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Finding the right financial advisor can play a vital role in securing your financial future. Whether you’re planning for retirement, managing your investments, or navigating life’s financial complexities, having a knowledgeable and trustworthy advisor by your side can make all the difference.
If you’re in Buffalo and seeking expert financial guidance, consider these respected advisory firms known for their personalized service and deep understanding of the local landscape.
- Michael J. Arena, Financial Consultant
- The Legend Group
- Thoughtful Plan Inc.
- Tucker-Haskins & Associates
- Vision Financial Group
- Wealth Optimization Network LLC
- Weinberg Financial Group
- Weir Financial Resources
- Western New York Financial Group
- Winthrop Financial
1. Michael J. Arena, Financial Consultant
Michael J. Arena is a financial consultant dedicated to assisting individuals and business owners in pursuing their financial goals. Located at 5110 Main St., Walker Center, Suite 214, Williamsville, NY 14221-5200, the firm offers a wide range of financial products and services tailored to meet diverse client needs. Committed to maintaining the highest standards of integrity and professionalism, Michael J. Arena endeavors to understand each client’s financial situation to provide high-quality information, services, and products that help them reach their goals. For more information or to schedule a consultation, visit michaeljarena.com.
2. The Legend Group
The Legend Group is a full-service investment planning firm committed to delivering professional financial advice and services to individuals and businesses throughout Western New York. Located at 61 John Muir Drive, Suite 100, Amherst, NY 14228, the firm offers a comprehensive suite of services, including financial planning, investment management, retirement accounts, 403(b) and Roth 403(b) accounts, New York pension plans, professional portfolio management, college savings plans, insurance options, and employer solutions. With over 50 financial advisors across the region, The Legend Group emphasizes a client-centered approach, tailoring strategies to meet each client’s unique financial goals. For more information or to schedule a consultation, visit legendwny.com.
3. Thoughtful Plan Inc.
Thoughtful Financial Planning is a Minneapolis-based, fee-only financial advisory firm committed to providing personalized financial guidance. Led by Timothy J. LaPean, CFP®, ADPA®, the firm specializes in assisting women, members of the LGBTQIA+ community, and their allies in managing the financial aspects of leading fulfilling lives. Emphasizing a client-centered approach, Thoughtful Financial Planning offers objective advice without the influence of commission-based sales, ensuring that strategies are tailored to each client’s unique goals and values. For more information or to schedule a consultation, visit thoughtfulfinancialplanning.com.
4. Tucker-Haskins & Associates
Tucker-Haskins and Associates is a Syracuse, New York-based financial planning firm dedicated to educating and guiding clients toward achieving their financial goals. Founded in 2002 by Daniel Tucker and James Haskins, the firm specializes in assisting individuals in the pre-retirement stage to structure their assets and wealth for long-term success.
5. Vision Financial Group
Vision Financial Group is a premier financial planning firm serving individuals, families, and businesses across Western, Central, and Upstate New York. Formed through the merger of MassMutual New York State and Financial Partners of Upstate New York, the firm offers a comprehensive suite of services tailored to meet diverse financial needs.
6. Wealth Optimization Network LLC
Wealth Optimization Network, LLC is a financial services firm based in Williamsville, New York, dedicated to assisting clients in building, protecting, and preserving their assets. With a client-centric approach, the firm offers personalized strategies tailored to individual financial goals. Their comprehensive services include financial planning, estate planning strategies, business owner exit planning strategies, wealth management, and investment planning. The firm’s team of experienced professionals emphasizes understanding each client’s unique financial situation to provide high-quality information, services, and products. For more information or to schedule a consultation, visit wealth-network.com.
7. Weinberg Financial Group
Weinberg Financial Group is a comprehensive financial services firm committed to simplifying the complexities of financial planning for individuals and businesses. With offices in Chestnut Hill, MA; Jamestown, NY; Williamsville, NY; San Francisco, CA; and Sarasota, FL, the firm offers a full spectrum of expert financial services designed to ensure clients’ financial security and peace of mind
8. Weir Financial Resources
Weir Financial Resources is dedicated to providing comprehensive financial strategies to enhance personal and business wealth. Located in Buffalo, NY, the firm offers services such as asset protection and executive benefits, focusing on long-term growth and security. Through thoughtful planning and expert guidance, Weir Financial ensures clients are prepared for a financially stable future. Learn more about their approach by visiting weirresources.com.
📍 Address: Buffalo, NY
📞 Phone: (716) 854-3343
📧 Email: info@weirresources.com
9. Western New York Financial Group
Western New York Financial Group, established in 2019, is a fiduciary financial advisory firm located at 560 Delaware Avenue, Suite 102, Buffalo, NY 14202. The firm specializes in comprehensive financial planning, investment management, and pension consulting services, catering to a diverse clientele that includes individuals, small businesses, and pension plans. WNYFG manages approximately $73.7 million in assets across 160 accounts, with an average client balance of $460,413. The team comprises two experienced advisors, maintaining an advisor-to-client ratio of 1:80, ensuring personalized attention and tailored financial strategies. Operating as fiduciaries, they are committed to acting in their clients’ best interests, providing services such as retirement planning, financial advice, debt management, and estate strategy.
10. Winthrop Financial
Winthrop Partners stands out as a fiduciary, fee-only financial advisory firm, offering comprehensive wealth management services across their offices in Buffalo, Doylestown, Pittsburgh, and Miami. The firm is committed to providing personalized financial solutions, including retirement planning and investment strategies, built to meet clients’ long-term objectives. Backed by over 150 years of collective experience, Winthrop ensures transparency, integrity, and a focus on their clients’ best interests, making them a reliable partner in achieving financial success.🔹 Services: Wealth Management, Retirement Planning, Investment Strategies
📍 Locations: Buffalo, Doylestown, Pittsburgh, Miami
📞 Phone: Visit Website for Contact
📧 Contact: info@winthroppartners.com
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