In 2017 Serena and Jim came to see me. Serena owned her own business. Jim was a lawyer who worked for a well-respected firm in Buffalo. The Problem Jim and Serena were $55,000 in debt, not including … [Read More...] about Case Study: One Couple’s Financial Success Story
WHY CHOOSE BUFFALO FIRST?
Buffalo First Wealth Management, LLC’s business model is Registered Independent Advisors (RIA). RIA’s goals are aligned with those of their customers.
Unlike stockbrokers and broker-dealers, RIAs are bound by fiduciary duty, meaning they must put customers’ interests ahead of their own. Investment Registered Advisor-Broker/Dealers are under no such obligation; they must simply offer products that are suitable for their customers. Flat fees are charged to manage a customer’s accounts value.LEARN MORE
Meet Your Team
After spending almost 10 years working for what is called a Broker Dealer, the founders of the firm decided that they were working for the firm and not their clients, thus creating a fee-based advisory services practice. With their previous experience they are able to determine what solutions are in the best interests of their clients. No matter what stage of life you are in, we want people to take charge of their financial future.
SEE THE 5 FINANCIAL STEPS YOU CAN TAKE TODAY
TO HELP YOU PLAN FOR TOMORROW
Last week started well for investors as stock indexes continued to climb on the heels of the prior week's robust performance. However, reports of a weakening global economy prompted a sell-off last … [Read More...] about Market Update March 25, 2019
Market Volatility Update: Extended bull markets have led to periods of decreased economic activity and often culminates in the form of a large-scale market correction. There has also been a … [Read More...] about Market Update