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Financial Advisors Near You in Buffalo, NY
Find financial advisors close to you in Buffalo. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 1 financial advisors in Buffalo, NY by verified customer ratings and review volume. The highest-rated is Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER® with a 5.0-star rating from 19 verified reviews. The average rating across all listed financial advisors in Buffalo is 5 stars from 19 reviews per business on average.
Financial advisors in Buffalo typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
1
Businesses listed
5★
Avg rating
19
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®
8600 Main St Suite 1, Williamsville, NY 14221, USA
Financial Advisors Rankings in Buffalo, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®8600 Main St Suite 1, Williamsville, NY 14221, USA | 5.0★ | 19 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
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Frequently Asked Questions — Financial Advisors in Buffalo
What is a fiduciary financial advisor and why does it matter in Buffalo?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Buffalo, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Buffalo?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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