Financial advisors in Buffalo, NY

49 match · page 1 of 2

Anthony Cirocco
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Koeppel
Financial advisor at Eudaimonia Wealth
Eudaimonia Wealth · $35.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Burkhardt
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Jensen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Carrow
Financial advisor at Capital Insights Group of Wny, LLC.
Capital Insights Group of Wny, LLC. · $58.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Jennings
Financial advisor at Sanderson Wealth Management, LLC
Sanderson Wealth Management, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colin Pratt
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connor Rosenecker
Financial advisor at Covenant Wealth
Covenant Wealth
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cynthia Vance
Financial advisor at Sterling Investment Counsel, LLC
Sterling Investment Counsel, LLC · $1.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Certo
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Ford
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eugene Jordan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Kraft
Financial advisor at Sanderson Wealth Management, LLC
Sanderson Wealth Management, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Ahrens
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ian Deluke
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Gendron
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Warner
Financial advisor at Sanderson Wealth Management, LLC
Sanderson Wealth Management, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Goldfarb
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Wolniewicz
Financial advisor at Under Par Planning LLC
Under Par Planning LLC · $33M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Gullo
Financial advisor at Sanderson Wealth Management, LLC
Sanderson Wealth Management, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Rehak
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Plail
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Sanderson
Financial advisor at Sanderson Wealth Management, LLC
Sanderson Wealth Management, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Weber
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lisa Griffin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Schanzlin
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Newman
Financial advisor at High Probability Advisors, LLC
High Probability Advisors, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Angelucci
Financial advisor at Level Financial Advisors, Inc.
Level Financial Advisors, Inc. · $975.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Aquino
Financial advisor at Western New York Financial Group, LLC
Western New York Financial Group, LLC · $84.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Emser
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Buffalo, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Buffalo, NY.

How this list works

Before you hire an advisor in Buffalo, NY