Our services are structured so that you only need to think of Buffalo Financial when it comes to your financial questions. We specialize in helping individuals, families and businesses develop sound financial strategies.
”The independent advisors at Buffalo Financial take a personal and proactive approach to financial planning and wealth management.
We begin by learning about what’s most important to you. From there we are able to develop truly customized strategies for managing your wealth that align with your goals and objectives. We don’t just create a plan and hand it over—we take the time to educate you on your financial situation, the opportunities you have, and the pitfalls to avoid. Our firm is uniquely positioned to cater to your needs in these and other areas:
Tax-efficient portfolios, asset protection strategies and custom solutions.
Understand your needs, implement and monitor your financial plan.
Thoughtful insurance planning helps mitigate the risks you cannot foresee.
Custom financial advice for business owners.
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.
Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.
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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.