EUDAIMONIA WEALTH
1207 Delaware Avenue, Suite 110, Buffalo, NY 14209 Directions
Since 2019
Here’s The Deal:
Eudaimonia Wealth is one of the best financial services located in Buffalo. They 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 the money they have. Their ultimate purpose is to help families gain the financial clarity and confidence to 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.
SPECIALTY:
Investment and Risk Management, Tax and Retirement Planning, Estate & Ongoing Financial Planning
TBR® Inspection Report:
MINTCO FINANCIAL
4444 Main Street, Buffalo, NY 14226 Directions
Since 2001
Here’s The Deal:
Mintco Financial Buffalo was founded in 2001. Their guiding mission to be a leading independent provider of wealth management guidance. The company provides the highest level of client service while providing its clients with a prudent plan to meet their investment needs. They are committed to maintaining the highest standard of integrity and professionalism. They are committed to guiding their clients on their journey to success. They predominantly serve business owners, professionals, and retirees with investment planning. Get a complimentary meeting and quote.
SPECIALTY:
Retirement and Trust Planning, Annuity, 401K and IRA Rollover, Asset Allocations, Estate Planning, Life Insurance Strategies, Risk and Debt Management, Social Security, Long Term Care Needs Analysis & Medicare Planning
TBR® Inspection Report:
EXCELSIOR FINANCIAL
1207 Delaware Avenue, Suite 108, Buffalo, NY 14209 Directions
Since 2018
Here’s The Deal:
Excelsior Financial understands your unique circumstances and ultimately creates an individual plan that gives a roadmap for your financial journey. The firm delivers industry-leading support, client-focused service, and a premier financial services company's financial planning and investment resources. They provide a team approach to financial planning, giving you a broader scope of expertise than you will likely find in any one person. They believe that financial advisory services should be shaped by the unique needs of every customer they serve, from individuals to families to high-caliber institutions. The company's approach and robust capabilities enable them to create customized investment solutions and give a superior standard of service with every investment solution they present.
SPECIALTY:
Corporate Retirement Plan Consulting Education, Financial and Retirement Planning, Investment Solutions Portfolio & Risk Management