meaningful financial decisions are the ones that create lifelong memories that honor the legacy of those who have gone before us.
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Telephone
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Address
50 Lakefront Boulevard
Buffalo, NY
14202
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |