3 Best Financial Services in Buffalo, NY

“Abaya Wealth Management LLC is an independent financial firm in Buffalo, New York. Taunya Abaya established the firm in 2022. 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 their clients with a positive money mindset and the confidence to make decisions that lead to long-term happiness and security. Their focus lies in empowering clients with a positive money mindset, equipping them with the confidence to make decisions that pave the way for long-term happiness and security. Their ultimate objective is to transform money mindsets by providing accessible and life-changing financial education to the wider community.

UNIQUE FACTS:
• Free Financial Checklist
• Online Consultation.”

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“Eudaimonia Wealth is a leading financial planning and wealth management firm in Buffalo, NY. Brett A. Koeppel founded the firm in 2019. 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. Contact them to schedule a consultation.

UNIQUE FACTS:
• CFP Professionals
• Online Consultation.”

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“Winthrop Partners is a fee-only financial advisor with offices in Buffalo, NY. 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 with life transitions, from young professionals accumulating assets to affluent individuals and families and those close to or in their retirement years. They don’t advertise themselves as offering unreasonably high returns but strive to provide consistent returns that achieve long-term financial goals. Above all, they are committed to this simple tenet – that your best interests must always precede every decision they make.\

UNIQUE FACTS:
• Complimentary Consultation.”

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