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My Boss Financial Solutions

(42)

Company
Presentation
Questions

“My Boss Financials provided quality content about how to be financially responsible, what it takes for be financially liberated and instill urgency within us about credit.”

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Dopkins & Co

(1)

Dopkins Capital Advisors, Forensic Services, Change Management

“No talk”

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Lumsden McCormick CPA

(4)

Fee
Communication
Company

“Their services encompass a range of areas such as tax-minimizing strategies, proactive business planning, financial services, forensic accounting specializing in the valuation of closely held businesses, litigation support, and nonprofit technology s...”

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Milestone

(29)

Information
Knowing
Questions

“I feel eternally grateful for her and the entire Milestone team for allowing me to put my entire trust in them, in knowing they truly have my best interest's at heart.”

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Abaya Wealth Management

(24)

Retirement Planning
Understand
Knowledge

“Taunya was recommended to us by a family friend and from our first meeting she was invested in us as a family and took the time to listen to what we were trying to accomplish.”

Featured

As the flowers bloom and the birds chirp, it's time to shake off the winter blues and get a fresh start. Spring isn't just about tidying up your home and decluttering your closet; it's also the perfect opportunity to give your finances a much-needed cleanse. And trust me, there's no better feeling than starting the new season with a clean slate, especially when it comes to your hard-earned cash. Now, I get it—talking, even thinking, about money matters can sometimes feel overwhelming. But with a little guidance and a sprinkle of positivity, you can tackle your financial spring cleaning like a boss. Let’s dive into why spring cleaning your finances is an absolute must.

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Mark E. Koller CPA

(3)

Why Quickbooks, Strategic Business Planning, Bank Financing

“He is very knowledgeable in his field, and an asset to any business owner.”

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Note Advisors

(9)

Team
Goals

“I worked with her for 6 months of Wealth Coaching, and I was blown away by the depth of insight and tools for exploration she provided to help me understand my relationship with money.”

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Buffalo First Wealth Management

(4)

Family CFO Services, Financial Education, Comprehensive Financial Planning

“He took the time on a holiday to meet with me in person and to thoroughly understand my financial situation and long-term goals, and then developed a comprehensive strategy to help me achieve them.”

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Future Gen Wealth Management

(1)

“Great platform for young professionals.”

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Freed Maxick Cpas

SEC Reporting, System and Organization Control Reporting | SOC Reports, Bankruptcy Accounting & Reorganization Assistance

“Although the impact of the Change Healthcare cyber attack is still being understood it is clear its impact is far reaching. As such, it is imperative that healthcare providers mobilize quickly to minimize the impact to their organization and patients...”

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Glownia Financial Group

Estate Planning and Family Legacy, Complete Wealth Management, Insurance Planning

“Life insurance is an extremely important risk management tool, especially for young families. In our view, life insurance can offer tremendous protection for your loved ones at a relatively low cost. At Glownia Financial Group, we can teach you about...”

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Collins Advisors

Risk Management, Insurance Planning, Personal Services

“We set the bar on ethics. As a fiduciary, when it comes to taking care of your finances, now and for the future, you need the best. After all, you've worked hard for your money, and making it work hard for you means having a professional on your side...”

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C.D. Financial

(2)

Useful Links, 5 Step Investment Approach

“Great financial team who listens to your goals and plans accordingly!”

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Emerge Capital Management

(1)

How We Support Advisors, Who We Support

“Positive Responsiveness, Quality, Professionalism, Value”

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Ctbk - Chiampou Travis Besaw & Kershner

(1)

Outsource Accounting Services, Strategic Solutions, Attest

“Very knowledgeable and professional staff”

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Sandhill Investment Management

(2)

“The front end team of Advisors and Client Managers make every conversation and request seamless, while the Analysts seem to scrutinize over every pick.”

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Powherhouse Money Coaching

(12)

Employees
Manage
Business Coaching

“I highly reccomend her to anyone looking to engage and educate their employees, especially if you have a younger demographic who has a lot to learn but might be looking for someone who doesn't have a boring approach to discussing finances!”

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Jordan Wealth Management

(1)

“We trust them completely and have recommended them to many friends.”

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Jensen Marks Langer & Vance

(1)

“We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance.”

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ROI Financial Group

“*Beginning 1/1/15, an IRA participant is allowed only one indirect rollover in any 12-month period across all IRAs that he or she owns. An indirect rollover is a participant-initiated distribution in which the participant receives the proceeds and su...”

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Waterford Advisors

(1)

Estate Planning, Education Planning, Investment Advisory Services

“Very pleased with all they have done for us and our family.”

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Sanderson Wealth Management

(2)

Business Succession Planning, Philanthropy, Investment Consulting

“In addition to impeccable ethics, they were the only company not recommending their own funds, but instead selecting funds that fit my investment goals and profile...”

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Kautz Financial

Process

“Through accumulating, protecting, and distributing wealth in the most tax-efficient manner, Kautz/Buckley Independent Wealth Management provides guidance in establishing a comprehensive financial plan. Our firm works to identify and prioritize our cl...”

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Paramount Settlement Planning

(1)

“By far the most professional and accessible lien resolution and structured settlement company we have ever worked.”

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Average Cost	$3679
Minimum cost	$1227
Maximum cost	$10423
Avg Per Hour Rates	$368

Best Financial Advisors in Buffalo, NY

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Buffalo area.

My Boss Financial Solutions

Dopkins & Co

Lumsden McCormick CPA

Milestone

Abaya Wealth Management

Mark E. Koller CPA

Note Advisors

Buffalo First Wealth Management

Future Gen Wealth Management

Freed Maxick Cpas

Glownia Financial Group

Collins Advisors

C.D. Financial

Emerge Capital Management

Ctbk - Chiampou Travis Besaw & Kershner

Sandhill Investment Management

Powherhouse Money Coaching

Jordan Wealth Management

Jensen Marks Langer & Vance

ROI Financial Group

Waterford Advisors

Sanderson Wealth Management

Kautz Financial

Paramount Settlement Planning

Retirement Planning and Investment Management Services in Buffalo, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Buffalo

Popular in Buffalo