We are pleased to announce the opening of our new office at 341 Delaware Ave., Tonawanda, NY 14127. We are able to help clients with Tax Preparation and Planning in addition to all aspects of … [Read More...] about New Satellite Office
WHY CHOOSE BUFFALO FIRST?
Buffalo First Wealth Management, LLC’s business model is a Registered Independent 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 under no such obligation; they must simply offer products that are suitable for their clients. We charge asset based fees to manage our client'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. It was then that they created 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.
At Buffalo First we help you to take charge of your financial future no matter what stage of life you are in.
SEE THE 5 FINANCIAL STEPS YOU CAN TAKE TODAY
TO HELP YOU PLAN FOR TOMORROW
In case you missed it, we had another online seminar last week. Michael Knapp, one of our Financial Advisors as well as a trained Accountant, discussed Year-End Tax Planning. There are steps you can … [Read More...] about Year-End Tax Planning
Last week we hosted a Medicare Seminar with Maria Schenk of Sheridan Benefits. For a recap, view the presentation on our You Tube Channel. Maria highlights a great deal of information and can be … [Read More...] about Medicare 101