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Best Financial Advisors in Buffalo

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Buffalo, NY
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Buffalo, NY

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Buffalo First Wealth Management, LLC logo
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Buffalo First Wealth Management, LLC

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7606 Transit Road, Buffalo, NY 14221
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.0 / 5 (7)
Facebook
5.0 / 5 (4)
Yelp
2.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Eudaimonia Wealth logo
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Eudaimonia Wealth

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1207 Delaware Avenue, Buffalo, NY 14209
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Goldman Sachs Personal Financial Management logo
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Goldman Sachs Personal Financial Management

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374 Delaware Avenue, Buffalo, NY 14202
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hudson Advisor Services logo

Hudson Advisor Services

237 Main Street, Buffalo, NY 14203
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Jensen, Marks, Langer & Vance LLC logo

Jensen, Marks, Langer & Vance LLC

360 Delaware Avenue, Buffalo, NY 14202
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kautz/Buckley Independent Wealth Management logo
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Kautz/Buckley Independent Wealth Management

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1967 Wehrle Drive, Williamsville, NY 14221
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kenneth Weinstein, CPA, CFP logo

Kenneth Weinstein, CPA, CFP

1450 Niagara Falls Boulevard, Tonawanda, NY 14150
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)
Facebook
4.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
Lauber Financial Planning logo
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Lauber Financial Planning

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3976 Seneca Street, Buffalo, NY 14224
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Level Financial Advisors logo

Level Financial Advisors

1412 Sweet Home Road, Amherst, NY 14228
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Miller Gesko logo
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Miller Gesko

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237 Main Street, Buffalo, NY 14203
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Note Advisors, LLC logo
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Note Advisors, LLC

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50 Lakefront Boulevard, Buffalo, NY 14202
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
3.7 / 5 (3)
O'Bannon & Davis Inc. logo
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O'Bannon & Davis Inc.

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6265 Sheridan Drive, Williamsville, NY 14221
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Ogorek Wealth Management LLC logo
Visit WebsiteWebsite

Ogorek Wealth Management LLC

Visit WebsiteWebsite
6400 Sheridan Drive, Williamsville, NY 14221
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Financial Guys logo
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The Financial Guys

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305 Spindrift Drive, Williamsville, NY 14221
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––