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Best Financial Planners in Buffalo, New York

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Claimed listings first, then by BizScore. How we score

8Financial Planners scored in Buffalo
58Average BizScore
84Top BizScore
50%AI Visibility 50 or higher
73Average SEO score
4.8Average Google rating (8 rated)

Top Financial Planners in Buffalo

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Showing 1-8 of 8 Financial Planners listings in Buffalo, NY · page 1 of 1

#1Abaya Wealth Management LLC of Buffalo Top-Rated

5.0 Google rating

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Abaya Wealth Management LLC of Buffalo website

Score breakdown

AI Visibility81
AI Ready-
SEO89
Freshness-
  • Financial Planner
  • Buffalo, New York
  • (716) 345-0110
  • abayatopia.com

Abaya Wealth Management LLC of Buffalo: Abaya Wealth Management LLC is a Financial Planner in Buffalo, NY. The business provides financial planning services to clients in the local area. It holds a rating of 5.00 based on available reviews. The office is located at 1 Seneca St, Suite 2905. It sits...

Category rank by BizScore: #1 of 14 Financial Planner listings in BuffaloScores updated Jun 22, 2026

#2Eudaimonia Wealth of Buffalo

5.0 Google rating

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Eudaimonia Wealth of Buffalo website

Score breakdown

AI Visibility57
AI Ready93
SEO89
Freshness100
  • Financial Planner
  • Buffalo, New York
  • (716) 362-1182
  • eudwealth.com

Eudaimonia Wealth of Buffalo: Eudaimonia Wealth is a Financial Planner in Buffalo, NY. The firm provides fiduciary retirement advice, tax‑planning strategies and investment‑management services, focusing on families who are at or near retirement. As a fee‑only, independent advisory...

Category rank by BizScore: #2 of 14 Financial Planner listings in BuffaloScores updated Oct 28, 2026
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Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility52
AI Ready-
SEO77
Freshness-
  • Financial Planner
  • Buffalo, New York
  • (716) 333-9875
  • ameripriseadvisors.com

Brian Burkhardt, a certified Financial Advisor at Ameriprise Financial Services, LLC, offers personalized financial advice and comprehensive services to help individuals achieve their financial goals through strategic asset management and estate planning.

Category rank by BizScore: #3 of 14 Financial Planner listings in BuffaloScores updated Jun 22, 2026

#4Buffalo Financial

4.9 Google rating · 4,990 reviews

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Buffalo Financial website

Score breakdown

AI Visibility57
AI Ready25
SEO77
Freshness100
  • Financial Planner
  • Buffalo, New York
  • (716) 771-1888
  • buffalonews.com

Buffalo Financial is a financial planner in Buffalo, NY, serving individuals and families with personalized financial guidance. The firm specializes in retirement planning, investment management, and estate planning, helping clients build long-term financial...

Category rank by BizScore: #4 of 14 Financial Planner listings in BuffaloScores updated Oct 25, 2026

#5Winthrop Partners of Buffalo

5.0 Google rating

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Winthrop Partners of Buffalo website

Score breakdown

AI Visibility35
AI Ready12
SEO58
Freshness-
  • Financial Planner
  • Buffalo, New York
  • (716) 322-7478
  • winthrop.edu

Winthrop Partners of Buffalo: Winthrop Partners is a financial planner in Buffalo, NY. The business maintains a 5.00 rating. The business information available online is thorough and well-documented, and their website is structured to be read cleanly by search engines. Winthrop Partners...

Category rank by BizScore: #9 of 14 Financial Planner listings in BuffaloScores updated Oct 24, 2026

#6Note Advisors, LLC of Buffalo

4.8 Google rating

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Note Advisors, LLC of Buffalo website

Score breakdown

AI Visibility28
AI Ready50
SEO76
Freshness100
  • Financial Planner
  • Buffalo, New York
  • (716) 256-1682
  • noteadvisor.com
Category rank by BizScore: #12 of 14 Financial Planner listings in BuffaloScores updated Jun 7, 2026

#7Ocean Wealth Group of Buffalo

5.0 Google rating · 27 reviews

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Ocean Wealth Group of Buffalo website

Score breakdown

AI Visibility28
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Buffalo, New York
  • (716) 458-0051
  • oceanwealthgroup.com

Ocean Wealth Group of Buffalo: Ocean Wealth Group is a Financial Planner in Buffalo, NY, located at 5550 Main St Suite 1. The firm helps clients define and prioritize financial goals to manage wealth, create income for life, and prepare a lasting legacy. Services include retirement...

Category rank by BizScore: #13 of 14 Financial Planner listings in BuffaloScores updated Sep 17, 2026

#8Morgan Stanley Financial Advisors of Buffalo

3.6 Google rating

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M

Score breakdown

AI Visibility4
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Buffalo, New York
  • (716) 849-4800
  • advisor.morganstanley.com
Category rank by BizScore: #14 of 14 Financial Planner listings in BuffaloScores updated Sep 20, 2026
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What the Data Shows for Financial Planners in Buffalo

50% of the 8 financial planners we measured in Buffalo reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 43, compared with an average SEO score of 73.

The average Google rating across 8 rated financial planners is 4.8, and the median listing has 2,508 reviews.

None of the 8 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

BizScoreAI compares 8 financial planners in Buffalo, New York by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Buffalo ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Buffalo, New York does BizScoreAI track?

8 financial planners in Buffalo currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 84.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 50% of measured financial planners in Buffalo score 50 or higher.

Is being listed free?

Yes. Every financial planner in Buffalo is listed and scored for free, and claiming a listing is free too.