Our educational events illuminate key trends in Wealth Management, Financial Planning, Insurance Planning and Business Planning.
Tuesday December 20th: 9AM-10AM
Complimentary Investment Seminar!
Sunrise for Fixed Income Investors!
With CD Rates @ 12 Year highs, we will discuss the opportunities for short term investments.
4990 Transit Road, Depew, NY 14043
Past Events
Wednesday, October 26th: 6:00 to 7:00 PM
Complimentary Investment Seminar!
Topics include:
- Investing during uncertain times
- Completed equity market analysis
- Fixed income ideas
- Q&A Session to follow presentation
Saturday, October 8th: 12:00 to 4:00 PM
Client Appreciation Event!
Our office renovations are finally complete! We would love for you to stop by and see what is new. There will be several food trucks with both savory and sweet options. A variety of beverages will be provided as well. If interested, RSVP is a must, so please use the link below to schedule a time to stop by!
https://calendly.com/buffalofinancial/grand-office-reopening-client-appreciation
Buffalo Financial Office – 4990 Transit Road, Depew, NY 14043
JUNE 9, 2022
“Leukemia and Lymphoma Society” MWOY Grand Finale
JUNE 7, 2022
Online Webinar with Matthew Pitrola “Student Loan Planning and Public Student Loan Forgiveness”.
JUNE 4, 2022
“Leukemia and Lymphoma Society” Annual Golf Tournament
MAY 17, 2022
“Retirement Income Planning” Investment Seminar
APRIL 2, 2022
“Should I convert my IRA to a Roth IRA?” Lunch and Learn
MARCH 19, 2022
“Building a Legacy for your Grandchildren” Lunch and Learn
FEBRUARY 23, 2022
“Selecting the right Business Retirement Plan” Lunch and Learn
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.