Find wealth managers in Buffalo

Buffalo First Wealth Management, LLC's business model is a Registered Investment Advisors (RIA). RIA's goals are aligned with those of their clients. Unlike stockbrokers and broker-dealers, RIAs are bound by fiduciary duty, meaning they must put customers' interests ahead of their own as opposed to Investment Registered Advisor-Broker/Dealers who are

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk. Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested. In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings

Spectrum Wealth Management has been one of the leaders in the financial services field within the Buffalo area for over 30 years. Living in a medium-sized community has allowed us to give our clients the ability to feel like we are part of the family. Being from the Western New York area gives us the ability to understand what our clients are going

Here's a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance. Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. Exchange-traded funds have some things in common with mutual funds, but there are differences, too. Many pre-retirees can

We do not accept anything less from ourselves and this is what we will deliver to you. Continued professional education is a critical reason for our success; improving our technical expertise, financial knowledge and value to you. No small thing: Listening and understanding your needs, wants and concerns, so that we may best serve you - and what's important

Hard work, dedication and a shared belief that focusing on the success of our clients is the most important goal of all. These are the qualities that define our people, and it is the quality of our people that defines us. Joined investment adviser and broker-dealer Harold C. Brown & Co. in 1995 as Senior Equity Analyst. Promoted to Director of Research

Did you miss our Semi-Annual Economic & Markets Update Event? No worries. We have recorded the event for you to watch at any time. Sign up to instantly access the video learn the what the markets are doing going into the second half of 2021. Learn about the latest investment trends, market movements, forecasts and top stock picks from our investment