Laurels
Best Financial
Advisors in
Buffalo
2018

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Buffalo, NY.

ReviewedCuratedTop Picks805518

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Allaire Financial Strategies

Allaire Financial Strategies is a financial planning company that has been serving clients across the Buffalo area for over 30 years. The staff has extensive experience in various financial areas, including education savings strategies, income stream strategies, long-term care strategies, charitable gifting, life insurance strategies, portfolio allocation, business succession planning, and retirement plan design. Vice President Keith Schottman is registered representative of Securities America, Inc. and is a member of the Financial Industry Regulatory Authority (FINRA).

Buffalo, NY(716) 862-0500

Website

Collins Advisors, L.L.C.

Collins Advisors, L.L.C. is a full-service investment advisory firm that offers financial guidance to high-net-worth individuals and corporations in the Buffalo area. The company specializes in wealth management and advises clients on income tax planning, insurance and risk management, estate planning, retirement planning, and portfolio management. The staff of Collins Advisors, L.L.C. has over 60 years of combined experience in investment planning.

Buffalo, NY(716) 833-6338

Website

Davis Financial

Davis Financial is a full-service financial planning firm serving individuals and business owners throughout the Buffalo area. Its team provides a comprehensive range of financial services, including asset management, college funding strategies, disability insurance, estate planning, investment management, long-term care insurance, mortgage protection, and tax management. Davis Financial offers free initial consultations.

Buffalo, NY(716) 691-8207

Website

Georgetown Capital Group, Inc.

Georgetown Capital Group, Inc. is a financial advisory firm that has been serving clients across the Williamsville area for over 30 years. The company offers expert assistance in a diverse range of areas, including bonds, common stocks, mutual funds, government securities, retirement planning, tax planning, college planning, estate planning, brokerage accounts, and life insurance. Georgetown Capital Group, Inc. was named by Buffalo Business First as one of the Top 20 Corporate Philanthropists in 2011, 2012, and 2013.

Williamsville, NY(716) 633-9800

Website

Jensen, Marks, Langer & Vance, L.L.C.

Jensen, Marks, Langer & Vance, L.L.C. is an independent financial planning company that offers comprehensive wealth management solutions to individuals and businesses across the Buffalo area. The firm provides a broad spectrum of services, including financial planning, investment management, retirement planning, wealth preservation, estate planning, education planning, tax planning, and asset protection. The multidisciplinary team of Jensen, Marks, Langer & Vance, L.L.C. has over 150 years of combined experience in financial planning.

Buffalo, NY(716) 362-0170

Website

Kautz Financial

Kautz Financial is an independent wealth management firm that offers financial expertise to individuals across the Amherst area. Its team specializes in creating comprehensive custom financial plans and is also well-versed in navigating through the area of special needs trusts. Founder Daniel A. Kautz is a registered investment advisor and is equipped with over 15 years of investment expertise.

Amherst, NY(716) 276-8477

Website

Kenneth M. Weinstein, CPA, CFP

Kenneth M. Weinstein, CPA, CFP is an investment advisory firm that provides accounting and financial services for individuals and small to medium-sized businesses throughout the Buffalo metro area. Its team is well-versed in a broad range of areas, including retirement planning, tax planning, estate planning, bonds, common stock, brokerage accounts, treasury bills, and life insurance. Founder Kenneth Weinstein is a member of the American Institute of Certified Public Accountants (AICPA) and the New York Society of Certified Public Accountants.

Tonawanda, NY(716) 837-2525

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Lauber Financial Planning

Located in West Seneca, Lauber Financial Planning is an investment advisory firm that offers financial guidance to individuals of all income levels. Its team is well-versed in a wide array of financial planning areas including cash flow, debt repayment, tax reduction, protection planning, asset allocation, education planning, retirement planning, special purchase planning, estate planning, and legacy planning. Lauber Financial Planning is a member of the Holistic Chamber of Commerce.

West Seneca, NY(716) 430-1634

Website

Level Financial Advisors Inc.

Level Financial Advisors, Inc. is a financial planning and investment management company that has been serving clients throughout the Buffalo metro area for over 37 years. The firm offers a broad selection of services, including retirement planning, trust investment and administration, debt management, insurance and risk management, estate planning, cash flow management, and education planning. Level Financial Advisors, Inc. is a member of the National Association of Personal Financial Advisors (NAPFA).

