Fiduciary advisors in Buffalo, NY

Buffalo, New York

Accreux Wealth Management is an investment advisory firm in Buffalo, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Buffalo, New York

Buffalo First Wealth Management is a fee-only registered investment advisor in Buffalo, New York, offering estate planning, financial planning, insurance analysis, investment management, and tax planning services. The firm operates as an independent, privately held practice with no commissions, product sales, or third-party revenue arrangements, and charges asset-based fees aligned with client interests. The firm serves clients nationwide and maintains a high client retention rate, with team members including specialists in retirement planning, Medicare strategy, and tax planning.

Buffalo, New York

Cirocco Smith Group is a financial advisory firm in Buffalo, New York, offering investment management, financial planning, and legacy planning services. The firm's approach centers on developing customized financial strategies across retirement planning, tax strategy, estate planning, and investment management. Led by CFP® Tony Cirocco and Financial Advisor Jared Smith with over 50 years of combined experience, the group works with clients to build diversified portfolios, manage cash flow, and plan for major life transitions. The firm emphasizes a transparent, relationship-based model with ongoing plan adjustments and monitoring throughout clients' careers and retirement.

Buffalo, New York

InCareLife is a Buffalo-based advisory firm that provides insurance analysis and planning services with an explicit focus on biblically responsible investing. The firm works with clients to align financial decisions with faith-based principles, incorporating both insurance strategy and values-aligned portfolio construction through partnerships with faith-focused investment managers. InCareLife collects detailed financial information from clients to deliver personalized guidance on insurance needs, retirement, education planning, and legacy goals.

Buffalo, New York

Note Advisors is a fee-based financial planning and investment management firm based in Buffalo, New York, serving individuals, families, and business owners nationwide. The firm's team of Certified Financial Planners (CFPs) operates as fiduciaries and offers holistic planning across six core areas: cash flow and debt optimization, tax strategy, retirement income, risk management, investment strategy, and estate planning. With over a decade of experience, the firm combines financial planning with behavioral money coaching and adjusts client plans as circumstances evolve.

Buffalo, New York

Plail Wealth Management is an investment advisory firm in Buffalo, New York. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Buffalo, New York

Raymond James & Associates is an investment advisory firm in Buffalo, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Buffalo, New York

Tompkins Financial Advisors, based in Buffalo, New York, provides retirement planning and investment management services through a team-based approach. The firm develops customized investment portfolios using both active and passive strategies, with decisions made by an in-house investment committee that monitors portfolios and evaluates market conditions. The firm emphasizes local service, transparent practices, and understanding each client's unique financial objectives.

Buffalo, New York

United Capital Financial Advisors is an investment advisory firm in Buffalo, New York. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.