We wanted to share two recent bills that have been passed by Congress and what it means for your finances. The Setting Every Community Up for Retirement Enhancement Act (SECURE) Act This was … [Read More...] about Update on SECURE and CARES Act
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
Financial markets have been roiled recently amid fears over the impact of the fast-spreading coronavirus. These near-term disruptions to economic activity are the result of efforts to contain it. … [Read More...] about Staying the course amid market volatility
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss … [Read More...] about Six Keys to More Successful Investing