Buffalo, NY Linwood Ave. Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,959 offices

Location

217 Linwood Ave., Lower Level

Buffalo NY 14209

Advisors at this office

4

Advisors at this office

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Beau R

Series 63, Series 66

Buffalo, NY

Raymond James Financial

Beau Riggs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include positions at LPL Financial and KeyBank. Outside of his advisory work, Riggs is involved in several entrepreneurial ventures, including owning a social media consulting business and managing financial planning and investment management firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal finance work, incorporating advanced analytical tools and specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joshua R

Series 66

Buffalo, NY

Raymond James Financial

Joshua Rohrer is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has one year of industry experience and previously worked at Eagle Financial Group and NCH Corporation. He is also an associate at Accreux Wealth Management, where he serves as a financial advisor and client relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports its clients through advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Andrew D

Series 66

Buffalo, NY

Raymond James Financial

Andrew Durfee is a financial advisor at Raymond James Financial with 22 years of industry experience. He previously worked at UBS Financial Services for 10 years and was with Crux Wealth Advisors before joining Raymond James. Durfee is a Series 66 credential holder and co-owns Accreux Wealth Management LLC, a business supporting his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools. The firm offers a range of advisory programs and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Anthony P

Series 66

Buffalo, NY

Raymond James Financial

Anthony Pandolfi is a financial advisor with Raymond James Financial in Buffalo, NY, holding a Series 66 designation and 22 years of industry experience. His career includes 13 years at UBS Financial Services Inc. Prior to his current role, he was affiliated with Crux Wealth Advisors LLC. Outside of advising, he owns Grand Cru Consulting, a wine and spirits consulting business serving restaurants. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm uses analytical tools tailored to client goals and offers advisory programs alongside institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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