Find the Best 15 Finance services in Buffalo, NY

Michael Knapp I became an advisor here because I believe in the Registered Investment Advisor (RIA) model. As a consumer, entrepreneur, and accountant, I would look for advisors that have a fiduciary responsibility with fee based compensation. Buffalo First offers that along with professionals of the highest integrity and professionalism. I have one reputation and am very particular about who I do business with. Buffalo First Wealth Management should be on your list of Financial professionals to call.

Amanda Albertsson If you are looking for investment or financial planning advise, look no further than Pratt Collard & Buck! Colin is an expert in his field and the whole team is so wonderful to work with. I really cant say enough about the expertise and knowledge of this firm - they are simply the best!!!

Becca Townsend My experience with Pratt Collard Buck has been nothing short of excellent. Colin Pratt is trustworthy, knowledgeable, and more than willing to both take the time communicating reasoning behind his investment plans as well as listen to and consider your feedback. I would highly recommend anyone who is looking for a financial advisor or professional guidance on their investments to schedule a phone call or meeting.

The Beauty Boost Buffalo We partnered up with The Establishment last night to have Wine & Investing for our community of women, and it was a wonderful event! Informative, fun and interactive. THANK YOU!

SxtgeKiller jay They are very diligent with their work and are helpful with helping you with your financial needs

Anthony DeMiglio Both Jeremy and Barrett are amazing to work with , the depth of knowledge and personal attention to my specific financial needs are incredible. Ive work with many firms over the years and can say without reservation they are the best , hands down.

Kevin W Skilled, experienced and successful financial advisor group that does an extraordinary job for its clients. Outstanding services and first class client treatment!

Jeremy Bates Have had a great experience here for a long time!

Michele Iorfida We have been clients for a few years now. Murray is very knowledgable! We are extremely happy with the services and how our retirement profile is being managed! I would strongly recommend checking CD Financial out for yourself!

Shaynah True I have worked with Taunya for several years after she came highly recommended. She is a hardworking professional who cares for her clients. Her blog posts, extra resources, and personal touches are spot on! As a young woman, I love working with a strong female advisor. Taunya’s care has grown my financial literacy, and I feel confident about my future.

Zack Schneider I recently had the opportunity to work with Sanderson Wealth Management, and I have been thoroughly impressed with their services. Founded in 2001 by John Sanderson, the firm has a rich history and a strong foundation in serving high-net-worth individuals and families. John Sandersons extensive experience, including his time at Ernst & Young, is evident in the firms approach to addressing sophisticated financial needs. From the moment I engaged with Sanderson Wealth Management, I felt confident in their expertise. They operate on a fee-only investment philosophy, ensuring that their advice is always in my best interest. This transparency and dedication to fiduciary standards are what initially drew me to them. Under the leadership of Justin Sanderson, the firm has continued to thrive. Justin, who took over as CEO and rebranded the firm in 2011, has been a pivotal figure in expanding their digital infrastructure and maintaining a high adviser retention rate. His commitment to innovation and client satisfaction is palpable. The range of services they offer is comprehensive and tailored to my unique needs. From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases. The personalized approach they take, with a small but dedicated team of professionals, ensures that I receive the attention and expertise necessary to manage my wealth effectively. What stands out most is their commitment to the Buffalo community. Despite their growth, they have maintained their headquarters in Buffalo and continue to support local cultural institutions. This local focus resonates with me and adds a personal touch to their professional services. Overall, my experience with Sanderson Wealth Management has been exceptional. Their expertise, personalized service, and dedication to fiduciary principles make them a standout choice for anyone seeking comprehensive wealth management services. If youre looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.

Izhykov Konstantin (source1bit) Very professional and courteous people. Has a teller office as well where you can make deposits. Very personable people.

john patti Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

Theresa Dearie We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance. Langer is a highly knowledgeable wealth manager we know we can trust.