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Buffalo First Wealth Management

Buffalo First Wealth Management

Fee Based Financial Advisors

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Buffalo First

New Rules Affect Retirement Savings Advice

March 1, 2017

New Rules Affect Retirement Savings Advice

On April 6, 2016, the Department of Labor (DOL) issued new "conflict of interest" rules regarding financial advice as it relates to retirement plans and IRAs. The new DOL rules generally hold financial professionals to a fiduciary standard if they receive compensation for providing investment advice

Blog,  News Buffalo First,  Fee Based,  Fiduciary,  Fiduciary Rule Buffalo NY,  Investment,  Regulation,  Rule,  Wealth Management Buffalo

Social Security Update

November 25, 2015

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

Blog,  News Advisory Services,  benefits,  Buffalo First,  government,  Social Security,  spousal,  Wealth Management

Intern Experience at BFWM

August 18, 2015

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

Blog Buffalo First,  College,  Internship,  UB

New Sign

October 16, 2014

New Sign

  Our new sign was installed in our office today. It is hanging on the wall behind our reception desk. The creation was made by Brooks Anderson, Artifact Timber. You can check out his website, Artifact Timber. Stop and see it in person.

News Buffalo First,  Finanical Services,  Logo,  Office,  Sign,  Williamsville

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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

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