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BUFFALO FIRST WEALTH MANAGEMENT, LLC

Tel: 716-861-7371
7606 Transit Rd, Suite 100
Williamsville, New York  14221

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BUFFALO FIRST WEALTH MANAGEMENT, LLC

BUFFALO FIRST WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $76,656,085 in assets under management and provides investment advisory services for 448 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

168937

SEC#:

801-120033

No. of Clients:

448

Assets under Management

$76,656,085

No. of Advisors:

4

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