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About Allen
After working for almost a decade for a national broker dealer, I broke away and started my own RIA firm. We are a fee only advisory firm. We don't have any firm minimums as we feel any individual that wants to invest, should be able to with out prejudice of account value.
Areas of focus
Credentials & background
Designations
AWMA
Licenses
Series 65NYS LifeLife/Accident/HealthNYS Partnership Certificate
Clients served
IndividualsBusiness OwnersTech ProfessionalsMedical ProfessionalsYoung Professionals
Regulatory
- Advisor CRD #5215092
- Firm CRD #168937
The firm
Buffalo First Wealth Management, LLC
**Firm Bio:** We are a full-service law firm dedicated to providing exceptional legal representation and personalized service to our clients. With a team of experienced attorneys specializing in a wide range of practice areas, we are committed to achieving favorable outcomes and exceeding client expectations. We pride ourselves on our unwavering commitment to professionalism, integrity, and client satisfaction.
7606 Transit Rd. Suite 100, Buffalo, New York 14221$76.7M assets under management