Top Professionals
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Buffalo Financial
Buffalo Financial is a Depew, New York–based wealth management firm affiliated with Raymond James that provides customized investment management, financial planning, insurance planning, and business-planning services; Buffalo Financial follows a fiduciary standard for advisory relationships, builds ...Read More
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Buffalo First Wealth Management, LLC
Buffalo First Wealth Management, LLC is an independent, fee-based registered investment advisory firm in Buffalo, New York that provides comprehensive financial planning, investment management, proactive tax planning, estate planning and philanthropy, insurance solutions, business retirement plannin...Read More
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Eudaimonia Wealth
Eudaimonia Wealth is a fee-only, fiduciary financial planning firm based in Buffalo, NY that helps families—especially those at or nearing retirement—develop tax-efficient retirement distribution plans, investment strategies, and comprehensive financial plans; Eudaimonia Wealth (founded and led by B...Read More
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Haven Financial Planning
Haven Financial Planning (Haven Planning) helps clients build confidence through personalized financial planning and investment management services, offering customized financial planning, estate/legacy planning, business planning, retirement strategies, investment management, and insurance solution...Read More
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Level Financial Advisors
Level Financial Advisors is a fee-only, fiduciary financial planning and investment management firm headquartered in East Amherst that focuses on retirement investing, tax-minimization strategies, legacy planning, and comprehensive financial planning for individuals and institutions; Level Financial...Read More
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Plail Wealth Management
Raymond James is a diversified financial services firm founded in 1962 that delivers wealth management, investment banking, capital markets, asset management, banking and trust services to individuals, corporations and municipalities; Raymond James operates through a large network of financial advis...Read More
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Sanderson Wealth Management, LLC.
Sanderson Wealth Management provides comprehensive, integrated wealth-management services to high-net-worth individuals and families from its headquarters in Buffalo, New York; Sanderson Wealth Management, founded in 2001, offers investment consulting, financial planning, estate and generational wea...Read More
Winthrop Partners
Winthrop Partners is a fee-only, fiduciary registered investment advisory firm with offices in Buffalo, Doylestown, Pittsburgh, and Miami that provides comprehensive financial planning, retirement planning, and investment management services as well as advisor-transition support and specialized plan...Read More