Amherst, NY(716) 634-6113

Website

O'Bannon and Davis Inc.

O’Bannon and Davis, Inc. is an investment advisory firm that offers financial acumen to individuals, businesses, and non-profit organizations in the Amherst area. The company provides a wide range of services, including investment and retirement planning, disability income protection, long-term care insurance, estate planning, business continuity planning, executive benefits programs, and health insurance. O’Bannon and Davis, Inc. offers free initial consultations.

Amherst, NY(716) 856-7555

Website

Ogorek Wealth Management, L.L.C.

Ogorek Wealth Management, L.L.C. is an investment advisory firm that provides wealth management services for clients across the Williamsville area. The company offers a broad range of services, including financial planning, risk management planning, investment management, tax planning, educational planning, retirement planning, and estate planning. Ogorek Wealth Management, L.L.C. provides free initial consultations.

Williamsville, NY(716) 626-5000

Website

Robshaw & Julian Associates, Inc.

Robshaw & Julian Associates, Inc. is a financial planning firm that has been serving individuals, corporations, and charitable organizations throughout the Williamsville area for more than 38 years. The staff specializes in investment management and financial planning and primarily advises clients on asset allocation, fixed income investing, and equity investing. Previous clients commend the team of Robshaw & Julian Associates, Inc. for being thorough, informative, and understanding.

Williamsville, NY(716) 633-6555

Website

ROI Financial Group

ROI Financial Group is a financial planning firm that has been serving individuals, families, and business owners in the Buffalo area for over 16 years. Its team handles a broad spectrum of financial services, including wealth management and investment advisory, retirement planning, asset protection, estate planning, charitable giving, executive benefits, succession planning, and key person insurance. ROI Financial Group is affiliated with the Million Dollar Round Table and New York Life.

Buffalo, NY(716) 568-4800

Website

Sanderson Wealth Management, L.L.C.

Sanderson Wealth Management, L.L.C. is a financial advisory firm that provides asset management solutions to businesses and individuals throughout the Buffalo area. The staff has substantial experience in various wealth management services, including investment consulting, estate planning, retirement planning, business transitions, and tax planning. President and CEO John R. Sanderson is a director of the Financial Planning Counselors of Western New York and a member of the New York State Board for Public Accountancy.

Buffalo, NY(716) 566-2420

Website

Silver Grove Financial Group, Inc.

Silver Grove Financial Group, Inc. is an independent financial planning firm that provides wealth management services for clients across the Orchard Park area. The company offers assistance in a broad spectrum of areas, including bonds, common stock, brokerage accounts, treasury bills, government securities, retirement plans, estate plans, college plans, profit sharing plans, and life insurance. The staff of Silver Grove Financial Group, Inc. is affiliated with LPL Financial.

Orchard Park, NY(888) 224-2775

Website

The Establishment

The Establishment is a financial advisory company that offers classes and events for millennials across the Buffalo metropolitan area. Its team primarily provides financial education, featuring a wide array of topics, including money management, student loans, home-buying advice, retirement planning, investing, and insurance. The Establishment has been featured on The Buffalo News and Buffalo Business First.

Williamsville, NY(716) 428-3475

Website

The Financial Guys, L.L.C.

The Financial Guys, L.L.C. is an independent financial planning firm that has been serving families and small to medium-sized businesses throughout the Williamsville area for over 18 years. The staff has extensive experience in providing various financial services, including business planning, investment planning, financial planning, estate planning, retirement planning, and wealth management. Founder Glenn Wiggle holds an NASD Series 7 license and has over 20 years of asset management expertise. Wiggle and his co-Founder Mike Lomas can be heard on their show featured on WBEN and WGRZ.

Williamsville, NY(716) 633-1515

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Winthrop Financial

Winthrop Financial is a financial planning firm that provides asset accumulation solutions for individuals throughout the Buffalo area. Its team specializes in personal financial planning, and it is equally well-versed in portfolio management, trust management, and asset management, as well as investment and life planning. The team of Winthrop Financial is equipped with over 100 years of combined experience in financial planning.

Buffalo, NY(716) 566-6540

Website

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