Pratt Collard Buck Advisory Group - Buffalo, New York
Address: 120 W Tupper St Suite 205, Buffalo, NY 14201, United States.
Phone: 7165669140.
Website: pcbadvisory.com
Specialties: Investment service, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Appointment required.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Pratt Collard Buck Advisory Group
⏰ Open Hours of Pratt Collard Buck Advisory Group
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
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Pratt Collard Buck Advisory Group: A Comprehensive Overview
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For individuals and families seeking comprehensive and personalized financial guidance, Pratt Collard Buck Advisory Group presents itself as a distinguished firm dedicated to investment services and financial planning. Located in Buffalo, New York, at 120 W Tupper St Suite 205, the firm operates with a commitment to building long-term relationships based on trust and expertise. Their dedicated team, led by experienced professionals, focuses on tailoring strategies to meet unique client needs and goals. The firmâs dedication to client success is evident in their approachable style and demonstrable knowledge.
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Location and Contact Information
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Clients can easily reach Pratt Collard Buck Advisory Group at their convenient Buffalo location. The firmâs address is 120 W Tupper St Suite 205, Buffalo, NY 14201, United States. For immediate inquiries or to schedule an appointment, prospective clients can utilize the firmâs dedicated phone line: 716-566-9140. Further information and resources are readily available on their official website: pcbadvisory.com. The firmâs website provides valuable insights into their services, team members, and investment philosophy.
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Specialties and Services
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Pratt Collard Buck Advisory Group specializes in delivering a range of investment services and comprehensive financial planning solutions. Their core competencies encompass:
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- Investment Service: The firm offers tailored investment strategies designed to align with individual risk tolerances, financial objectives, and time horizons. They work with a diverse portfolio of investment options, including stocks, bonds, mutual funds, and alternative investments.
- Financial Planning: Beyond investment management, the firm provides holistic financial planning services, addressing crucial aspects such as retirement planning, estate planning, tax planning, education funding, and insurance needs. They take a proactive approach, helping clients develop a roadmap for achieving their long-term financial aspirations.
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The firmâs approach emphasizes a collaborative partnership, ensuring that clients are fully informed and actively involved in the decision-making process. They prioritize understanding each client's unique circumstances and developing customized solutions that deliver optimal results.
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Accessibility and Client Experience
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Pratt Collard Buck Advisory Group demonstrates a strong commitment to client accessibility and comfort. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the firmâs facilities. Appointments are required to schedule consultations, reflecting the firm's dedication to providing focused and personalized attention. This structured approach facilitates a more efficient and productive client experience. The firm's operational model is designed to prioritize client needs and ensure a seamless interaction.
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Client Feedback and Reputation
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Based on publicly available information, Pratt Collard Buck Advisory Group consistently receives positive feedback from its clients. Currently, the firm boasts 8 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the firmâs expertise, professionalism, and client-centric approach. Clients frequently commend the teamâs responsiveness, knowledge, and dedication to helping them achieve their financial goals. The collective sentiment suggests a strong reputation for delivering exceptional service and building lasting client relationships. It's clear that the teamâs commitment to client satisfaction is a cornerstone of their business model. The firmâs dedication to providing superior guidance and support is reflected in these overwhelmingly positive reviews.
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Key Takeaways and Recommendations
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Pratt Collard Buck Advisory Group presents itself as a reputable and experienced firm offering a comprehensive suite of investment services and financial planning solutions. Their location in Buffalo, coupled with their accessible facilities and dedicated team, makes them a convenient and reliable resource for individuals seeking professional guidance. For those searching for an expert team in their area, Pratt Collard Buck Advisory Group is undoubtedly a worthwhile consideration. Their commitment to personalized service and demonstrable expertise positions them as a trusted partner in navigating the complexities of personal finance. The firmâs dedication to building strong client relationships and achieving long-term financial success is evident in every aspect of their operation. They offer a level of service that appears to prioritize the client's best interests, fostering a sense of security and confidence in their financial planning decisions.
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"summary": "Pratt Collard Buck Advisory Group is a Buffalo-based financial firm specializing in investment services and comprehensive financial planning, offering personalized strategies and a client-centric approach with consistently positive reviews.",
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