Buffalo, NY

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Buffalo, NY
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Best Financial Advisors in Buffalo, NY

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

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My Boss Financial Solutions

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.”
Offers Financing Options
In Business Since 2021
50 Fountain Plz #1400, Buffalo, NY
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Dopkins & Co

Dopkins & Co

(1)
Dopkins Capital Advisors, Forensic Services, Change Management
“No talk”
Coupons & Offers
Licensed, BBB Rating: A+
In Business Since 1961
Accepts All Major Credit Cards
200 International Dr, Buffalo, NY
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Lumsden McCormick CPA

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...”
Family Business
Licensed, BBB Rating: A+
In Business Since 1956
Accepts All Major Credit Cards
369 Franklin St, Buffalo, NY
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Milestone

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.”
In Business Since 2012
50 Fountain Plz #1300, Buffalo, NY
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Abaya Wealth Management

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.”
In Business Since 2021
1 Seneca St Suite 2905, Buffalo, NY
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Mark E. Koller CPA

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.”
Licensed
In Business Since 2011
Transparent Fees & Pricing
Offers Financing Options
500 Buffalo Rd, East Aurora, NY 14052
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Note Advisors

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.”
Family Business
In Business Since 2007
50 Lakefront Blvd, Buffalo, NY
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Buffalo First Wealth Management

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.”
Transparent Fees & Pricing
In Business Since 2013
7606 Transit Rd, Buffalo, NY
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Future Gen Wealth Management

Future Gen Wealth Management

(1)
“Great platform for young professionals.”
Emergency Services
In Business Since 2021
7606 Transit Rd, Buffalo, NY
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Freed Maxick Cpas

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...”
Accepts All Major Credit Cards
In Business Since 2002
Offers Financing Options
424 Main St Suite 800, Buffalo, NY
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Glownia Financial Group

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...”
Licensed, BBB Rating: A+
In Business Since 2012
Transparent Fees & Pricing
8340 Main St, Buffalo, NY
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Collins Advisors

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...”
Family Business
In Business Since 2003
610 Main St #202, Buffalo, NY
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C.D. Financial

C.D. Financial

(2)
Useful Links, 5 Step Investment Approach
“Great financial team who listens to your goals and plans accordingly!”
In Business Since 2004
2372 Sweet Home Rd #8, Buffalo, NY
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Emerge Capital Management

Emerge Capital Management

(1)
How We Support Advisors, Who We Support
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2015
500 Pearl St Suite 740, Buffalo, NY
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Ctbk - Chiampou Travis Besaw & Kershner

Ctbk - Chiampou Travis Besaw & Kershner

(1)
Outsource Accounting Services, Strategic Solutions, Attest
“Very knowledgeable and professional staff”
In Business Since 2001
45 Bryant Woods N, Buffalo, NY
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Sandhill Investment Management

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.”
In Business Since 2007
Key Center South Tower, Buffalo, NY
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Powherhouse Money Coaching

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!”
In Business Since 2018
1323 N Forest Rd, Buffalo, NY
Featured

Learn from financial industry expert and She CAN! member, Sarah Blankenship and estate planning attorney Elizabeth Ingold how to have difficult conversations with your aging parents and the important financial and legal things you need to know and do to help plan their journey's end.

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Jordan Wealth Management

Jordan Wealth Management

(1)
“We trust them completely and have recommended them to many friends.”
In Business Since 2020
3635 Genesee St, Buffalo, NY
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Jensen Marks Langer & Vance

Jensen Marks Langer & Vance

(1)
“We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance.”
Accepts All Major Credit Cards
In Business Since 2012
360 Delaware Ave Suite 400, Buffalo, NY
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ROI Financial Group

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...”
Licensed
In Business Since 2004
6700 Main St, Buffalo, NY
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Waterford Advisors

Waterford Advisors

(1)
Estate Planning, Education Planning, Investment Advisory Services
“Very pleased with all they have done for us and our family.”
In Business Since 2000
3858 N Buffalo St Suite 2, Orchard Park, NY 14127
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Sanderson Wealth Management

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...”
In Business Since 2001
50 Fountain Plz, Buffalo, NY
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Kautz Financial

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...”
In Business Since 2020
1967 Wehrle Dr Suite 7, Buffalo, NY
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Paramount Settlement Planning

Paramount Settlement Planning

(1)
“By far the most professional and accessible lien resolution and structured settlement company we have ever worked.”
In Business Since 2008
1090 Union Rd Suite 230, Buffalo, NY
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Retirement Planning and Investment Management Services in Buffalo, NY Cost Estimates

Minimum cost
$1227
Maximum cost
$10423
National Average
$3679
Avg Per Hour Rates
$368
$2453
$6745
Average price range is based on 324 cost profiles
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Average Cost $3679
Minimum cost $1227
Maximum cost $10423
Avg Per Hour Rates $368

Average range $2453 to $6745 is based on 324 cost profiles.

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Wealth Management Advisors near Buffalo

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