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Over 1,550 reviews for
Buffalo Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Buffalo

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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Have you decided it’s time to start investing your money?

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Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Buffalo

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Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Buffalo, NY

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

6700 MAIN ST
Buffalo

Accelerated Benefits

5880 Venture Drive

Action Finance

2643 Union Rd
Buffalo

ADVANTAGE CAPITAL CORP

338 HARRIS HILL RD
Buffalo

AIG ADVISOR GROUP

525 AERO DR
Buffalo

AIG FINANCIAL ADVISORS

18 LIMESTONE DR
Buffalo

AIG FINANCIAL ADVISORS

8800 MAIN ST
Buffalo

Allegiant Group Inc

189 W Clarkston Rd

AMERIPRISE FINANCIAL

4241 MAPLE RD
Buffalo

Better Way Credit Card Processing Inc

7100 Goodrich Rd
Clarence

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BROOK STREET SECURITIES CORP

8201 MAIN ST
Buffalo

Buffalo Debt Consolidation

110 West Chippewa Street

Buffalo Debt Relief

300 International Dr
Buffalo

BUFFALO INVESTOR MGMT SVC INC

534 DELAWARE AVE
Buffalo

Buffalo IRS Tax Lien Help

472 Franklin Street
Buffalo

CARL W SCHOOF

50 FOUNTAIN PLZ
Buffalo

CHARLES F KREINER

3737 MARINE MIDLAND CTR
Buffalo

CHARLES LEE ABELL

MAIN PL
Buffalo

CHRISTOPHER MALOF

50 FOUNTAIN PLZ
Buffalo

CONN OHIO INC

5892 MAIN ST
Buffalo

Conway Porter, C.P.A., P.C.

5500 Main Street Suite 219
Buffalo

D C MULLAN & CO

688 DELAWARE AVE
Buffalo

DAVID H DESMON

50 FOUNTAIN PLZ
Buffalo

DAVID J BOVEY FINANCIAL SVC

8171 MAIN ST
Buffalo

DebitRepair

788 Columbus Parkway Suite 2
Buffalo

Debt Free Wealthy America

4431 Union Road
Buffalo

DONALD E BURNS

1 HSBC CTR
Buffalo

EDWARD JONES

243 OAKWOOD DR
Buffalo

EQUITY SERVICES INC

598 MAIN ST
Buffalo

F.A.T. Freedom

4/41 Meinzinger Ave.

Fichter Wealth Management Inc

25 California Drive
Buffalo

FLOSS AGENCY INC

6465 Transit Rd
East Amherst

Freyman CPA, P.C.

57 Washington Ave

GARY S REICHE INVESTMENTS

950A UNION RD
Buffalo

GERALD JACK

6245 SHERIDAN DR
Buffalo

Hafner Financial Group

2813 Wehrle Dr
Buffalo

iBank

3090F Pullman St

Investigation Hotline

550 Eglinton Ave. West

IRS Tax Help Team

1201 S Beach Blvd

JANNEY MONTGOMERY SCOTT INC

425 ESSJAY RD
Buffalo

JOHN R PFALZGRAF

50 FOUNTAIN PLZ
Buffalo

KATHLEEN K KUMM

3737 MARINE MIDLAND CTR
Buffalo

LAREE HULSHOFF

50 FOUNTAIN PLZ
Buffalo

Lendinero

848 Brickell Ave 603

LIBERTY MUTUAL INSURANCE-Joshua Zacher

3784 Commerce Court
North Tonawanda

Lost Angels International, Inc.

1170 Peachtree Street NE

Lucrative Debt Relief LLC

107 Ellwood Street
New York

M & T Bank - Buffalo

130 Grant St
Buffalo

Mahoney & Sullivan Financial Group

12111 Rt 240
East Concord

Matrimonial Mediation Services of Buffalo

5500 main street suite 216
Amherst

May Tax Attorney Help

1030 Kimball Tower
Buffalo

MC DONALD INVESTMENTS INC

550 ESSJAY RD
Buffalo

MERRILL LYNCH

50 FOUNTAIN PLZ
Buffalo

Millennium Funding NY

1775 Wehrle Dr Ste 300
Buffalo

MILLIAUSKAS VITO

50 FOUNTAIN PLZ
Buffalo

MORGAN STANLEY

450 ESSJAY RD
Buffalo

PAUL A ROSS

WESTERN BLDG
Buffalo

PAUL J BOROWIAK

3737 MARINE MIDLAND CTR
Buffalo

PETER A BILTEKOFF

50 FOUNTAIN PLZ
Buffalo

PETER J WALSH

50 FOUNTAIN PLZ
Buffalo

PETER T GRIMM

3737 MARINE MIDLAND CTR
Buffalo

RAYMOND JAMES FINANCIAL SVC

8860 MAIN ST
Buffalo

RBC DAIN RAUSCHER

6225 SHERIDAN DR
Buffalo

Reliance Financial Advisors

2819 William St
Buffalo

RICHARD BRIGGS

50 FOUNTAIN PLZ
Buffalo

ROBERT W BAIRD & CO

350 MAIN ST
Buffalo

S C PARKER

5892 MAIN ST
Buffalo

S P Johnson Group

2025 Delaware Ave
Buffalo

SECURITIES AMERICA INC

438 MAIN ST
Buffalo

SECURITIES AMERICA INC

1207 DELAWARE AVE
Buffalo

SECURITIES AMERICA INC

5 LIMESTONE DR
Buffalo

SECURITIES AMERICA INC

388 EVANS ST
Buffalo

SECURITIES AMERICA INC

25 CALIFORNIA DR
Buffalo

SECURITIES AMERICA INC

2819 WILLIAM ST
Buffalo

SMITH BARNEY

50 FOUNTAIN PLZ
Buffalo

SMITH BARNEY

450 Essjay Rd Ste 100
Buffalo

Soldi Partners Inc

248 Rte 25A
East Setauket

Steven Sanders, CPA

401 Maryvale Dr
Cheektowaga

Tax Assistance Group - Buffalo

300 International Drive, Suite 100,
Buffalo

The Mutual Fund Store

1715 Niagara Falls Blvd, Suite 300
Amherst

THOMAS D LUNT

50 FOUNTAIN PLZ
Buffalo

THOR TRADING LLC

1207 DELAWARE AVE
Buffalo

TOWER SQUARE SECURITIES

3625 SENECA ST
Buffalo

TRUBEE COLLINS & CO INC

1 M AND T PLZ
Buffalo

UBS INC

1 HSBC CTR
Buffalo

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Valmar Funding

200 John James Audubon Pkwy Ste 300
Buffalo

VECTOR GROUP

350 ESSJAY RD
Buffalo

VNMutual Solutions Inc

1 Lincoln Centre

WACHOVIA SECURITIES

PO Box 9011
Buffalo

Wilcox Financial

29 California Dr.
Williamsville

WILLIAM KLEIN

6245 SHERIDAN DR
Buffalo

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