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Note Advisors
“They continue to be good listeners and advisors as we transition to retirement.”
Best Financial Advisors in Buffalo, NY
22 firms listed · all 22 in Buffalo · 1 open 24/7 · 1 open weekends · 15 rated 4.5+
Data verified October 21, 2026
Lumsden McCormick CPA
“I always feel that I have a personal relationship with the individuals that I interact with at Lumsden McCormick.”
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Abaya Wealth Management
“As someone who is not well versed in finances, Taunya has made each step easy to understand and always puts her clients best intentions first.”
Buffalo First Wealth Management
“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”
Dopkins & Co
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Future Gen Wealth Management
The 22 firms listed for Buffalo, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Buffalo, NY
All 22 firms we list here are in Buffalo itself. We have 40 firms in Buffalo on file; this page shows the highest-rated 22. 19 of the firms on this page have a rating, from 2.0 to 5.0 across 154 reviews; 15 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (2), insurance planning (2) and philanthropy (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers urgent consultations; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 22 of the firms on this page; 19 publish a contact page; 15 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Buffalo take financial planning bookings online?
6 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Glownia Financial Group
Collins Advisors
Emerge Capital Management
Powherhouse Money Coaching
“She continues to give me a reality check on how I'm managing my time (something I desperately need on a recurring basis) and points me towards the tools and habits to use to get myself on track.”
Sandhill Investment Management
“Christian Martinez consistently provides exceptional and comprehensive guidance.”
Jensen Marks Langer & Vance
“We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance.”
Jordan Wealth Management
“We trust them completely and have recommended them to many friends.”
ROI Financial Group
Advance Tax Services
“She explains the process as she complete them and make sure you understand everything that goes on.”
Wilcox Financial Group
“I recommend to my family and friends looking for financial guidance.”
Pratt Collard Buck Advisory Group
“They are exceptionally qualified and unique in their approach to investing.”
Sanderson Wealth Management
“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”
Kautz / Buckley Independent Wealth Management
Paramount Settlement Advisors
“By far the most professional and accessible lien resolution and structured settlement company we have ever worked.”
A Kranitz Associates
Di Giacomo Financial
Why these companies made our list
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