Amy specializes in helping individuals and families thrive over the long term, providing customized investment and insurance solutions as part of their Wealth Planning process. She believes in taking...
Buffalo (NY) - - Phone: (716) 598-1570Brittany loves fostering relationships with her clients and helping them identify their personal and financial needs. Sheāll listen to your story and actively work to find solutions that will create...
Buffalo (NY) - - Phone: (716) 580-8256During her more than 10 years in the industry, Caity has committed to taking a down to-earth, goals-based approach that puts your needs first. She provides solutions tailored to your individual...
Buffalo (NY) - - Phone: (716) 651-4869Your goals and circumstances are unique, which is why Dan will work with you to build a personalized plan that puts your most important goals front and center. Together, youāll gain a holistic...
Buffalo (NY) - - Phone: (716) 848-6353Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Buffalo (NY) - - Phone: (716) 634-7035He has more than 12 yearsā experience in banking and provides solutions to mirror his clientsā goals and priorities. He takes an educational approach to advising and works hand in hand with you to...
Buffalo (NY) - - Phone: (716) 874-8269When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you ā and partnering to provide...
Buffalo (NY) - - Phone: (716) 632-0821Justin is here to do one thing: help clients like you resolve whatever challenges cross your path while meeting whatever goals you have.
Buffalo (NY) - - Phone: (716) 651-3976Since joining the investment team in 1992, Laura has provided customized investment and insurance solutions for individuals, families, and business owners. She takes great pride in fostering long-term...
Buffalo (NY) - - Phone: (716) 626-4103Meghan specializes in helping individuals and families thrive over the long term, providing customized investment and insurance solutions to augment their wealth planning needs. She believes in taking...
Buffalo (NY) - - Phone: (716) 638-3560Scott focuses his practice on creating transparent, education-based relationships and offering sound advice. By leveraging his professional relationships, he can offer you access to a network of...
Buffalo (NY) - - Phone: (716) 634-4185
Investment advisory service in Buffalo may refer to a form of business that provides investing advice or counsel to an investor in exchange for a fee. They may be of the form of interaction directly with the clients by managing their assets or may provide passive, general advice on which securities or industries will improvise. Investment advisory services in Buffalo are meant to manage a certain amount of money. The actions of all investment advisory services are governed by the Investment Advisors Act of 1940. Importantly, it is a criminal offense for investment advisory services to provide false or misleading information, and to sell or buy their own securities to or from a client.