Best Financial Advisors in Buffalo

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 94 69 32

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Note Advisors, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

50 Lakefront Boulevard
Buffalo, NY 14202


Winthrop Partners

Winthrop Partners provides wealth planning and investment advisory services to West New York clients. Its financial advisers bring decades of combined experience to the table. Financial planning services include long-term plans to help clients reach their unique financial goals.

Buffalo, NY 14203


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