Review the services and client experiences of 8 financial advisors serving Buffalo, NY. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
Sandhill Investment is a financial advisory firm specializing in customized investment strategies and portfolio management. With over $2.4 billion in assets under management, we deliver tailored solutions for individuals, families, and institutions across 44 states. Our GIPS-compliant approach prioritizes client goals through five proprietary strategies.
Buffalo First Wealth Management provides independent financial planning and investment advisory services in Buffalo, NY. We specialize in retirement planning, estate strategies, and tax-efficient solutions for individuals and businesses. Our fiduciary approach prioritizes client interests through personalized, data-driven strategies.
Mollot & Hardy is a fiduciary financial planning firm offering wealth management, estate planning, and investment advisory services. Since 1970, we have prioritized client interests through personalized strategies grounded in decades of experience and ethical standards. Our data-driven approach ensures tailored solutions for retirement, tax efficiency, and wealth preservation.
Ogorek Wealth Management is a fee-only financial advisory firm in Western New York specializing in coordinated wealth management and retirement planning. Since 1983, we've provided personalized financial strategies for retirees, business owners, and professionals, focusing on long-term success through ethical, conflict-free advice. Our team of CFP and CFA professionals combines decades of experience with a commitment to acting solely in clients' best interests as Registered Investment Advisors.
Independent Solutions Wealth is an SEC-registered investment advisory firm specializing in wealth management solutions for financial professionals and institutional clients. We provide strategic asset allocation, portfolio management, and comprehensive back-office support while maintaining a client-centric approach to financial planning.
Monarch Wealth Management provides personalized investment advisory and financial planning services, focusing on holistic strategies tailored to clients' unique goals. Established in 2014, we combine expertise in retirement planning, portfolio management, and tax-efficient strategies to help clients navigate financial complexities. Our client-first approach emphasizes transparency, adaptability, and long-term partnership.
Nottingham Advisors is an SEC-registered investment advisory firm specializing in personalized financial planning and portfolio management. Founded in 1981, we serve private clients, financial advisors, and institutional investors through customized investment strategies using ETFs, mutual funds, and fixed-income solutions. Our core-satellite approach combines strategic asset allocation with tactical opportunities to optimize risk-adjusted returns.
Members Advisory Group is a full-service financial advisory firm serving upstate New York. We provide personalized financial planning, investment advisory services, insurance solutions, and tax planning tailored to individual client needs. Our client-centric approach combines integrity, industry expertise, and adaptive technology to build long-term relationships based on trust and financial success.