At Buffalo First Wealth Management, we are dedicated to helping our clients achieve their financial goals and protect their hard-earned money and assets. Our team of experienced and knowledgeable financial professionals is committed to providing personalized and comprehensive financial solutions to individuals, families, and businesses.
Our Services
We offer a wide range of services designed to help our clients achieve their financial goals and secure their financial future. These services include:
Comprehensive Financial Planning
Our comprehensive financial planning services help our clients take control of their financial future by providing a personalized plan that covers all aspects of their finances, including investments, retirement, taxes, and more.
Estate Planning & Philanthropy
Our estate planning services help our clients protect and preserve their legacy by providing comprehensive estate planning strategies, including charitable giving and philanthropic strategies.
Family CFO Services
Our Family CFO Services provide busy families with comprehensive financial management and support, allowing them to focus on what matters most.
Financial Education
Our financial education services provide our clients with the knowledge and tools they need to make informed financial decisions and achieve their financial goals.
Insurance
Our insurance services help our clients protect their future and their family's financial security with customized insurance options tailored to their unique needs and goals.
Planning for Businesses
Our institutional consulting services provide customized investment solutions and guidance to meet the unique needs of businesses and organizations, helping them achieve their goals and objectives.
Proactive Tax Planning
Our proactive tax planning services help our clients minimize their tax liability and maximize their savings by taking a strategic approach to their finances.
Why Choose Buffalo First Wealth Management?
We are a Registered Investment Advisor (RIA), which means we are held to the highest standard of care when it comes to managing our clients' money. We are committed to putting our clients' interests first, and we will always act in their best interests. We charge asset-based fees to manage our clients' accounts, providing a transparent and aligned fee structure that benefits our clients.
Our Commitment to Excellence
At Buffalo First Wealth Management, we are committed to excellence in all that we do. We believe that by putting our clients' interests first, we can help them achieve their financial goals and secure their financial future.
Meet Our Team
Our team of experienced and knowledgeable financial professionals is dedicated to providing personalized and comprehensive financial solutions to our clients. We understand the unique financial needs and challenges facing individuals, families, and businesses, and we are committed to providing tailored solutions to meet those needs.
Get Started Today
If you're ready to take control of your financial future and achieve your financial goals, we invite you to schedule a consultation with our experienced wealth management team today.
Overview of Customer Reviews
General Sentiment
The majority of customers have had a positive experience with Buffalo First Wealth, praising their professionalism, expertise, and personalized service. However, one customer had a negative experience, citing issues with scheduling, fees, and a lack of integrity.
Positive Aspects
Expertise and Personalized Service
Customers have praised Buffalo First Wealth for their expertise, attention to detail, and ability to tailor financial plans to individual needs. They have been commended for their professionalism, approachability, and commitment to helping clients achieve financial stability and confidence.
Recommendations
Customers have wholeheartedly recommended Buffalo First Wealth to anyone seeking financial stability, investing advice, and peace of mind. They have been described as an invaluable asset in achieving financial success.
Negative Aspects
Scheduling and Fees
One customer had a negative experience with Buffalo First Wealth, citing issues with scheduling and fees. They alleged that the company continued to charge fees even after the service contract was terminated, and that they lacked integrity in their business practices.
