Buffalo Financial Group is an independent wealth management firm with $150+ million in Total Assets Under Advisement (As of January 26th 2024), located in beautiful Western New York.
Buffalo Financial is a full-service wealth management firm providing financial planning and wealth management services to individuals, families and businesses. In the nearly two decades since Jeremy I. Beck founded our firm, we have helped family after family grow and protect their wealth while achieving their passions and dreams.
We are proud to be partnered with Commonwealth Financial Network, winner of the prestigious J.D. Power Award for “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Years in a Row”.
Trust and integrity are integral to Buffalo Financial: all of our advisors, including our founder, have a pristine regulatory compliance record, with ZERO disclosures for customer complaints.
Your Experienced Team of Professionals.
When you partner with us, you get a team that works hard every day and genuinely cares for you. Each of us possesses different strengths, but we have one thing in common: we are passionate about helping you.
Jeremy I. Beck
Founder & CEO
Matthew J. Pitrola
President
Jacob Wood
Wealth Manager
Trish Del Prince
Chief Operations Officer
Haley Travers
Director of Marketing
Dawn Esslinger
Marketing Coordinator
Tyler Sacco
Client Service & Research Assistant
Gavin Beck
Client Service & Research Assistant
Understanding Our Approach.
We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.
