Find a Financial Advisor in Buffalo, NY

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.
  • This field is for validation purposes and should be left unchanged.


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: 12 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: 2 years

HUDSON ADVISOR SERVICES, INC.

Website

(877) 504-1964

237 Main Street
Suite 600
Buffalo, NY 14203

SEC#: 801-54763
Years in Business: 24 years

WINTHROP PARTNERS - EPA, LLC

Website

(267) 454-4585

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106947
Years in Business: 6 years

WINTHROP PARTNERS - WPA , LLC

Website

(267) 454-7551

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106949
Years in Business: 6 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

 


Buffalo, NY Financial Advisor FAQs

A financial advisor can give you simple or customized solutions to help meet your goals for the short and long-term. They often provide a range of services from investment management, tax related services, retirement products, estate/trust administration as well as health care needs.
You should ask them what fees and costs they charge and to list any costs that you will incur because of the investment.
Yes. Financial advisors can be a huge help. They can give you personalized strategies and advice that is tailored to your needs and your goals.
To find a good financial advisor, search for someone trustworthy and one with a long-standing track record.