The Best Financial Advisors in Buffalo

Here is our List of the 10 Buffalo Financial Advisor
Brock Schechter & Polakoff

We take a step back to find out what headwinds you are facing. Working closely with you, side-by-side, we look to solve your problem before you even know you have one. As a full-service business solutions provider, we offer a complete suite of services.

Teamwork is the secret of BS&P. We pride ourselves in having a wide variety of specialists under one roof that work together for the benefit of our clients. By tapping each other’s talents and expertise, we address your unique needs in the most efficient way possible.

Services

  • Audit & Assurance Services
    Our goal at BS&P is to perform the highest quality and effective audit while creating minimal disruption to your company and its personnel. Each audit is customized to meet the needs of the specific company under audit.
  • Tax Services
    Whether you are a business owner or an individual, partnering with a professional team is beneficial to you and your business. You only have a finite amount of time and relying on the expertise and responsiveness of your tax partner will solve many of your challenges.
  • Wealth Management
    Every person’s financial situation and vision for their future is unique. We are focused on our clients and work diligently to discover their current needs and long-term goals. We take great pride in being chosen as our clients’ trusted advisor.
726 Exchange Street, Suite 822 Buffalo, NY 14210
Collins Advisors, L.L.C.

We manage portfolios in-house using our decades of experience and research. Each and every transaction is made in-house giving you the input and control necessary.

Be a trusted financial service provider that creates individualized goals and personalized services to achieve growth, and preserve each client’s wealth.

You have unique needs and financial objectives. Collins Advisors, LLC key strategy is to obtain a full understanding of financial markets, products and your individual needs, customized for you.

Services

  • Tax Efficiency
    Through our partner Raymond James we offer individual accounts with zero transaction fees for Equities and ETFs. These accounts allow financial flexibility, limitless investment opportunity, and the option for security-based lending.
  • Estate Planning
    Estate planning is not a one and done event. We know relationships change and your asset allocation changes. We’ll work hand in hand with your attorney to make sure your wishes are clearly documented and implemented.
  • Risk Management
    Through our partner FTJ, we offer customized risk analysis, asset allocation construction and financial planning to Teachers. Using low cost ETF’s and mutual funds we can create diverse portfolios for every risk tolerance.
  • Insurance Planning
    Our Life, Health, and Disability experts will work with individuals and families on assessing current insurance needs.
  • Business Services
    To achieve your business goals, it’s key to have motivated employees to help achieve these goals.

 

610 Main Street Suite 202 Buffalo NY 14202
Courier Capital

Courier Capital has been a Western New York provider of choice for customized investment management, retirement planning, and consulting services. Our clients include individuals, businesses, institutions, and foundations.

We are dedicated to providing a broad independent and objective investment solution. Our clients’ interests will always come first. These values align very well with our new partner, Financial Institutions, Inc. and will enhance our service to both respective client groups.

Through the relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon, we are positioned to meet every need of every client.

Services

  • Retirement Planning
    Offering a retirement plan is a significant undertaking for any employer, large or small. It demonstrates your sincere regard for your employees, your concern about their future.
  • Custom Investment Management
    Generally speaking, the only good portfolio is one that fits the needs of the investor. We believe any good result will directly manifest from a solid understanding of goals, objectives & risk tolerances.
  • Investment Consulting
    The investment challenge for charitable endowments and foundations has become very complex. Faced with mounting choice and swifter, more volatile markets, the need to define and implement a suitable, customized investment strategy has become a necessity.
1114 Delaware Avenue Buffalo, NY 14209
Custom Wealth Strategies

A true independent financial advisor can provide objective investment guidance and a customized plan that will help keep you on track to your individual or corporate goals.

With Custom Wealth Strategies, you have an entire team of knowledgable, experienced, and independent professionals dedicated to helping individuals, families, business owners, and plan sponsors make informed financial decisions.

Equity markets will and have always been profoundly cyclical. As equity prices increase, investors become excited, even giddy as the markets press higher.

Then, seemingly overnight, markets turns in the opposite direction, leaving investors with a sense of pessimism as markets lose their footing. I have been a student of the market for decades, studying each move higher and subsequently lower.

Our detail-oriented team handles all the legwork to open new accounts and transfer existing accounts. Our goal is to remove the stress of this process, making the transition a seamless one. We thoroughly check that each investment has transferred in full before we begin the next step: BUILDING YOUR FUTURE.

Once you’ve been to Custom Wealth Strategies, you will see the our service, knowledge, and dedication to you will make a difference in your financial life. We focus on transparency, low fees, hands-on customized portfolios, and proactive account reviews. Contact our team today for a complimentary account review, and see the difference for yourself!

4990 Transit Road Depew, NY 14043
Delaware Avenue Advisors Inc.

Delaware Avenue Advisors Inc. is a Veteran-owned, New York-registered investment advisory located in Buffalo, New York. We offer fiduciary-level advisory services to individuals, families, foundations and small corporations through employee trusts.

Our investment competence is derived from over twenty years experience managing retirement income portfolios and 401k trusts. Our managing director holds the designation of Chartered Financial Analyst and our firm relies on the CFA Institute Asset Manager Code of Conduct as our corporate governance.

