3 Best Financial Services in Buffalo, NY

“Abaya Wealth Management LLC is an independent financial firm. Taunya Abaya is the founder of Abaya Wealth Management LLC. Taunya's journey in financial advice began while teaching special education in Japan, California, and Hawaii. During her free time, she volunteered at the Navy Marine Corps Relief Society, educating military members and their families on financial matters. Her approach is grounded in integrity, professionalism, and individual attention. She takes the time to understand your unique story, goals, and values to deliver customized solutions that align with your priorities. Abaya Wealth Management provides personalized solutions, from comprehensive retirement planning to investment strategies, designed to grow and protect wealth for generations. Clients have 24-hour access to them, ensuring prompt, proactive advice when they need it.”

“Eudaimonia Wealth's purpose is to help families gain clarity and confidence with their money in order to focus their time and energy on the things in life they value most. Brett A. Koeppel is the founder of Eudaimonia Wealth. He currently serves on the board of directors for the Financial Planning Association of WNY and enjoys staying actively involved in the many things that make Buffalo great. As an independent, fee-only registered investment advisor, he is proud to provide advice 100% of the time under the fiduciary standard; a legal requirement to always put the interests of his clients' first. Eudaimonia Wealth's ultimate goal 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 at each step of the way.”

“Note Advisors, LLC is passionate about commitments to their family and themselves. Thomas Waring is the founder of Note Advisors, LLC. Thomas Waring has a Master's Degree in Financial Services (MFSF) and holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He has served on the board of many organizations, including the Special Olympics New York, Leukemia Society, and Gilda’s Club of WNY. He’s a Trustee Emeritus of Hilbert College, former Trustee of the SUNY Fredonia Foundation, past President of the Estate Analysts of WNY, and a former Board Member of the Sled Hockey Foundation.”