Expertise.com

2024

Last updated:

Best Financial Advisors in Buffalo

Our Recommended Top 16

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Buffalo Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

78Reviewed

53Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Buffalo, NY
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Buffalo, NY

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Buffalo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1207 Delaware Avenue, Buffalo, NY 14209
WebsiteLicense: 305431

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Eudaimonia Wealth is a fiduciary financial planning firm that serves clients in Buffalo. It has various services, such as investment and risk management, estate and tax planning, and ongoing financial planning. It helps clients seeking guidance as they prepare for and navigate the transition into retirement. The firm assists families reduce taxes, optimize investments, and retire on their terms. Its founder, Brett A. Koeppel, is a certified financial planner and has been recognized by Investopedia as a Top 100 Financial Advisor for 2021.

  • Estate Planning
  • Certified Financial Planner (CFP)

50 Lakefront Boulevard, Buffalo, NY 14202
WebsiteLicense: 171466

Expertise.com Rating

Review Sources

Google
3.7 (3)

Why choose this provider?

Note, is a wealth management firm that serves clients in Buffalo. It specializes in providing a wide range of wealth management services, such as financial planning, investment planning, and 401k planning. The firm caters to the financial management needs of business owners, high-performing professionals, and families looking to preserve multi-generational wealth. The firm has taken a tailored approach to assist customers in developing and implementing financial plans that protect their families, businesses, legacy, and money.

  • Estate Planning
  • Certified Financial Planner (CFP)

1412 Sweet Home Road, Amherst, NY 14228

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Review Sources

Yelp
5.0 (22)
Google
5.0 (1)

Why choose this provider?

Established in 1979, Level Financial Advisors has been helping individuals and families in Buffalo achieve their financial goals. The firm's professionals assist in developing personalized financial strategies to help clients stay prepared regardless of the life stage they are in. The company has been featured in several publications, including Forbes, Investopedia, The Wall Street Journal, and the New York Times. Level Financial Advisors also provides financial guidance regarding tax, retirement, education, and estate planning.

  • Certified Financial Planner (CFP)

6400 Sheridan Drive, Williamsville, NY 14221

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Ogorek Wealth Management LLC is a financial advisory firm that serves Buffalo and nearby areas. It offers retirement planning, investment management, income tax planning, and insurance planning. The company has designed the "Return to Life" program, which coaches retired clients on how to enjoy life using available resources. Founder Anthony Ogorek has over 38 years of industry experience. He has also been consulted by several media organizations, such as The Wall Street Journal and The New York Times.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

374 Delaware Avenue, Buffalo, NY 14202

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Why choose this provider?

Goldman Sachs Personal Financial Management is a wealth management firm serving clients in Buffalo. It provides a wide range of financial services that include wealth preservation and management, investment management, and retirement planning. Peter J. Grogan and Mimi Schanzlin lead a team of financial advisors in the metro who combine Goldman Sachs resources with their estate planning skills to deliver individualized financial services. In addition, the firm has more than 240 advisors located in 100 offices across 30 states.

  • Certified Financial Planner (CFP)

360 Delaware Avenue, Buffalo, NY 14202

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Jensen, Marks, Langer & Vance LLC is a wealth management company that serves Buffalo and the surrounding areas. Its advisers have over 100 years of combined experience in helping clients achieve their long-term financial goals. They offer investment management services, customizing portfolios and investing in stocks, bonds, ETFs, and other alternative investments according to their clients' risk appetites. The firm also provides financial guidance regarding insurance options, tax planning, strategic philanthropy, and wealth preservation.

  • Certified Financial Planner (CFP)

1967 Wehrle Drive, Williamsville, NY 14221

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Kautz/Buckley Independent Wealth Management is a client-centered financial advisory firm servicing individuals in Buffalo. Its advisors aid in fulfilling clients' financial goals by offering asset management services, consultations, and creating comprehensive financial plans designed according to their objectives. Kautz/Buckley Independent Wealth Management can also provide clients with personal Wealth Health accounts, where they can easily track and monitor their plans' progress. The firm actively donates to charities in the Western New York area annually.

  • Certified Financial Planner (CFP)

1450 Niagara Falls Boulevard, Tonawanda, NY 14150

Expertise.com Rating

Review Sources

Google
5.0 (19)
Facebook
4.5 (2)

Why choose this provider?

Kenneth Weinstein, CPA, CFP provides investment advisory and accounting services to individuals and businesses in Buffalo and the surrounding metro areas. He provides assistance in a broad range of areas, including retirement plans, IRAs, annuities, and life and long-term care insurance. Weinstein has over 20 years of experience in the financial services industry. He is a member of AICPA, the New York Society of CPAs, and the Financial Planning Association.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

305 Spindrift Drive, Williamsville, NY 14221

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Established in 1999, The Financial Guys is an independent wealth management firm catering to individuals, families, and businesses throughout the Buffalo area. It offers various financial services like home insurance, auto insurance, estate planning, retirement planning, divorce planning, and home loans. Founders Glenn Wiggle and Michael Lomas host a local business and talk show in Western New York on News Radio 930 WBEN. The Financial Guys has been featured on The Wall Street Journal, Bloomberg, Financial Advisor Magazine, and CNBC.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

237 Main Street, Buffalo, NY 14203

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Why choose this provider?

