Find a Financial Planner in Buffalo, NY

 

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We did the hard work of finding trustworthy partners in Buffalo, NY.

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We Only Work With The Best Buffalo Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Buffalo, NY


  • Financial Advisor Close to Buffalo, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Buffalo Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Buffalo area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Buffalo is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
15.9% of Buffalo's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Buffalo area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Buffalo area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Buffalo area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Buffalo area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Buffalo area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Buffalo area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Buffalo, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Buffalo, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Buffalo financial advisors.
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How Retirement-Friendly is Buffalo, NY?

  • Population: 256,480
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $112,000
  • Average Monthly Housing Cost: $752
  • Average Household Income: $55,305
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


The Top Financial Advisor Firms in Buffalo, NY


TRUBEE, COLLINS & CO., INC.

Website

(716) 849-1401

1350 One M & T Plaza

Buffalo, NY 14203

SEC#: 801-70259
Years in Business: 11 years

GRENDA GROUP

Website

(716) 896-3232

737 Delaware Ave
Suite 217
Buffalo, NY 14209

SEC#: 801-79075
Years in Business: 7 years

NORTH WOODS ASSET MANAGEMENT LLC

Website

(716) 322-5221

1231 Delaware Avenue
Suite 201
Buffalo, NY 14209

SEC#: 801-115081
Years in Business: 2 years

WESTERN NEW YORK FINANCIAL GROUP, LLC

Website

(716) 743-6262

6430 Transit Road
Ste. 100
Buffalo, NY 14043

SEC#: 801-117668
Years in Business: 1 years

HUDSON ADVISOR SERVICES, INC.

Website

(877) 504-1964

237 Main Street
Suite 600
Buffalo, NY 14203

SEC#: 801-54763
Years in Business: 23 years

WINTHROP PARTNERS - EPA, LLC

Website

(267) 454-4585

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106947
Years in Business: 5 years

WINTHROP PARTNERS - WPA , LLC

Website

(267) 454-7551

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106949
Years in Business: 5 years

COURIER CAPITAL, LLC

Website

(716) 883-9595

1114 Delaware Avenue

Buffalo, NY 14209

SEC#: 801-107119
Years in Business: 5 years

WINTHROP PARTNERS - WNY, LLC

Website

(716) 322-7478

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106948
Years in Business: 5 years

PRATT COLLARD BUCK ADVISORY GROUP

Website

(716) 566-9140

120 West Tupper Street
Suite 205
Buffalo, NY 14201

SEC#: 801-72839
Years in Business: 9 years