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Western New York Financial Group, Llc
Buffalo, New York
Western New York Financial Group, LLC is a small investment advisory firm based out of Buffalo, NY, specializing in providing comprehensive investment advisory services. With a team of two dedicated professionals, they cater to a diverse client base of over 140 individual clients, managing assets totaling over $65,348,000.
The firm's investment advisors have a strong track record, with an average of approximately $49,920,000 in assets under management per advisor, which is in line with the industry average. They have developed extensive expertise in managing employer 401Ks and individual assets, accounting for nearly half of thei...see more
Assets Under Mgmt
$65.35M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Western New York Financial Group, Llc
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