Best Financial Advisors in Buffalo

2022

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Brock Schechter & Polakoff

Brock Schechter & Polakoff is a financial consulting firm that has offered both tax advice and wealth management services to the Buffalo community for more than four decades. Its main area of focus is tax services, including auditing and outsourced accounting and international tax services for clients who earn income in multiple countries. Clients receive assistance planning for the future of their business, and individuals have access to comprehensive wealth management services.

Buffalo First Wealth Management, LLC

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

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.

Collins Advisors, L.L.C.

Collins Advisors, started by Mary Collins Sanborn in 2003, is a full-service RIA that serves high-net-worth individuals and corporations in the Buffalo community. It provides investment management and advice, and clients receive a customized plan based on their goals, including insurance planning, risk management, income tax planning, retirement planning, and estate planning.

Custom Wealth Strategies

Custom Wealth Strategies is an independent retirement consulting and wealth management firm that offers objective financial solutions. The company serves pre-retirees, retirees, physicians, and small business owners. Founded by CPA David Burgio in 1994, the Buffalo-based practice has clients that span more than 15 states. Its services include retirement and estate planning, risk management consulting, accumulation plans to grow client assets, and business and tax planning. Retirement consulting services are available to both business owners and employees.

Delaware Avenue Advisors Inc.

Delaware Avenue Advisors is a Buffalo-based, veteran-owned financial planning firm with over three decades of experience. For individuals, a full suite of financial and investment planning services are available. Every client receives independent fiduciary advice. In addition, the company's 401(k) consulting experience allows its professionals to help corporations create and execute objective retirement plans. The staff serves clients from multiple economic backgrounds, along with businesses of varying sizes.

Equitable Advisors

• Certified Financial Planner (CFP)

Equitable Advisors has been serving clients in Buffalo with financial programs and planning services since 1859. The firm assists clients in securing their financial future by strategizing and updating their investment portfolios. It also provides goal planning services and equity compensation analysis. Likewise, the firm offers individual retirement and education plans, including 529 plans and traditional and Roth IRA. Business owners can also seek business and estate planning strategies, including buy-sell and 401(k) retirement plans. Equitable Advisors provides college scholarships to youths throughout the U.S.

Eudaimonia Wealth

• Estate Planning
• Certified Financial Planner (CFP)

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.

Georgetown Capital Group, Inc.

Georgetown Capital Group is a comprehensive financial services firm that provides long-term financial solutions to clients. Its investment options include stocks, bonds, government securities, and mutual funds. The firm can manage multiple accounts, such as brokerage accounts and IRAs. Insurance options include long-term-care, life insurance, and disability income opportunities. Clients receive customized financial planning solutions regarding retirement and estate planning, college tuition funding, and tax planning. Additional services include power of attorney and living wills. Georgetown Capital was founded in 1987 by Joseph Curatolo, a financial adviser with registrations in 35 states.

Goldfarb Financial

In 1988, after a career of teaching disabled students, Jeffrey Goldfarb founded Goldfarb Financial. The firm offers financial planning services to clients in Buffalo, New York, and New Orleans, Louisiana. The boutique-style company works with individuals to provide financial and retirement planning, along with socially responsible investing services. Clients also receive comprehensive wealth management for their current assets. It's a certified B Corp, which means it focuses on sustainability for clients and employees.

Goldman Sachs Personal Financial Management

• Certified Financial Planner (CFP)

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.

Hafner Financial Group

Hafner Financial Group is a financial services firm that helps middle-class individuals in Western New York transition from working life to retirement. Clients collaborate with the company to view every aspect of their financial life, including their investment profiles. It helps clients near retirement age turn their assets into a monthly income. The company was founded by CFP Peter Hafner in 2007.

Hudson Advisor Services

• Certified Financial Planner (CFP)

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.

Jensen, Marks, Langer & Vance LLC

• Certified Financial Planner (CFP)

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.

Kautz/Buckley Independent Wealth Management

• Certified Financial Planner (CFP)

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.

Kenneth Weinstein, CPA, CFP

• Estate Planning
• Retirement Planning
• Tax Planning

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.

Lauber Financial Planning

• Certified Financial Planner (CFP)
• Retirement Planning

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.

Level Financial Advisors

• Certified Financial Planner (CFP)

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.

Lifetime Wealth Management Group

Lifetime Wealth Management Group helps Western New York clients manage their wealth and create multi-generational financial plans for their families. The holistic firm was founded in 2007. Based in Cheektowaga, the company provides clients with services tailored to their unique goals and situation. Individual services include retirement and estate planning, college planning, and charitable giving strategies. For businesses, the company helps with succession planning and executive benefits.

Michael Emser Wealth Management Group

Michael Emser Wealth Management Group is a boutique-style investment advisory firm run by a certified financial planner. The company was founded by CFP Michael Emser, an investment advisor who has three decades of financial advisory experience. The Williamsville firm serves clients in Western New York through a collaborative process. Clients receive financial planning services, including college, retirement, estate, small business pension planning, and multiple insurance options. Investment advice comes from a broad network of investment opportunities. Michael Emser can manage multiple types of client accounts.

Miller Gesko

• Certified Financial Planner (CFP)

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.

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.

O'Bannon & Davis Inc.

• Certified Financial Planner (CFP)
• Retirement Planning

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.

Ogorek Wealth Management LLC

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

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.

Rabenold Advisors

Rabenold Advisors is a financial planning firm that has served Buffalo clients for more than three decades. Typical clients include business owners needing consulting advice, investors who want portfolio management, and retirees planning their long-term legacy. Its services include retirement and legacy planning, social security strategies, portfolio management, and business planning.

S.C. Parker & Co. Inc.

S.C. Parker & Co has been providing Buffalo and Rochester clients with investment securities since 1925. Its diverse investment options include stocks, bonds, government securities, real estate trusts, and mutual funds. The company can manage multiple account types like trust accounts, brokerage accounts, and IRAs. In addition, clients have access to fee-based advisory and consulting services. The firm helps clients with retirement and estate planning, college planning, and tax planning. Clients can also choose from a range of insurance options to mitigate risks.

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.

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.

The Financial Guys

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

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.

The Financial Planning Center

The Financial Planning Center is run by Tim Sobolewski, a CFP with multiple supervisory and securities licenses. Tim focuses on elderly clients and those with few assets. The firm doesn't have account minimums, and its financial planning services include budgeting, retirement planning, estate analysis, and risk management analysis. Clients may also request fiduciary investment management services.

Trubee, Collins & Co, Inc

• Certified Financial Planner (CFP)

Established in 1940, Trubee, Collins & Co, Inc, is an independently owned brokerage that caters to clients in Buffalo. It offers financial advisory and portfolio management programs with risk calculations aligned to the client's goals. It utilizes the envision methodology to determine the clients' ideal, acceptable, and recommended investment plans. Moreover, it employs different strategies in financial planning that cover estates and trusts, retirement, and life insurance. Clients are guided in selecting from different investment options, such as annuities, exchange-traded funds, money markets, and certificates of deposit.

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.

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.