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Find Top Financial Advisors in Buffalo


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Buffalo. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Buffalo

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Buffalo, New York
Financial Advisor Office Location Phone Number
Nicholas Efthemis CFP®,
Cornerstone Financial Planning
5500 Main Street,
Williamsville, NY  14221
(716) 828-8390
Jim Horn,
Financial Engines Advisors, LLC
1715 Niagara Falls Blvd Suite 300,
Amherst, NY  14228
240 Redtail Rd, Suite #11B,
Orchard Park, NY  14127
(716) 832-0035
Lisa Benchaabane,
Financial Engines Advisors, LLC
350 Linden Oaks,
Rochester, NY  14625
(585) 244-3000
Jim Horn,
Financial Engines Advisors, LLC
11 North Street Suite 200,
Canandaigua, NY  14424
(585) 244-3000

Information on Qualified Financial Advisors in Buffalo

Qualifications CRD# 2821400
FirmCRD# 6363
Series 7, 65, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 5500 Main Street,
Suite 260,
Williamsville,
NY 
14221
Phone Number (716) 8288390

About Cornerstone Financial Planning

Cornerstone Financial Planning is an independant financial planning practice in Amherst, NY. Our integrated approach and customised planning process have helped us become the capable, truted advisory firm we are today. We combine objective advice with a cooperative independant environment to provide ongoing financial guidance to individuals, families, and businesses. For many reasons, you need more than a broker or financial adviser. You need a financial planning specialist.



Qualifications CRD# 5495146
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1715 Niagara Falls Blvd Suite 300,
Amherst,
NY 
14228
Phone Number (716) 8320035

Office Location 240 Redtail Rd, Suite #11B,
Orchard Park,NY  14127

"Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4663298
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 350 Linden Oaks,
Drive 1st Floor,
Rochester,
NY 
14625
Phone Number (585) 2443000

Joined Financial Engines in 2009. Began her career in the financial services industry in 2000. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Ithaca College. She is married with two children. Lisa enjoys soccer, reading, and spending time with family."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5495146
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 11 North Street Suite 200,
Canandaigua,
NY 
14424
Phone Number (585) 2443000

"Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Buffalo, New York
Lifetime Wealth Management Group Buffalo, NY
Trubee, Collins & Co., Inc. Buffalo, NY
Hudson Advisor Services, Inc. Buffalo, NY
Trubee, Collins & Co., Inc. Buffalo, NY

Select other cities around Buffalo, New York to broaden your search for a financial advisor