Top financial advisors working with financial professionals 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 work in finance yourself, you likely face unique challenges like managing irregular income streams or navigating complex compensation packages. Without an advisor familiar with these nuances, you might miss opportunities to optimize your financial plan or overlook risks specific to your profession.
- Industry-specific insight. Look for advisors who understand the financial pressures and benefits common to financial professionals.
- Compensation complexity. Confirm how they handle variable income, bonuses, or deferred compensation in your planning.
- Tax planning nuances. Ask how they address state and federal tax issues that can affect your take-home pay and long-term wealth.
- Career transition support. Check if they provide guidance for changes like moving firms or shifting roles within finance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Taylor J
Series 63, Series 66
Buffalo, NY
Fidelity
Taylor Jordan's 11 years of experience and focus on wealth management make them well-suited to address the complex financial needs of financial professionals in Buffalo, NY. Working at Fidelity, a large firm, Taylor offers comprehensive planning and a broad range of services, which may provide more extensive resources compared to smaller firms in the area.
Experience: 11 years
Avg account: $234,793
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Dante B
Series 63, Series 65
Williamsville, NY
Merrill
Dante Battaglia is well-equipped to support financial professionals in Buffalo, NY, with 30 years of experience and specialties including wealth management, ESG investing, and retirement income strategy. Affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and serves diverse clients including women professionals and LGBTQIA individuals, distinguishing him through his broad expertise and community involvement.
Experience: 30 years
Avg account: $860,085
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Nicholas Z
Series 66
Williamsville, NY
RBC Capital Markets
Nicholas Zinter is well-equipped to assist financial professionals in Buffalo, NY, with his 11 years of experience and expertise in tax-loss harvesting, ESG investing, and managing concentrated stock positions. Operating within RBC Capital Markets, a large firm offering flat-fee options, he serves high earners and executives, providing tailored wealth management solutions that address complex compensation and tax planning needs.
Experience: 11 years
Avg account: $1,017,425
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