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Note Advisors

About Note Advisors

Note Advisors, LLC is a fee-only financial advisory and wealth management firm based in Buffalo, New York. As a fiduciary, the firm is dedicated to acting in the best interests of its clients. They focus on personalized service, ethical standards, and comprehensive advocacy, which is reflected in positive client testimonials.

Min project size

50,000+

Hourly rate

50 / hr

Employees

11

Locations

United States

Year founded

Founded 2014

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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