new-york Date: 11-15-2025

Find the Best 18 Finance services in Buffalo, NY (Part 2)

Explore the most finance services in in Buffalo, NY. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1The Walsh Group of Raymond James505 Ellicott St Suite 2, Buffalo, NY 14203
2Carroll Financial Services Inc1400 Sweet Home Rd Suite 7, Buffalo, NY 14228
3Plail Wealth Management434 Delaware Ave, Buffalo, NY 14202
4Mintco Financial, Inc.4444 Main St, Buffalo, NY 14226
5Collins Advisors LLC610 Main St #202, Buffalo, NY 14202
6Hightower Advisors LLC/Hightower Buffalo747 Hopkins Rd, Buffalo, NY 14221
7Winthrop Partners295 Main St Suite 840, Buffalo, NY 14203
8Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC1 Seneca St Ste 2900, Buffalo, NY 14203
9Merrill Lynch Financial Advisor Martin Zaklikowski50 Fountain Plz #1100, Buffalo, NY 14202
10Jordan Wealth Management3635 Genesee St, Buffalo, NY 14225
11Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC1 Seneca St Ste 2900, Buffalo, NY 14203
12Lorraine Capital760 Seneca St #100, Buffalo, NY 14210
13Merrill Lynch Financial Advisor Martin Zaklikowski50 Fountain Plz #1100, Buffalo, NY 14202
14Counsel Financial500 Pearl St Suite 820, Buffalo, NY 14202
15ROI Financial Group6700 Main St, Buffalo, NY 14221
16Buffalo, NY Branch Office - UBS Financial Services Inc.250 Delaware Ave Suite 610, Buffalo, NY 14202
17LJW Wealth Management Of Raymond James468 Delaware Ave Ste 100, Buffalo, NY 14202
18Revolution Financial Management Buffalo327 Niagara St Suite 7, Buffalo, NY 14201

1.The Walsh Group of Raymond James

Address: 505 Ellicott St Suite 2, Buffalo, NY 14203

(2) user ratings total:

Ahmed Albakri Good financial services
4 /5

2.Carroll Financial Services Inc

Address: 1400 Sweet Home Rd Suite 7, Buffalo, NY 14228

(2) user ratings total:

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David
2 /5

3.Plail Wealth Management

Address: 434 Delaware Ave, Buffalo, NY 14202

images Plail Wealth Management

(2) user ratings total:

Thomas Zimmerman Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.
5 /5

4.Mintco Financial, Inc.

Address: 4444 Main St, Buffalo, NY 14226

(2) user ratings total:

gloria seiler Weve known Mike Minter for several years. He set us up with a Variable Universal Life Insurance policy a long time ago around 15 years ago. That ended up being one of if not the best financial decisions we have ever made. Because of the loan feature we saved over $350 a month transferring some higher debt loans like private educational loans (that received no tax or government benefit). We are so glad that we have a policy set-up for our three year old daughter and will set another one up for our next daughter coming soon!
5 /5

5.Collins Advisors LLC

Address: 610 Main St #202, Buffalo, NY 14202

6.Hightower Advisors LLC/Hightower Buffalo

Address: 747 Hopkins Rd, Buffalo, NY 14221

7.Winthrop Partners

Address: 295 Main St Suite 840, Buffalo, NY 14203

(10) user ratings total:

UCIS Making the transition to Winthrop Partners was the best financial decision my family and I have made. Our advisor, Ryan, is absolutely wonderful and has our accounts growing monthly. Making our future financially secure was always the most important piece for us but the relationship we have developed is such an added bonus. Give them a chance, you won’t regret it!
5 /5

8.Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC

Address: 1 Seneca St Ste 2900, Buffalo, NY 14203

9.Merrill Lynch Financial Advisor Martin Zaklikowski

Address: 50 Fountain Plz #1100, Buffalo, NY 14202

10.Jordan Wealth Management

Address: 3635 Genesee St, Buffalo, NY 14225

(1) user ratings total:

Donna H Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.
5 /5

11.Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC

Address: 1 Seneca St Ste 2900, Buffalo, NY 14203

12.Lorraine Capital

Address: 760 Seneca St #100, Buffalo, NY 14210

13.Merrill Lynch Financial Advisor Martin Zaklikowski

Address: 50 Fountain Plz #1100, Buffalo, NY 14202

14.Counsel Financial

Address: 500 Pearl St Suite 820, Buffalo, NY 14202

15.ROI Financial Group

Address: 6700 Main St, Buffalo, NY 14221

16.Buffalo, NY Branch Office - UBS Financial Services Inc.

Address: 250 Delaware Ave Suite 610, Buffalo, NY 14202

17.LJW Wealth Management Of Raymond James

Address: 468 Delaware Ave Ste 100, Buffalo, NY 14202

18.Revolution Financial Management Buffalo

Address: 327 Niagara St Suite 7, Buffalo, NY 14201