The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor. The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or the purchase of a financial product. The advisor does not receive compensation from another party based on the referral of a client or the client’s business.
Fiduciary Oath
Kevin R. Connolly, MBA
Chief Executive Officer of BuffaloFirst Wealth Management, LLC
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Why Choose BuffaloFirst
Buffalo First Wealth Management, LLC’s business model is Registered Independent Advisors (RIA). The idea is that 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.
Kevin R. Connolly
CEO
Kevin R. Connolly is founder and Chief Executive Officer of Buffalo First Wealth Management, LLC and Chief Executive Officer of Buffalo First Advisory Group, LLC.
Allen Dembski
COO
Allen holds his series 6, 63, & 65 securities licenses. He also holds a New York State Life, Accident and Health license, and carries a NYS Partnership Certificate. In 2011, he completed his Medicare training through AARP and the Center for Medicare and Medicaid.
Incredible 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. Whether you are a doctor, lawyer or even a laborer, we want people to take charge of their financial future.
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RT @GoodwillWNY : Allen from @BuffaloFirstWM #volunteers his time to teach our clients how to manage their money! https://t.co/05Hx3Wmokc
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RT @quotedefamous : Obstacles are challenges for winners and excuses for losers. -M.E Kerr
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Check out our newest blog #buffalo #investments #RIA #fiduciary https://t.co/hmF41b9oqc
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RT @FortuneMagazine : When is Tax Day 2017? https://t.co/0tEGbiueMQ https://t.co/b4pmfcdEJx
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RT @adembski99 : Call @BuffaloFirstWM , that's how to find a fiduciary. https://t.co/r4C0vta9Pq
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