Connect with Top-Rated Financial Planners in Buffalo!

Read verified customer reviews of the most reliable financial planners in Buffalo, NY. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Sandhill Investment Management is a nationally-recognized investment firm that offers a suite of benchmark-beating portfolios and provides sound financial advice to individuals, families, corporations, and foundations. With over $2.18 billion in assets under management and advisement, Sandhill is committed to producing a superior risk-adjusted return on clients' capital. The company offers a range of investment strategies, including Concentrated Equity Alpha, Large Cap Yield, and Corporate Bond, and serves clients and institutions located in 42 states across America. Sandhill's team of researchers is dedicated to delivering customized solutions to meet clients' unique needs and goals.
The clients have experienced exceptional guidance and returns, with the firm's approach to investing yielding outstanding results.
5.0
Based on 6 reviews
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Buffalo First is a Registered Investment Advisor (RIA) providing comprehensive wealth management services to individuals, businesses, and institutions. Our team of experienced advisors offers customized investment strategies, financial planning, and estate planning services to help clients achieve their financial goals. With a focus on transparency and alignment with clients' interests, we help protect and grow our clients' hard-earned money and assets. Our services include comprehensive financial planning, investment management, estate planning, and philanthropy. Let us help you take control of your financial future and secure your legacy.
Customers have praised Buffalo First Wealth for their expertise, personalized service, and commitment to helping clients achieve financial stability and confidence.
One customer had a negative experience with scheduling and fees, citing issues with integrity and business practices.
4.5
Based on 8 reviews
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Mollot & Hardy, Inc. is a financial planning firm established in 1970, offering customized wealth management and estate planning services. Our team of experienced advisors has over 140 years of combined experience and works collaboratively to design strategically sound financial plans. We prioritize our clients' interests and have a legal responsibility as fiduciaries to put their needs before our own. Our goal is to positively impact our clients' lives by helping them achieve their financial goals.
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Fichter Wealth Management is a financial services firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. With decades of experience, our team of experts offers a wide range of services, including investment consulting, financial planning, estate and generational wealth planning, business succession planning, philanthropy, tax mitigation, and retirement planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Our approach is designed to be tailored to each client's unique situation, risk tolerance, and goals. Our advisors are committed to providing sound, informed financial advice and helping our clients prepare for every eventuality.
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Ogorek Wealth Management, LLC is a fee-only wealth management firm that helps individuals achieve their financial goals and cultivate their legacy. We provide a comprehensive approach to financial planning, investment management, and safeguarding wealth. Our team of experts takes a personalized approach to understand our clients' unique financial needs and goals, and develops customized investment strategies to help them achieve their objectives. Whether you're looking to consolidate financial relationships, minimize taxes, or make a lasting impact on your loved ones or favorite charities, we're here to help.
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MJB Financial specializes in income protection and retirement planning, providing disability insurance to clients nationwide. The company's goal is to safeguard income and financial security for individuals and their families. With over three decades of experience, MJB Financial represents clients as brokers, working with top-rated insurance companies to provide coverage at the lowest possible premiums. The company's advisors work to identify the most suitable insurance companies for each client's unique needs and budget.
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Level Financial Advisors is a fee-only fiduciary financial planning firm that specializes in helping individuals and families create a sustainable retirement income plan. Our team of certified financial planners uses a rational, evidence-based approach to investment strategy, centered on globally diversified portfolios and low-cost, tax-efficient mutual funds. We also offer specialized services in tax planning, legacy planning, and financial guidance to help our clients achieve their long-term goals. Whether you're just starting to plan for retirement or looking to optimize your existing plan, our experienced professionals are here to help.
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At Independent Solutions Wealth Management, we understand that the financial advisor is the mechanic of the financial plan. We provide world-class back-office support, advanced solutions, and business development for Financial Advisors, Tax Professionals, and Licensed Insurance Representatives. Our investment committee, with over 200 years of industry experience, manages portfolios using strategic asset allocation to help clients achieve success. We host quarterly Economic & Market Updates to keep advisors and their clients informed.
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Jordan Wealth Management empowers individuals to navigate life's transitions by providing personalized wealth management solutions. From financial planning to retirement planning, estate planning, and business consultation, our team works hard to understand clients' unique needs, goals, and future aspirations. We offer tailored services and customized programs to help clients achieve their objectives. With a focus on building long-term relationships, we strive to be a trusted partner in our clients' financial journeys.
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Churn Soft Serve & Coffee is a unique ice cream shop that offers soft serve ice cream made from grass fed Pittsford Dairy milk with natural, minimal processing. We skip the artificial flavors, colorings, and stabilizers to deliver fresh and tasty small batch soft serve to the city we love! With creative toppings and vegan options, churn offers unique soft serve options for everyone! We also team up with local roaster, Tipico Coffee, to craft a coffee menu featuring classically made cappuccinos, lattes, and Americanos, as well as our handcrafted cold brew.
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Amherst TV is a trusted and experienced TV installation company serving the Buffalo, NY area for over 25 years. We specialize in residential and commercial TV installations, home theater installations, and audio/video system installations. Our services include TV mounting, cable installation, home theater design, and equipment sales. We offer a range of solutions for both residential and commercial clients, from simple TV installations to complex audio/video systems. Our team of experts will work with you to design a customized solution that meets your specific needs and budget. With a focus on quality workmanship and customer satisfaction, Amherst TV is the perfect choice for your next TV installation project.
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At Nottingham Advisors, we take pride in serving our clients with a highly personalized approach. We combine more than 40 years of experience, performance, a global perspective, and customized client portfolio solutions to help you meet your financial goals and achieve peace of mind in an ever-changing world. As fiduciary-focused advisors, we work closely with our clients to understand their unique needs and goals, creating a tailored approach to their investment portfolios. Our commitment to accessibility, responsiveness, and transparency sets us apart from other financial advisors.
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