Best Financial Advisors in Buffalo

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.

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.

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.

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 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 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 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.

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.

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.

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, 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. 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 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.

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.