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Collins Advisors, Llc
Buffalo, New York
5.0
2 Reviews
Collins Advisors, LLC is a highly regarded investment advisory firm headquartered in Buffalo, NY. With over $126,648,000 in assets under management, they cater to a diverse clientele of more than 780 individual clients. The firm's expertise lies in managing both employer 401Ks and individual investments, making them well-versed in this space. Boasting an impressive 98% of discretionary assets, Collins Advisors provides tailored investment strategies to meet their clients' unique financial goals.
Operating from a single office, Collins Advisors prides itself on delivering personalized and attentive service to every client. Their t...see more
Assets Under Mgmt
$126.65M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Collins Advisors, Llc
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