Top financial advisors in Buffalo, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have an estate that might exceed New York's exemption thresholds, planning ahead is crucial to avoid unexpected estate tax bills. Advisors who overlook the sharp tax increase just above these limits can leave your heirs with a heavier tax burden than necessary.
- Estate tax cliff awareness. Confirm how the advisor navigates the sudden jump in estate taxes that occurs just above exemption amounts.
- Asset valuation strategies. Ask how they approach valuing your assets to minimize taxable estate size without sacrificing your financial goals.
- Trust and beneficiary planning. Inquire about their experience structuring trusts or beneficiary designations to manage estate tax exposure effectively.
- Coordination with legal professionals. Ensure they work closely with your estate attorney to align financial and legal strategies for your legacy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bruce S
ChFC®, Series 63, Series 65
Buffalo, NY
LPL Financial
Bruce Supernault's 41 years of experience and ChFC® designation equip him to address complex estate planning needs in Buffalo, NY, including tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering both advisory and brokerage services, he provides flat-fee financial planning, distinguishing him from advisors who may charge hourly or lack access to extensive in-house research resources.
Experience: 41 years
Avg account: $399,489
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Anna P
Series 65, Series 66
Buffalo, NY
Collins Advisors, LLC
Anna Pujolas, based in Buffalo, NY, offers 13 years of experience and holds Series 65 and 66 licenses, supporting estate and trust clients with a diversified investment approach that includes fundamental and quantitative analysis. Her firm, Collins Advisors, LLC, manages $159 million across 256 clients and charges up to 1.25% annually, providing a balance of active portfolio management and independent advice compared to other local advisors.
Experience: 22 years
Avg account: $304,756
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Patricia H
CFP®, Series 63, Series 65
Buffalo, NY
Ameriprise
Patricia Hudson's 29 years of experience and CFP® certification equip her to address estate tax challenges for clients in Buffalo, NY, especially those nearing retirement with significant assets. Working at Ameriprise, a large firm offering tax-efficient retirement income planning, she provides detailed, research-driven advice with a modest 0.15% AUM fee, distinguishing her from advisors with less firm support or specialized retirement focus.
Experience: 30 years
Avg account: $471,167
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Braden S
Series 65
Buffalo, NY
Capital Insights Group of WNY, LLC.
Braden Semlitsch in Buffalo, NY, offers estate planning guidance with a focus on income planning and insurance solutions, which can help manage estate tax exposure effectively. His firm, Capital Insights Group of WNY, LLC, serves a diverse client base including trusts and estates, using both passive and active investment strategies, and provides flat-fee financial planning options that may appeal to clients seeking transparent costs.
Experience: 0 years
Avg account: $457,722
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Douglas S
Series 66
Buffalo, NY
Cetera
Douglas Sosnowski in Buffalo, NY, offers expertise in wealth management and tax-loss harvesting, which can be valuable for navigating estate tax cliffs and asset valuation strategies. Affiliated with Cetera, a large firm providing diverse portfolio management and financial planning solutions, he serves high earners approaching retirement and offers flexible flat-fee and hourly consulting options, distinguishing him from advisors with more rigid fee structures.
Experience: 12 years
Avg account: $306,089
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