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.
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3 Best Financial Services in Buffalo, NY
Expert recommended Top 3 Financial Services in Buffalo, NY. All of our financial services actually undergo 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 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!
Taunya is a knowledgeable, efficient problem-solver who takes time to ask questions and listens to my responses. I would highly recommend her to anyone who is serious about receiving a detailed financial plan.
As someone with no financial background Taunya gave me reassurance that I am on the right track. She didn't try to sell anything and gave great advice. She is very easy to speak with and provided honest feedback. Highly recommend.
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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.
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EUDAIMONIA WEALTH REVIEWS
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 had the pleasure of speaking with Brett in our free phone consultation. Not only did I immediately feel comfortable with him but as the conversation went on, I also gained confidence in his obvious integrity and knowledgeable yet clear explanation of my financial situation. It’s clear he’s truly in this business to help his clients. He made me feel good about my decision, and in him personally , as well. I would recommend him, with high regard, to anyone. Thank you, Brett!
Brett was very professional and he was very focused on my financial needs. He's a great listener and explains everything clearly. He is, of course, non-commissioned, so he has YOUR best interests in mind. I would highly recommend him to anybody.
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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.\
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WINTHROP PARTNERS REVIEWS
Ryan Carney and the astute investing team at Winthrop Partners have continuously performed above and beyond expectations. Equipped with an array of top-notch quality services covering all aspects of the financial realm, Ryan and the knowledgeable team always make sure no stone goes unturned. I highly recommend Winthrop Partner's outstanding services to anyone considering.
Ryan and his team at Winthrop have been courteous and knowledgeable. I’ve been kept in the loop in all decisions and am glad to have them manage my portfolio. I highly recommend!
Ryan and everyone else have been a wonderful team to me for years!
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