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Dopkins & Co
“No talk”
Best Financial Advisors in Buffalo, NY
24 firms listed · 22 in Buffalo · 1 open 24/7 · 1 open weekends · 19 rated 4.5+
Data verified October 21, 2026
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Lumsden McCormick CPA
- 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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Abaya Wealth Management
- 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.”
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Mark E. Koller CPA
“He is very knowledgeable in his field, and an asset to any business owner.”
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Note Advisors
- 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
“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.”
The 24 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
Of the 24 firms we list here, 22 are in Buffalo itself and 2 come from Orchard Park (1, 10 mi) and East Aurora (1, 13 mi). 23 of the firms on this page have a rating, from 4.0 to 5.0 across 106 reviews; 19 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 estate planning (3), business valuation (2), insurance planning (2), risk management (2) and tax planning (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers urgent consultations; 1 offers payment plans; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 16 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Buffalo listed here?
22 of the 24 firms are located in Buffalo. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Future Gen Wealth Management
“Great platform for young professionals.”
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Glownia Financial Group
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Collins Advisors
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C.D. Financial
“Great financial team who listens to your goals and plans accordingly!”
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Emerge Capital Management
“Great company to invest with.”
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Ctbk - Chiampou Travis Besaw & Kershner
“Very knowledgeable and professional staff”
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Sandhill Investment Management
“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
- 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
“We trust them completely and have recommended them to many friends.”
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Jensen Marks Langer & Vance
“We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance.”
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ROI Financial Group
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Waterford Advisors
“Very pleased with all they have done for us and our family.”
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Sanderson Wealth Management
- Advisor
“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
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Paramount Settlement Planning
“By far the most professional and accessible lien resolution and structured settlement company we have ever worked.”
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Pratt Collard Buck Advisory Group
“They are exceptionally qualified and unique in their approach to investing.”
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Culov Wealth Management
“Here's some pictures of the care package they sent when we were sick!”
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Advance Tax Services
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
Why these companies made our list
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