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More than Wealth Management

We strive to provide financial peace of mind by delivering custom, objective advice.
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Buffalo Financial is more than a wealth management firm. We strive to provide financial peace of mind by delivering custom, objective advice designed to give our clients the confidence to pursue their own passion, dreams and talents.

Jeremy I. BeckFounder and President

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MT, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

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Fiduciary and Objective Advice

When we manage assets, we act in your best interests 100% of the time.

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Custom Investment Solutions

Portfolio tailored specifically to your unique situation.

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Unparalleled Integrity

Proven track record of industry compliance.

Wealth Management Solutions Customized for You.

We intergrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

Investment Management

Tax-efficient portfolios, asset protection strategies and custom solutions.

Financial Planning

Understand your needs, implement and monitor your financial plan.

Insurance Planning

Thoughtful insurance planning helps mitigate the risks you cannot foresee.

Business Planning

Custom financial advice for business owners.

Not sure which option is right for you? Answer a few questions, and we will get you in contact with the right advisor.

Your Experienced Team of Professionals

Jeremy I. Beck

President

Matthew J. Pitrola

Wealth Manager

Trish Del Prince

Operations Manager

Haley Travers

Administrative Assistant

Tyler Sacco

Client Service and Research Assistant

Understanding Our Approach.

We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.