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Buffalo First Wealth Management

Buffalo First Wealth Management

Fee Based Financial Advisors

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For Teachers

At Buffalo First Wealth Management we understand how much teachers have on their plate. Saving for retirement shouldn’t be another worry on your long To Do list.
teacher in classroom

We are a Western New York business working alongside you to make our community better. In fact, one of our financial advisors is a former teacher. When you work with Buffalo First you don’t have to wonder if you’re getting the best deal and best options for your retirement/403(b) accounts.

We have partnered with Aspire as a custodian. Aspire is the leading service provider for 403(b) plans in many school districts nationally and throughout the WNY region.

Now servicing teachers in the Williamsville CSD, Orchard Park CSD, Dunkirk CSD, Cheektowaga Central, Lackawanna CSD, and Canisius High School.

We offer:
  • Open investment choices. We have over 5,000 investment options to customize for your financial goals.
  • Cost effective transparent pricing. You will see we are one of the lowest priced providers in the area once you compare our fees, as much as a 50% savings.
  • User friendly, real-time access to all of your plans details.
  • Accessible advisors: you’ll get your questions answered by a local professional rather than having to call an 800 number.
  • Expert advice. Our advisors have years of experience planning for their client’s financial future.
How to set up your 403(b) account:
  • Meet with a Buffalo First Financial Planner, we can come to you!
  • Our set up process is easy and often can be completed after a short meeting.
  • We will assist you with your paperwork and submit it in order to set up your account.

Contact us today with any questions.

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Our Mission

Buffalo First Wealth Management, LLC’s aim is to be the most respected financial services organization by providing clients with proficiency and strategic vision that meets their financial goals and dreams through comprehensive financial planning.

 

Our Vision

Buffalo First Wealth Management, LLC exists to attract and maintain clients by offering the best, value added, financially healthy solutions to meet their life plans.

Connect With Us

7606 Transit Rd. Suite 100
Buffalo, NY 14221

Satellite Office:
3411 Delaware Ave., Suite 100
Buffalo, NY 14217

(716) 204 -8369

Schedule an Appointment

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