Abaya Wealth Management LLC stands out as one of the premier financial planners in Buffalo, New York. Since their establishment in 2022, they have consistently delivered exceptional services. 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. By operating at the crossroads of financial planning, education, and wealth management, they offer comprehensive solutions to their clients. Specializing in investment comprehension and financial empowerment, they work closely with individuals to foster financial security and confidence. Their ultimate objective is to transform money mindsets by providing accessible and life-changing financial education to the wider community. With Abaya Wealth Management LLC, you can embark on a path towards a brighter financial future.
Best Financial Services in Buffalo
Handpicked Top 3 Financial Services in Buffalo, NY. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
ABAYA WEALTH MANAGEMENT REVIEWS
Taunya is amazing at getting hard to understand concepts, to be finally truly comprehended. She uses her Master’s in Education (without the teacher voice to make you feel comfortable and educated about your wants and needs, so ultimately you make the best decisions about your financial future. She is not selling stocks, she is your partner in the creation of your future wealth.
Taunya is professional and highly knowledgeable about all areas of financial health. We use her for all aspects of our finances from savings and retirement. My husband and I were thinking about buying a house and she walked us through the pros and cons and how it would impact our current financial well-being. I would refer her (and have) to anyone who wants to get financially healthy.
Working with Taunya has been such a great experience! I would highly recommend her to anyone who is trying to achieve any time of long term financial goal. Not only does she know her stuff, but she is also very personable and a pleasure to work with.
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Eudaimonia Wealth is a Financial planner in Buffalo. Their specialization lies in assisting families as they navigate the critical stages of retirement planning and transition. The core of their mission is centered around enabling individuals to lead more prosperous and purposeful lives by optimizing their financial resources. Eudaimonia Wealth is dedicated to empowering families with the necessary financial clarity and confidence to prioritize the aspects of life that hold the greatest value. They excel in tax-efficient retirement planning, ensuring optimal outcomes for families whose financial circumstances align with their expertise. Moreover, they prioritize transparency by establishing a clear, straightforward process that keeps clients well-informed. To explore the possibilities and embark on a journey toward financial prosperity, reach out to Eudaimonia Wealth to schedule a call.
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EUDAIMONIA WEALTH REVIEWS
I've been a client of Eudaimonia Wealth since its inception and have had such a positive experience every step of the way. Brett Koeppel treats individuals with the highest level of respect and the best quality of partnering with him is the care that he has for those he works with. You are not a number and you are not a transaction with Eudaimonia. You are a human that Brett wants to see succeed in life and be set up for your future. I am someone who knows little about finance, retirement savings, and the stock market - Brett does a tremendous job at breaking down the complexities of those areas into digestible concepts. He's a true partner, a reliable ally, and a trustworthy advisor. Recommend him to the nth degree.
I had a very positive experience working with Brett and Eudaimonia Wealth. It was easy to schedule appointments (including phone, zoom or in person meetings) and I received quick responses to my inquiries. Brett took the time to understand my goals, the current state of my affairs, and provided the information and guidance I needed to understand the best next steps to take for my situation. Brett is easy to talk to and genuinely interested in helping people understand the options available to them. I highly recommend Eudaimonia Wealth and Brett's services.
I highly recommend Brett and Eudaimonia Wealth! Brett is very personable and took the time to listen and understand our financial position and needs. His approach to financial planning is very straightforward and refreshing.
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Goldfarb Financial is a well-known financial service in Buffalo. The company is driven by a philosophy centered around a tailored and personalized approach to success, ensuring a meaningful and sustainable future for each client. At Goldfarb Financial, their team of experts diligently assists in formulating comprehensive succession plans, instilling confidence when transitioning from business ownership. They are dedicated to presenting investment options and portfolios that align with the values of their clients, enabling them to make impactful financial decisions. Their approach encompasses harmonizing retirement plans with personal goals and values, ensuring a cohesive and fulfilling financial journey. Notably, Goldfarb Financial also extends their services to clients in New Orleans, further expanding their reach and commitment to exceptional financial guidance.
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GOLDFARB FINANCIAL REVIEWS
I would recommend Goldfarb Financial to New Orleans residents who are looking for socially responsible wealth management. Goldfarb supports companies who are focused on making the world a better place AND being highly profitable. Jeffrey Goldfarb is incredibly personable, has excellent communication skills, and will serve you well.
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