Financial Planners in Buffalo, NY

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UBS Financial Services

3. UBS Financial Services

(716) 854-1408

1 Seneca Tower Ste 3737
Buffalo, NY 14203

Held's Janitorial continues to do an outstanding job for us, so we highly and happily recommend them.

Wells Fargo Advisors

4. Wells Fargo Advisors

(716) 852-0107

535 Washington St
Buffalo, NY 14203

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, ser…

Merrill Lynch Wealth Management

5. Merrill Lynch Wealth Management

(716) 849-2121

50 Fountain Plz Ste 1100
Buffalo, NY 14202

From Business: Welcome to Merrill Lynch in BUFFALO, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and i…

Dwight Moldenhauer, Inc.

6. Dwight Moldenhauer, Inc.

(716) 854-2616

600 Delaware Ave
Buffalo, NY 14202

From Business: Specialists in the design of Discriminatory Executive Benefits that provide for efficient wealth accumulation, family and income protection and disruption, estate…

Mark Barill - Ameriprise Financial Services, Inc.

7. Mark Barill - Ameriprise Financial Services, Inc.

(716) 332-6139

1207 Delaware Ave Ste 217
Buffalo, NY 14209

From Business: The advisor listed is an Ameriprise financial advisor in Buffalo. Comments are not verified, may not be accurate and are not necessarily representative of the exp…

Peter Johnson Financial Services (PJFS)

8. Peter Johnson Financial Services (PJFS)

(716) 712-0793

231 Orchard Park Rd
Buffalo, NY 14224

From Business: Our mission is to help our clients attain financial peace of mind. To facilitate this we want to run an office that clients feel meets their every financial plann…

TIAA Financial Services

9. TIAA Financial Services

(866) 842-2054

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

From Business: TIAA’s Amherst, NY is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients pla…

Edelman Financial Engines

10. Edelman Financial Engines

(716) 832-0035

1715 Niagara Falls Blvd Suite 300
Buffalo, NY 14228

From Business: Located on Niagara Falls Blvd. next to the 290 Hwy, the Edelman Financial Engines Advisor Center in Amherst is centrally located to serve the Western New York are…

The Empire Branch

11. The Empire Branch

(716) 626-2500

350 Essjay Rd Ste 300
Buffalo, NY 14221

From Business: The Empire is one of the leading branches within AXA Advisors. With offices spanning across all of Upstate NY in Buffalo, Rochester, Syracuse, Vestal, Albany, Pou…

Hafner Financial Group

12. Hafner Financial Group

(716) 650-4151

2813 Wehrle Dr Ste 12
Buffalo, NY 14221

From Business: The Hafner Financial Group is an independently owned financial consulting firm that has your retirement in mind. Our mission is simple: we want to help you retire…

Lighthouse Capital Associates

13. Lighthouse Capital Associates

(716) 565-3402

2805 Wehrle Dr Ste 14
Buffalo, NY 14221

From Business: Lighthouse Capital Associates is a financial management firm that has been servicing clients in Western New York and beyond since 2003. We provide services to ind…

The Fitch Group

14. The Fitch Group

(716) 849-2020

50 Fountain Plz
Buffalo, NY 14202

Goldfarb Jeffrey M & Associates

16. Goldfarb Jeffrey M & Associates

(716) 842-0145

295 Main St Rm 914
Buffalo, NY 14203

United Capital

17. United Capital

(716) 332-1960

374 Delaware Ave Ste 105
Buffalo, NY 14202

Paramount Settlement Planning

19. Paramount Settlement Planning

(716) 712-0127

3686 Seneca St
Buffalo, NY 14224

Lifetime Wealth Management Group, Inc.

20. Lifetime Wealth Management Group, Inc.

(716) 651-0325

2562 Walden Ave Ste 101
Buffalo, NY 14225

F James Ginnane Cfp

21. F James Ginnane Cfp

(716) 632-4200

300 Corporate Pkwy
Buffalo, NY 14226

Curtis Cluster - TIAA Financial Consultant

22. Curtis Cluster - TIAA Financial Consultant

(866) 842-2054

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Steven Blanchard - TIAA Wealth Management Advisor

23. Steven Blanchard - TIAA Wealth Management Advisor

(716) 862-5933

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Kevin Donaghue - TIAA Wealth Management Advisor

24. Kevin Donaghue - TIAA Wealth Management Advisor

(866) 842-2907

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Alex Hamill - TIAA Wealth Management Advisor

25. Alex Hamill - TIAA Wealth Management Advisor

(866) 842-2054

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Thomas Domin - TIAA Wealth Management Advisor

26. Thomas Domin - TIAA Wealth Management Advisor

(716) 862-5913

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Anne Anderson - TIAA Financial Consultant

27. Anne Anderson - TIAA Financial Consultant

(866) 842-2054

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Jonathan Moyer - TIAA Wealth Management Advisor

28. Jonathan Moyer - TIAA Wealth Management Advisor

(866) 842-2054

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Nicholas Gagliardo - TIAA Wealth Management Advisor

29. Nicholas Gagliardo - TIAA Wealth Management Advisor

(866) 842-2054

100 Corporate Pkwy Ste 112
Buffalo, NY 14226

Carroll Financial Services Inc

30. Carroll Financial Services Inc

(716) 568-2920

1400 Sweet Home Rd Ste 7
Buffalo, NY 14228

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