Note Advisors
Share
We believe that every plan should be shaped by the values you hold dear. There are two types of business wealth planners. At Note, we only have the first kind.
05/14/2026
We’re excited to welcome Andrew Lemay, CPA, to the Note team as our new Tax & Financial Planning Associate!
Andrew joins us to help deepen our tax planning capabilities while supporting our financial planning team as he works toward becoming a Certified Financial Planner® professional.
We’re excited about the continued growth of our team and firm, and what it means for the families and businesses we serve. Stay tuned — there’s more to come.
Welcome to Note, Andrew!
In practice, retirement is rarely about simply leaving a job and doing nothing.
For most people, it is a transition into something else, whether that is starting a small business they have always talked about, spending more time volunteering, or finally leaning into interests that were pushed aside during their career.
What we often hear, though, is “I’ll just work until 65... what else would I do?”
And when someone says that, it is usually not about ambition; it is about uncertainty.
Even if the numbers work, there can still be hesitation underneath. For us, it’s important not to brush past that moment. We pause, acknowledge that anxiety, and help you think through what this next phase could actually look like.
Retirement is not the end of something. It is the design of what comes next.
Click here to claim your Sponsored Listing.
Contact the business
Telephone
Website
Address
50 Lakefront Boulevard
Buffalo, NY
14202
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
