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BEST RATED BUFFALO, NY FINANCIAL SERVICES

3 Best Financial Services in Buffalo, NY

Expert-recommended 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!

Note Advisors, LLC - Buffalo, NY Financial Services - Portrait
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NOTE ADVISORS, LLC

(4.8 Score)
50 Lakefront Blvd,
Buffalo, NY 14202 Directions

Since 2014

Specialty:

✓ Financial Planning ✓ Investment Management ✓ 401(k)/retirement ✓ Business Consulting ✓ Wealth Coaching ✓ Tax Planning and Preparation

"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.

2026 Update: Note Advisors, LLC has Certified Financial Planner professionals who are committed to acting in your best interest and that provide the advice and planning that aligns with your goals, values, and life."

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License CRD #171466

Price:

Financial Planning And Wealth Coaching Per Hour
From $150
Upto $350
Financial Planning And Wealth Coaching Fixed Fee
From $2,500
Upto $50,000
Asset Management Per Annum
From 0.50%
Upto 2.00%
Tax Preparation Per Hour
From $150
Upto $350
Consulting Per Hour
From $150
Upto $350
Consulting Fixed Fees
From $500
Upto $5,000

Contact:

(716) 256-1682

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Abaya Wealth Management LLC - Buffalo, NY Financial Services - Portrait
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3+ YEARS IN TBR
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ABAYA WEALTH MANAGEMENT LLC

(4.7 Score)
1 Seneca Street, Suite 2905,
Buffalo, NY 14203 Directions

Since 2022

Specialty:

✓ Cash Flow and Budgeting ✓ Debt Management ✓ Insurance and Tax Planning ✓ Investment and Estate Planning ✓ Wealth Management ✓ Retirement Planning ✓ Financial Planning

"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.

2026 Update: Taunya Abaya holds Certified Financial Planner® (CFP®), a Registered Investment Advisor (RIA), and a Retirement Income Certified Professional (RICP®) certifications."

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License CRD #317534

Contact:

(716) 345-0110 (716) 535-9603

Mon,Thu & Fri: 9am - 5pm
Tue & Wed: 10am - 7pm
Sat & Sun: Closed

TBR® Inspection Report:

Eudaimonia Wealth - Buffalo, NY Financial Services - Portrait
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5+ YEARS IN TBR
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EUDAIMONIA WEALTH

(4.7 Score)
1207 Delaware Avenue, Suite 110,
Buffalo, NY 14209 Directions

Since 2019

Specialty:

✓ Retirement Income Planning ✓ Tax Planning ✓ Retirement and Estate Planning ✓ Investment Management ✓ Risk Management ✓ Investment Strategies

"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. They create a straightforward process to make sure you know what you're getting into at each step of the way.

2026 Update: Brett A. Koeppel is a member of CFP Board, National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA) and XY Planning Network organizations."

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License CRD #305431

Price:

Minimum Fee For Investment Management Services
From $8,000
Upto $10,000
Ongoing Financial Planning Services
From $500
Upto $5,000
Financial Planning Services Monthly Fee
From $150
Upto $500
Hourly Financial Planning Services $300
Project-Based Financial Planning Services Fixed Fee
From $500
Upto $10,000

Contact:

(716) 362-1182

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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NOTE ADVISORS, LLC REVIEWS

Annual meeting with Shawn,as always he always listens to our concerns,answers our questions.It is professional,but also casual and friendly.We always look forward to our meeting and also come away feeling comfortable with our investments in Shawn's hands.Also a bonus, got to spend a few moments with To Waring Jr.a long time friend.

Meeting with Shawn and Note Advisors is a collaborative experience---a partnership based on helping to plan my best life. For anyone looking to make the best life choices Note Advisors is the best.

Shawn does an excellent job of updating and keeping me informed about everything that is happening in my account. He’s prepared , and answers all of my questions.

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ABAYA WEALTH MANAGEMENT LLC REVIEWS

Taunya has been amazing and a wonderful help! As a young individual, she has helped me through college, graduate school, and into my professional life. She has helped me with managing my finances, loans, as well as saving and investing money. Her guidance and feedback is always clear and compassionate. As someone who is not well versed in finances, Taunya has made each step easy to understand and always puts her clients best intentions first. Taunya is someone who you will not only appreciate working with, but enjoy as well!! I highly recommend working with her.

Choosing Abaya Wealth Management has been one of the best decisions my wife and I have made. Taunya’s expertise in the field is unmatched, and we’ve learned so much from her guidance. We have complete confidence that our finances are in good hands with Abaya Wealth Management.

Abaya Wealth Management has given us guidance, expertise, and a feeling of security. We are able to discuss plans for the future, and our investments are tailored to meet our goals. We have had a wonderful experience.

EUDAIMONIA WEALTH REVIEWS

I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

My experience working with Brett is 5 star . I feel heard and valued . Then there is trust based on confidence that he understands my goals . Lastly , Brett stays in contact regularly with monthly news letter and 1/1 meetings several times a year !! This type of personal attention is unique and appreciated.

Brett is knowledgeable, personable, and trustworthy. He is willing to devote the time to ensure that you have a thorough understanding of the decisions that you make regarding your finances.

TBR® Inspection Score Report

NOTE ADVISORS, LLC Total Inspection Points: 115/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 9
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Real Discounts: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ABAYA WEALTH MANAGEMENT LLC Total Inspection Points: 113/120
Experience: 7
Acknowledgments: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

EUDAIMONIA WEALTH Total Inspection Points: 112/120
Awards History: 8
Business Hours: 8
Current Evaluation: 8
Complete Info: 9
Experience: 9
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10