Best Financial Advisors in Buffalo, NY

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List of Firms

Buffalo, NY Fiduciary Financial Advisors

Jason Klein - UBS Financial Services Inc.
Location 250 Delaware Ave Suite 610, Buffalo, NY 14202, USA
Phone (716) 630-3045
George W Laub & Associates
Location 424 Main St #515, Buffalo, NY 14202, USA
Phone (716) 852-2725
Excelsior Financial

4 out of 5

Location 1207 Delaware Ave #108, Buffalo, NY 14209, USA
Phone (716) 318-5111
Eudaimonia Wealth

5 out of 5

Location 1207 Delaware Ave Suite 110, Buffalo, NY 14209, USA
Phone (716) 362-1182
Eugene O'Neill - UBS Financial Services Inc.
Location 250 Delaware Ave Suite 610, Buffalo, NY 14202, USA
Phone (716) 849-3818
Merrill Lynch Wealth Management Advisor Joseph T Beecher
Location 50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, USA
Phone (716) 849-2025
Pratt Collard Buck Advisory Group

5 out of 5

Location 120 W Tupper St Suite 205, Buffalo, NY 14201, USA
Phone (716) 566-9140
Robert Powalski, III, CFP - Alliance Advisory Group
Location 600 Delaware Ave, Buffalo, NY 14202, USA
Phone (716) 817-7109
The Marshall / Malcolm Group - UBS Financial Services Inc.
Location 250 Delaware Ave Suite 610, Buffalo, NY 14202, USA
Phone (716) 630-3026
The Hart Financial Group - Northwestern Mutual
Location 360 Delaware Ave #350, Buffalo, NY 14202, USA
Phone (716) 854-3976
James Gendron Group of Raymond James
Location 468 Delaware Ave Ste 100, Buffalo, NY 14202, USA
Merrill Lynch Wealth Management Advisor David J. Siwiec
Location 50 Fountain Plz Suite 1100, Buffalo, NY 14202, USA
Phone (716) 849-2006
The Munro Howard Burns Group - UBS Financial Services Inc.
Location 250 Delaware Ave Suite 610, Buffalo, NY 14202, USA
Phone (716) 849-3823
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About Buffalo, NY

Buffalo, New York is located in Erie County in the western part of the state. The city is situated on the eastern bank of Lake Erie and is bordered by the Niagara River. Buffalo is the second largest city in New York State and the eighth largest city in the United States. The population of Buffalo is approximately 260,000. Buffalo's economy is based largely on its manufacturing sector. The city is home to a number of major corporations, including M&T Bank, HSBC Bank USA, and First Niagara Bank. Other major employers in Buffalo include: University at Buffalo, Catholic Health System, Delaware North Companies, and Kaleida Health. Buffalo is served by two major highways, I-90 and I-190. The city's streets are laid out in a grid pattern. The neighborhoods of Buffalo are diverse and include historic districts, ethnic neighborhoods, and gentrified areas.

Where Certified Financial Advisors in Buffalo, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a number of essential services to their customers. In addition to safeguarding money and providing loans, banks can help their customers manage their finances, plan for the future, and save for retirement. They also offer a variety of other products and services that can be helpful to their customers. For example, some banks offer credit cards, investment advice, and insurance products.

Insurance Broker

In Buffalo, NY, residents can find help with their insurance needs by working with a local insurance broker. A good broker will work to understand the specific needs of their clients and then provide them with the best possible options for coverage. Brokers can also help residents navigate the often confusing world of insurance, and they can provide advice on how to get the most value for their money.

Retirement Planning

Financial advisors can help Buffalo, NY residents with retirement planning by helping them to create a budget and plan for their future. Advisors can also help residents to save money and invest in the right places so that they can retire comfortably. Residents of Buffalo should consult with an advisor as soon as possible to get started on their retirement planning.

Wealth Management

Wealth management can be a great way for Buffalo, NY residents to protect their finances and make the most of their money. There are a number of different wealth management services available, and each one is customizable to meet the needs of the individual or family. Wealth management can help people save money, invest money wisely, and plan for the future.

Estate Planning Lawyer

Estate planning lawyers can help Buffalo, NY residents protect their families and their assets. An estate plan is a document that spells out your wishes for what should happen to your property and finances after you die. Without an estate plan, the state will decide how to divide up your property, which may not be what you would have wanted.An estate planning lawyer can help you create a will, power of attorney, and healthcare directive that will ensure that your wishes are carried out. They can also advise you on tax implications of different estate planning strategies and help you find the best way to transfer your assets to your heirs.

Mortgage Loan Officer

Mortgage loan officers in Buffalo, NY can help residents by assessing their needs and providing them with the best options for their unique situation. By working with a variety of lenders, mortgage loan officers can find the perfect loan for each individual, whether they are looking to buy a new home or refinance an existing one. In addition, mortgage loan officers can help residents understand the complex paperwork and legal jargon involved in securing a mortgage.

Tax Services

Residents of Buffalo, NY can benefit from the services of tax accountants. Tax accountants can help residents to understand and comply with the complex tax laws that are in effect in the United States. In addition, tax accountants can help residents to save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Buffalo, NY