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Buffalo First Wealth Management, LLC
Buffalo First Wealth Management, LLC: orientación fiduciaria adaptada a metas financieras a largo plazo.
4.2(5 reseñas)
Insurance
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Buffalo First Wealth Management, LLC: orientación fiduciaria adaptada a metas financieras a largo plazo.
Buffalo First Wealth Management, LLC ofrece planificación financiera y asesoramiento de inversiones en Buffalo, NY. Los clientes elogian la responsabilidad fiduciaria con una compensación basada en honorarios y la integridad profesional. Los asesores elaboran planes a medida, explican conceptos complejos con claridad y se enfocan en la seguridad financiera a largo plazo con horarios flexibles. Un revisor señala una preocupación por las tarifas continuas tras la terminación.
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Desarrollo de una estrategia financiera integral adaptada a sus objetivos únicos, que incluye la elaboración de presupuestos, jubilación y eficiencia fiscal.
Gestión y asesoría de inversiones con enfoque fiduciario, centradas en el crecimiento a largo plazo y la gestión de riesgos.
Planificación de seguros personalizada para proteger sus activos y brindar seguridad financiera a usted y a su familia.
Servicios de gestión de patrimonios holísticos que abarcan la planificación patrimonial, la asignación de activos y el seguimiento de metas financieras.
Planes de jubilación estructurados para asegurar la estabilidad financiera y la confianza en su futuro, con apoyo continuo y ajustes.
I recently had the pleasure of working with Allen at Buffalo First Wealth - It was an amazing experience! From the moment I started discussing my financial goals and concerns, he displayed a level of expertise and dedication that immediately put me at ease. What impressed me most was his ability to not just create a plan, but to tailor it specifically to my unique situation. He took the time on a holiday to meet with me in person and to thoroughly understand my financial situation and long-term goals, and then developed a comprehensive strategy to help me achieve them. Throughout the process, Allen was not only professional but also approachable. He patiently answered all my questions, explaining complex concepts in a way that was easy to understand. This made me feel confident and empowered in managing my finances. The plan he crafted for me was nothing short of amazing. It not only addressed my immediate budget goals but also outlined a clear path for long-term financial security. His attention to detail and commitment to my financial well-being were evident in every step of the process. As a result of his guidance, I'm now well on my way to meeting my budget goals, and I have a newfound sense of financial stability and confidence. I genuinely believe that without his expertise, I wouldn't have been able to make these positive changes in my life. I wholeheartedly recommend Buffalo First Wealth to anyone seeking financial stability, investing advice and peace of mind. Their passion for helping clients, their deep knowledge of finance, and their ability to create customized plans make them an invaluable asset in achieving financial success. Thank you for your exceptional service!
I became an advisor here because I believe in the Registered Investment Advisor (RIA) model. As a consumer, entrepreneur, and accountant, I would look for advisors that have a fiduciary responsibility with fee based compensation. Buffalo First offers that along with professionals of the highest integrity and professionalism. I have one reputation and am very particular about who I do business with. Buffalo First Wealth Management should be on your list of Financial professionals to call.
Hemos confiado en Buffalo First at Wealth Management para nuestras necesidades de inversión. Consejos claros y equilibrados de todos los asesores.
Han estado ayudándome a planificar mi futuro financiero desde hace un par de años.
1. They indicate they will work around your schedule but once you signed up, you have to accomodate to their convenience. 2. Beware that when you terminate service contract with them, they will continue to charge their fees to your brokerage account at Scottrade as when this account is opened, it is linked to them as your advisor. So, even if they are not doing anything anymore, ie your money is just sitting in YOUR account and you are managing it yourself after signing papers to tell them not to manage your account anymore and they signed the same document acknowledging this, fees will still be deducted from your account if you keep your money in Scottrade. In short, move all your money out pronto asap. They do not have the decency to refund you, reflects on lack of integrity. They try to scare you about tax implications on transferring your money out of the account even when there is absolutely none ( I verified with a different non-affiliated advisor and there is none for my case) or maybe they are ignorant. You decide what is worse. 3. I had to remind them of things that can be done/ should be done for me to improve tax efficiencies, instead of the other way around, which is very disconcerting.
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