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Buffalo Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Buffalo.

DJW Financial Services
from 50 reviews
  • 9 years in business
  • 106 hires on Thumbtack
Susan K.
Verified review

We needed some basic help and advice with filing sales taxes for a new business for the first time. Duane was so kind and understanding in spite of us having so little knowledge of what we needed to do. Duane made us feel comfortable and he treated us as courteously as if we were a 'big' client. He even said he will check on the rules for sales tax filing for our type of business as it may be exempt from the filing requirement. Duane is building a business built on integrity and excellent customer service for sure. We highly recommend DJW Financial Services.

  • 1 hire on Thumbtack
Noelle F.
Verified review

My husband & I invited Mike to our home to review our financial status. Mike was punctual, well groomed, attentive to our needs, creative in his suggestions, and overall professional. Mike followed up, inobtrusively, and continues to be a source for advice & guidance. We highly recommend Mike!

  • 37 years in business
Thomas C.
Verified review

Eric was very helpful and informative. He took the time to not only review my questions and answer them, he went above and beyond expectations. I was waiting for a short and rushed response and got the opposite. In matters of finance, it is good to know you can get good advice that is not tied to an expectation of payment. It was the ultimate pay it forward. Thanks

Grenda Group
from 1 review
  • 5 years in business
Sherl N.
Verified review

Daniel met with me shortly after contacting him concerning financial planning. He was very professional and presented everything in an easy to understand way. I would reccomend him for your planning needs.


As independent financial advisers, we offer you a wide range of services from coordinating specific areas of concern to providing a comprehensive financial plan. Utilizing a broad array of best of breed industry resources, ClearPlan Financial incorporates investment research, global macro economic analysis and tax planning.


Need a business that provides financial counseling services? The team won’t let you down. Their pros from this company are focused on finishing tasks on time.

  • 28 years in business

Need to find someone who provides financial advisory services? Hire this professional. This individual is available to help various customers.


Searching for financial planning advisors who specialize in business marketing investment and support services? Consider The Martin Group. They have been in the industry since 2001.

  • 40 years in business

Seek business and retirement financial planning help from the reliable financial planners of United Professional Advisors. They have been in the business for over 35 years now.


Find financial planners from this company if you need pros who are dedicated to putting customers' satisfaction above profits. They are some of the best financial planners who are knowledgeable and trustworthy.


I am known for my attention detail, continuous serious for my clients, and making sure I'm always available for my clients questions/needs.


Founded in 1887, we've been a reliable insurance and financial resource for individuals, families and businesses even in the toughest of financial times.


We offer retirement income planning, and insurance and investment planning services. We help people to understand that their ability to produce income is their greatest asset, and to help them to further understand that they need to take steps to protect that ability, as well as the need to begin a plan to create wealth.


As a personal financial representative living in Amherst for nine years with my husband and three children, I know many local families. My knowledge and understanding of the people in this community help me provide over 1,000 customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important -- your family, home, car and more. I'm also here to help you prepare a strategy to achieve your financial goals.


Accumulating wealth through private family banking


Enjoy making people aware of the simplicity of wealth creation.


We work with our clients to implement a plan to protect their family and reach their financial goals..


I provide planning for families in all areas of financial services by doing the following: * I help people take control of their retirement assets by rolling over 401k plans. * I make sure they have enough insurance to protect their loved ones. * I help families save money to send loved ones to college while minimizing the use of loans. * I assist people in reaching and maintaining a standard of living that they envisioned for retirement. * I partner with bankers to provide traditional banking products (mortgages, lines of credit, savings, checking, etc.). Please direct all inquiries to my contact information.


We handle Personal, Corporate tax returns along with full service bookkeeping and accounting and payroll services.


Check out this individual if you need a reliable professional who offers independent financial planning services. This expert is available at your convenience.

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