Buffalo

Proudly Serving New York

Buffalo

6435 West Quaker Street
Orchard Park, NY 14127

Row of historic buildings in Buffalo, NY, located by the serene lakeside

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.
Row of historic buildings in Buffalo, NY, located by the serene lakeside

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Enjoy some of our latest resources

  • 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.

    Read the article
  • 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.

    Read the article
  • 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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