A Modern Approach To Your Wealth Management
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A Modern Approach To Your Wealth Management
5500 Main Street, Suite 260, Williamsville, NY 14221
Yes
University at Buffalo
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Nick is always accessible and puts up with my very conservative financial aspirations!
Nick has handled my wife’s and my retirement planning for the last four years. After taking the whole of our financial situation into consideration, he has gone to great lengths to make sure it meets our retirement wants and needs.
He will give sound financial advice, and take the time to address any questions or concerns.
We would recommend Nick and Emergent Wealth to friends and family without hesitation.
About 6-7 years ago, I was feeling unhappy with my then-current financial advisor. I interviewed four possible advisors, all recommended to me by friends or other professionals.
I came away with no choices that impressed me positively. One of them used a computer game model to assess my needs. Another bragged about his own wealth. Those experiences could not have been more unprofessional and told me nothing about the advisor himself. As I said, I was interviewing, not being interviewed.
I was feeling concerned that I could not find an advisor who listened to me and wanted to know who I am. I got one more recommendation, and I met Nick Efthemis. I was thrilled with the interview! I hired him. I could not be happier. Nick listens, he asks questions, he lets me know what he is thinking and why. My finances have greatly improved due to his advice. I highly recommend that you meet him and his team, and I am sure you will be as pleased as I am to have him on my personal advisory team!
Nick and his staff at Emergent have proven to be very effective in managing the portfolio for me and my husband. I was so happy with the results we transferred over assets that were being managed by a different financial advisor. He is responsive to our questions and his follow through has been great. Couldn’t be happier!
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