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Buffalo First Wealth Management, LLC

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Buffalo, United States

buffalofirstllc.com
Investment service· Financial consultant· Financial planner· Income protection insurance agency· Insurance broker· Insurance school· Tax preparation

Buffalo First Wealth Management, LLC Reviews | Rating 4,4 out of 5 stars (4 reviews)

Buffalo First Wealth Management, LLC is located in Buffalo, United States on 7606 Transit Rd. Buffalo First Wealth Management, LLC is rated 4.4 out of 5 in the category investment service in United States.

Address

7606 Transit Rd

Phone

+1 7162048369

Service options

Online appointmentsOn-site services

Accessibility

Wheelchair-accessible entranceWheelchair-accessible seatingWheelchair-accessible toilet

Open hours

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M

Michael Knapp

I became an advisor here because I believe in the Registered Investment Advisor (RIA) model. As a consumer, entrepreneur, and accountant, I would look for advisors that have a fiduciary responsibility with fee based compensation. Buffalo First offers that along with professionals of the highest integrity and professionalism. I have one reputation and am very particular about who I do business with. Buffalo First Wealth Management should be on your list of Financial professionals to call.

E

Ellen Morse

We have trusted Buffalo First at Wealth Management for our investment needs. Clear, balanced advice from all advisors

S

Shawn Ball

They have been helping me plan my finical future for a couple years now

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Phil Rot

1. They indicate they will work around your schedule but once you signed up, you have to accomodate to their convenience. 2. Beware that when you terminate service contract with them, they will continue to charge their fees to your brokerage account at Scottrade as when this account is opened, it is linked to them as your advisor. So, even if they are not doing anything anymore, ie your money is just sitting in YOUR account and you are managing it yourself after signing papers to tell them not to manage your account anymore and they signed the same document acknowledging this, fees will still be deducted from your account if you keep your money in Scottrade. In short, move all your money out pronto asap. They do not have the decency to refund you, reflects on lack of integrity. They try to scare you about tax implications on transferring your money out of the account even when there is absolutely none ( I verified with a different non-affiliated advisor and there is none for my case) or maybe they are ignorant. You decide what is worse. 3. I had to remind them of things that can be done/ should be done for me to improve tax efficiencies, instead of the other way around, which is very disconcerting.

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