Miller Gesko Wealth Management is a firm that has an office located in Buffalo. It assists clients in developing investment plans to build up legacy funds, retirement savings, and trusts. It can also modify existing financial strategies based on new life events, such as marriages and inheritance. The company was established in 1969 by Paul R. Gesko, who serves as its president. He is also a member of multiple community organizations, including the Easter Seals of Southwest Florida.

  • Certified Financial Planner (CFP)

7606 Transit Road, Buffalo, NY 14221

Expertise.com Rating

Review Sources

Google
4.0 (7)
Facebook
5.0 (4)
Yelp
2.0 (1)

Why choose this provider?

Buffalo First Wealth Management, LLC, is an independent fiduciary firm serving clients in the metro and nearby areas. It assists clients in achieving their financial goals by providing financial planning solutions. It offers family CFO services, estate planning and philanthropy management, institutional consulting, proactive tax planning, and risk management. Moreover, the firm has an in-house investment team that guides clients with asset allocations and strategies. Company founder and CEO Kevin R. Connolly is a board of directors member for the Network in Aging of Western New York.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

237 Main Street, Buffalo, NY 14203

Expertise.com Rating

Why choose this provider?

Hudson Advisor Services helps clients in Buffalo pursue their financial goals. It offers portfolio management, financial planning, and private wealth management services. It also assists in the investment process involving equities, fixed income, and strategic asset allocation. The company was founded by William N. Hudson Jr., a trustee of the American Red Cross in Buffalo, a board member of the Humane Society of Vero Beach, and a former executive vice president of the Investment Services Division of Marine Midland Bank.

  • Certified Financial Planner (CFP)

3976 Seneca Street, Buffalo, NY 14224

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Based in West Seneca, Lauber Financial Planning is an investment advisory firm that serves individuals and business owners in nearby areas, including Buffalo. Its team of financial professionals is experienced in a variety of areas, including cash flow, debt repayment, tax reduction, and asset allocation. They also assist with retirement planning, estate planning, and special purchase planning. Founder Amy Jo Lauber is a certified financial planner (CFP) who has been in the industry for more than 28 years.

  • Certified Financial Planner (CFP)
  • Retirement Planning

6265 Sheridan Drive, Williamsville, NY 14221

Expertise.com Rating

Why choose this provider?

O'Bannon & Davis Inc. is an investment advisory firm that offers financial expertise to individuals, small and medium businesses, and non-profit organizations in the Buffalo metro and nearby areas. The company's professionals conduct a comprehensive review of clients' finances to make recommendations in various areas, including retirement accumulation and income generation, portfolio asset collection, short-term cash needs, and tax minimization. O'Bannon & Davis also offers assistance for business continuation planning, health insurance, and executive benefits programs.

  • Certified Financial Planner (CFP)
  • Retirement Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • If you are a teacher in Buffalo, can you set up a 403(b) account?

    If you are a teacher in Buffalo, you can set up a 403(b) account. To set up an account, you must meet first with a financial planner. During your meeting, your planner will determine your financial and retirement goals to create customized plans. He or she will also assist you with your paperwork and submit it to set up your account.

  • What is the difference between fee-only and fee-based financial advisors in Buffalo?

    In Buffalo, fee-only financial advisors do not accept compensation that is not from their clients. There are no referral fees from third parties, mutual fund marketing fees, and no back-end and insurance commissions. There are no incentives from other parties. On the other hand, some of the compensation of fee-based financial advisors come from their clients as fees. They also accept referral fees and commissions.

  • Can you file a complaint if your stockbroker in Buffalo does not provide fair services?

    You may file a complaint if you believe that your Buffalo stockbroker does not provide fair services. Do note that stockbrokers have legal responsibilities to provide fair services to all their clients, and they must put their client's interests first before their own. Self-regulatory organizations also mandate stockbrokers to deliver high-standard services.

  • Is it okay to let one of your children in Buffalo inherit your investment accounts and divide them among his or her siblings?

    It is not okay to let one of your children in Buffalo inherit your investment accounts and divide them among his or her siblings. If you want to give your investment account to all your children, you should include them individually unless they are minors. You must work with a lawyer to help you create trust inside your will. The document will also provide instructions on how your children will receive their inheritance.

  • What is the best way to handle the retirement accounts that you have recently inherited in Buffalo?

    You're encouraged to set up a beneficiary IRA in Buffalo to allow you to stretch out the withdrawals the IRS will require you to take. To stretch out the payments, make the election on or before the 31st of December of the year following the date of death. If you fail to make the election on time, you have to withdraw the retirement account within five years of the date of death and pay income tax on all of the withdrawals.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.