3 Best Financial Services in Buffalo, NY

“Abaya Wealth Management LLC is an independent financial firm established by Taunya Abaya. She is a caring, talented, and highly credentialed independent financial advisor passionate about earning her clients' trust with personal wealth management that achieves positive growth. She holds a CFP® certification, Series 65 License, and Personal Financial Planning Certification from Old Dominion University. She brought her leadership vision to life, and nearly 100% of her customers joined her new business. She and her team empower clients with a positive money mindset, giving them the confidence to make decisions that lead to long-term happiness and security. Their goal is to transform money mindsets by offering accessible, life-changing financial education to the community.”

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“Eudaimonia Wealth is founded by Brett A. Koeppel. He is passionate about his work and the opportunity to make a meaningful impact in the lives of others. He has the certification in CERTIFIED FINANCIAL PLANNER™ designation. He grew up in Kenmore, attended Canisius College, and lived in the Elmwood Village alongside his wife, Erin. He currently serves on the board of directors for Habitat for Humanity Buffalo and the Financial Planning Association of WNY. He and his team specialize in working with families seeking guidance as they prepare for and transition into retirement. They exist to help people live more prosperous, more intentional lives by making the most of their money. Their ultimate purpose is to help families gain financial clarity and confidence so that they can focus their time and energy on the things in life they value most. They create a straightforward process to make sure you know what you're getting into each step of the way.”

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“Winthrop Partners aim for consistent returns that align with long-term financial goals. Brian Werner is the managing director of the firm. He specializes in providing family office-style finance planning services to physicians, business owners, executives, and institutional clients. His specialty is a comprehensive approach that incorporates all aspects of personal financial planning, including portfolio risk management, business succession and estate planning, asset protection and insurance advisory, and liability structure and management. He and his team will work with you in the manner you prefer, at your choice, and at the level you like. They focus on helping individuals through life transitions, from young professionals building assets to affluent families and those nearing or in retirement. Above all, they prioritize your best interests in every decision they make.”

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