Social Security Update
Social Security Program Update The federal budget deal signed into law on Nov. 2 includes two changes that impact Social Security collection strategies. For clients with whom you have already discussed a collection strategy, you will want to make sure they understand how these two changes impact that strategy. For all your other baby boomer […]
Network in Aging Annual Meeting
Real Age: How You Can Control Your Rate of Aging! Buffalo First was proud to be a bronze sponsor at the 35th Annual Meeting and Conference at the Grapevine Banquet center. The event started at 8:30 am with a continental breakfast, networking and member displays. The guest speaker of the event was Dr. Michael Roizen, […]
Project Experience at BFWM
Before I started my internship at Buffalo First, one of my goals was to learn about mutual funds and ETF’s. To get more acclimated with how they work, Al had me research the strongest performing funds by varying categories. He also wrote up a number of questions for me to answer about mutual funds, ETF’s, […]
Intern Experience at BFWM
As a University at Buffalo intern at Buffalo First this summer has been a valuable learning experience. I have been able to not only learn more about finance and making investments but a lot about the world of business. Whether I was meeting new people or working on a project, the internship was always fresh […]
Grand Opening
We would like to thank all of our clients and guest for attending our Grand Opening event. We would like to thank a few people and organizations for their help: Catering – The Zoe Restaurant Desserts – Michelle Connolly Tent/Tables – Brett’s Tent Music – Sophisticats Photography – Marc Murphy Photography Amherst Chamber of Commerce […]
Small Business Awards
On Friday, May 15th, 2015, Buffalo First Wealth Management’s Managing Partner and COO, Allen Dembski, received the Small Business Advocate of the Year Award. The awards ceremony was part of the Amherst Chamber of Commerce’s Small Business Awards Luncheon and Showcase at Samuel’s Grande Manor in Clarence, NY. Mr. Dembski is involved in many activities […]
Grand Opening
Grand Opening Event! Buffalo First Wealth Management is hosting it’s Grand Opening on June 4th, 2015. The event will start at 4:30 pm and end around 8 pm. There will be Hors d’oeuvres, spirits, and beverages. The event will take place at 7606 Transit Rd., Williamsville, NY. Parking will be available at Sheridan Meadows Office […]
New Addition to the BFWM Team
James Smith has joined the Buffalo First Wealth Management team as a Financial Advisor. James Smith will be providing financial planning and portfolio management to clients throughout Niagara County and Western New York. Previously, Jim worked in New York City with UBS Financial Services and other boutique investment firms. He earned a MBA from Canisius […]