Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Investment Firm In Buffalo and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Western New York Financial Group
- The Walsh Group of Raymond James
- Sterling Investment Counsel LLC
- Miller Gesko Inc
- West Branch Capital LLC
- The Legend Group
- Northwest Bank
- Sandhill Investment Management
- Courier Capital LLC
- Ibis Capital Management LLC
1. Western New York Financial Group
Western New York Financial Group (WNYFG), based in Buffalo, New York, is a fiduciary financial advisory firm specializing in retirement income planning, wealth preservation, and comprehensive financial services. Led by experienced advisors Mark Narby and Michael Aquino, each with over two decades in the industry, WNYFG offers personalized financial strategies tailored to individual client needs. Their services encompass financial planning, portfolio management, and pension consulting, catering to a diverse clientele, including retirees, working professionals, small business owners, and women. With assets under management totaling approximately $80.6 million, the firm emphasizes a client-centric approach, ensuring that financial plans align with clients’ lifestyles and goals. Operating as a fiduciary, WNYFG is committed to acting in the best interests of its clients, providing transparent and trustworthy financial guidance.
2. The Walsh Group of Raymond James
The Walsh Group of Raymond James, located in Buffalo, NY, is a dedicated wealth management team committed to providing personalized financial guidance. Emphasizing collaboration and a client-first philosophy, they offer comprehensive services tailored to individuals, families, and business owners. Their expertise encompasses retirement planning, investment strategies, and wealth preservation, aiming to help clients navigate financial complexities and achieve their long-term goals. With a focus on building lasting relationships, The Walsh Group strives to make a meaningful difference in their clients’ financial lives.
3. Sterling Investment Counsel LLC
Sterling Investment Counsel, LLC is an independent SEC-registered investment advisory firm with over 90 years of combined investment management experience. Based in California, the firm focuses on providing comprehensive, customized investment management services to its clients. Their team of professionals is dedicated to helping clients achieve their financial goals through a structured, results-oriented approach. With a commitment to transparency and integrity, Sterling Investment Counsel seeks to build long-term relationships based on trust and consistent results.
4. Miller Gesko Inc
Miller Gesko Wealth Management is a specialized financial advisory firm serving affluent individuals and families, with offices in Buffalo, New York, and Sarasota, Florida. Established in 1969, the firm began as a private office managing a single family’s wealth and has since expanded to offer comprehensive wealth and personal business management services. Their approach emphasizes understanding each client’s unique background, values, and financial goals to provide tailored strategies. Services include investment management, estate planning, tax strategies, trust administration, and personal business management, with a focus on multi-generational planning and legacy management. The firm prides itself on building long-term relationships and offers a team-based approach, ensuring clients receive personalized attention and expertise. Miller Gesko’s commitment to client success is reflected in their comprehensive service offerings and dedicated team of professionals.
5. West Branch Capital LLC
West Branch Capital LLC is an independent, minority-owned, fee-only Registered Investment Adviser headquartered in Amherst, Massachusetts. Founded in 2004, the firm offers a comprehensive suite of services, including investment management, financial planning, estate planning, and tax strategies, all provided in a fiduciary capacity to ensure clients’ best interests are prioritized. With over 100 years of collective experience, West Branch Capital manages approximately $516 million in assets for around 375 clients, maintaining a client-to-advisor ratio of 1:75 . The firm is recognized for its commitment to transparency and independence, as evidenced by its 5-star rating from investor.com in 2024 . Additionally, West Branch Capital is actively involved in community initiatives, supporting local non-profits and cultural organizations across Massachusetts and New York .
6. The Legend Group
The Legend Group is an independent, full-service financial advisory firm based in Amherst, New York, with a strong presence in Buffalo and other Western New York communities. Operating for over 50 years, the firm partners with Lincoln Investment to offer a wide array of services, including retirement planning, investment management, 403(b) and Roth 403(b) accounts, New York pension plans, college savings plans, insurance options, and employer solutions . The Buffalo office, located at 61 John Muir Drive, Suite 100, is staffed by a team of experienced professionals, such as CERTIFIED FINANCIAL PLANNER™ practitioners like Tom Pontrello and Jeffrey M. Kney, who provide personalized financial guidance to clients . The Legend Group emphasizes a client-centered approach, tailoring strategies to meet each client’s unique financial goals .
7. Northwest Bank
The Northwest Bank branch located at 14 Lafayette Square in Buffalo, NY, offers a comprehensive range of financial services to both personal and business clients. Services include safe deposit boxes, deposit-accepting ATMs, and private banking. The branch is managed by Romeo Whou and is situated in the Rand Building, a prominent office tower in downtown Buffalo. Operating hours are Monday through Wednesday from 9:00 AM to 4:00 PM, Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 5:00 PM. The branch is closed on weekends. For more information or to speak with a representative, you can contact the branch at (716) 842-2500. Additionally, Northwest Bank provides various digital banking services, allowing customers to manage their accounts online or through mobile apps. The bank is a subsidiary of Northwest Bancshares, Inc., and has been serving customers for over 120 years.
8. Sandhill Investment Management
Sandhill Investment Management is an independent, fee-only investment advisory firm based in Buffalo, New York, overseeing over $2.2 billion in assets across 44 states as of December 31, 2024 . Founded in 2004, the firm offers five proprietary investment strategies, including Concentrated Equity Alpha, Large Cap Yield, and Corporate Bond, all managed within Separately Managed Accounts (SMAs) to provide transparency and flexibility for clients . Sandhill’s investment philosophy emphasizes active management, concentrated portfolios, bottom-up research, growth orientation, and a long-term outlook . The firm serves a diverse clientele, including individuals, families, corporations, and foundations, and is committed to delivering superior risk-adjusted returns through a disciplined and research-driven approach .
9. Courier Capital LLC
Courier Capital LLC is a distinguished investment advisory firm headquartered in Buffalo, New York, with additional offices in Rochester, Jamestown, and Pittsburgh. Established in 1967, the firm has built a reputation for delivering personalized financial services to a diverse clientele, including individuals, families, businesses, institutions, and non-profits. Their offerings encompass customized investment management, retirement planning, and consulting services, all grounded in independent and objective financial solutions.
10. Ibis Capital Management LLC
Ibis Capital Management, LLC, founded in 2015 by Matthew J. Makowski, is an independent financial advisory firm based in Buffalo, New York. The firm specializes in personalized wealth management and financial planning services for individuals and families. Emphasizing a tailored approach, Ibis Capital Management offers services including investment management, portfolio reviews, and comprehensive financial planning. As a fee-only fiduciary, the firm is committed to acting in the best interests of its clients, avoiding commission-based products and focusing on transparent, customized financial strategies. Custody of client funds is maintained by Interactive Brokers, LLC, ensuring an added layer of security. The firm’s philosophy centers on building long-term relationships, understanding each client’s unique financial goals, and providing strategies aimed at achieving financial security.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