Services

  • Portfolio Management
    For those investors whose investment goals go beyond simple accumulation portfolios as found in 401(k)s, our investment management services provide bespoke portfolios that focus on aggressive growth, risk-controlled growth, and income both taxable and tax-free.
  • Financial Planning
    Bespoke portfolio construction does not start with a one size fits all solution. We begin the process by completing a full financial plan for our client addressing both personal finance issues and goals as well as determining the client’s risk tolerance and preferred portfolio factor biases or characteristics.
  • 401(K) Fiduciary Consulting
    Our skill sets and fiduciary mindset make us a perfect partner as your 401(k) consultant. Our principal serves as a professor of corporate finance, investments, and personal finance.
1207 Delaware Avenue - Suite 101 - Buffalo, New York 14209
Georgetown Capital Group, Inc.

Georgetown Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients’ wealth as we strive to deliver an unprecedented level of personalized service.

Our mission at Georgetown Capital Group is to help our clients reach their financial goals while helping to instill confidence in their investments. We are here to give our clients comprehensive, objective and sensible direction with investments and insurance products that can be integrated into all facets of their financial lives.

We strive to achieve this by continuously providing specialized services that, we hope, not only meet, but exceed our clients’ expectations while raising the bar on the industry standards of customized financial planning services.

At Georgetown Capital Group, our goal is to provide a positive working atmosphere with state of the art technology so that our representatives and staff members can continue in our effort to deliver world class services to our clients.

Services

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • 401(k) and 403(b) Plans
  • College Planning
  • Estate Planning
  • Corporate and Key Person
  • Profit Sharing
  • Insurance
  • Disability Income
  • Life Insurance
  • Long Term Care
5350 Main Street Williamsville, NY 14221
Goldfarb Financial

While many larger wealth management firms and online broker programs find success through detached numbers, our boutique team of financial advisors prefers working with the individuals and pursuing meaningful growth.

We are not like some mid-sized companies who accept everyone and help most. We believe in a more focused pursuit of success that is personalized to every client and works towards an impactful, and sustainable future.

At Goldfarb Financial, we believe that capitalism and global consciousness are not mutually exclusive, and should work together to better the world. We want to put capitalism to good use and became a certified B Corp to prove that we practice the message we preach.

We do not believe that business and social consciousness should be mutually exclusive. It should be the objective of entrepreneurs to create a better world and help their local communities. We aim to achieve this goal through our three Principles.

Services

  • FINANCIAL PLANNING
    At Goldfarb Financial, you will have the opportunity to work with our team of financial advisors on a long term plan that is designed to work towards your personal goals.
  • ESTATE PLANNING
    Though thinking about your legacy after you pass may be overwhelming, it is important to have a clear plan in place that encapsulates all of your wishes.
  • BUSINESS PLANNING
    The volatility of the economic climate causes periods of fluctuation for all businesses.
  • RETIREMENT PLANNING
    We understand the importance of doing meaningful work to support an enriched and full lifestyle. Let us guide you towards your financial goals with our retirement planning services.
4549 Main St Suite 200 Buffalo, NY 14226
Hafner Financial Group

Are you concerned about your retirement and your financial future? You may be nearing retirement age but are unsure how to turn your nest egg into a regular monthly income. How will you retire when you want with the income you need?

The Hafner Financial Group can help you chart a course to your financial future. We build strong relationships and guide our clients on their journey to financial independence with expert, personalized service regardless of their level of wealth.

The foundation for all our financial services is our Financial Roadmap Process where we partner with you and do the planning together so you can see all the aspects of your financial life, not just your investments. This way you have the information and perspective to make the right financial decisions for your retirement.

You’ve done well for yourself. You’ve worked hard, raised your children, paid off your house, or close to it, and still managed to accumulate a Retirement Nest Egg.

You’ve played by the rules and done what you thought you were supposed to do but it seems like the rules have changed. When did planning to retire get so complicated? Did your parents and grandparents worry about retiring? It seems like Retirement used to be easy and effortless.

5930 Main Street Williamsville NY 14221
Jensen, Marks, Langer & Vance, L.L.C.

Your financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of strategies and financial products that help work toward their goals and objectives.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

360 Delaware Avenue Suite 400 Buffalo, NY 14202
Kautz Financial

Through accumulating, protecting, and distributing wealth in the most tax-efficient manner, Kautz/Buckley Independent Wealth Management provides guidance in establishing a comprehensive financial plan.

Our firm works to identify and prioritize our client’s objectives, ensuring they feel a sense of comfort and relief regarding their financial state. Communication and commitment to our clients, along with excellent service act as the basis for the success of our firm.

Our clients engage with us on three levels. All three levels are a fiduciary relationship, meaning it is fee-based not commission based. This makes the relationship client-centered not product-centered.

They are based on a level of involvement between the client and the staff. Clients can choose an engagement level ranging from basic to very involved, including a personal Wealth Health website and yearly review.

Our most basic level of engagement is to bring assets under management. This is when you would move your accounts to us for fiduciary management. A fee will be charged based on the assets under management.

We will monitor your accounts, offer annual reviews, and be available to answer questions regarding the accounts we manage. You will receive quarterly statements and have access to your accounts online.

1967 Wehrle Drive, Suite 7, Williamsville, NY 14221

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria