Buffalo
Proudly Serving New York
Buffalo
6435 West Quaker Street
Orchard Park, NY 14127
Buckingham Strategic Wealth’s Buffalo team serves as your personal financial coach, providing education, commitment, and a partnership that spans multiple generations. We begin every new relationship by creating a holistic and detailed analysis of your personal goals and financial landscape, uncovering and charting your goals, and together planning for a clear vision of the future. We have the financial experience and background to help you make solid decisions.
Our team has been serving successful individuals, families, and businesses in Buffalo and Rochester for more than two decades, before joining Buckingham in 2019. Our model is unique and simple. We base our recommendations on facts, not the latest fads on Wall Street. We look forward to providing you with the peace of mind and restful nights that comes from partnering with a truly trusted advisor.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
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November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
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October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
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