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Best Financial Planners in Buffalo, New York

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Rankings use the published BizScore formulas. How we score

5Financial Planners scored in Buffalo
56Average BizScore
69Top BizScore
40%AI Visibility 50 or higher
72Average SEO score
4.9Average Google rating (4 rated)

Top Financial Planners in Buffalo

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Showing 1-5 of 5 Financial Planners listings in Buffalo, NY · page 1 of 1

#1Eudaimonia Wealth

5.0 Google rating

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Eudaimonia Wealth website

Score breakdown

AI Visibility57
SEO76
  • Financial Planner
  • Buffalo, New York
  • (716) 362-1182
  • eudwealth.com

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...

Ranked #2 of 14 Financial Planner listings in BuffaloScores updated Jun 22, 2026

#2Buffalo Financial

4.9 Google rating · 4,990 reviews

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Buffalo Financial website

Score breakdown

AI Visibility57
SEO77
  • 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...

Ranked #4 of 14 Financial Planner listings in BuffaloScores updated Jun 7, 2026

#3Note Advisors, LLC

4.8 Google rating

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Note Advisors, LLC website

Score breakdown

AI Visibility28
SEO76
  • Financial Planner
  • Buffalo, New York
  • (716) 256-1682
  • notes.io

Note Advisors, LLC is a financial planner in Buffalo, New York, serving individuals and families with personalized financial planning, retirement planning, and investment guidance. The firm specializes in helping clients achieve long-term financial goals...

Ranked #12 of 14 Financial Planner listings in BuffaloScores updated Jun 7, 2026
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Dale Bielicki - Thrivent website

Score breakdown

AI Visibility33
SEO67
  • Financial Planner
  • Buffalo, New York
  • (716) 695-2200
  • dale.com.co

Dale Bielicki - Thrivent is a Financial Planner in Buffalo, NY. Dale specializes in providing comprehensive financial planning services to individuals and families in the area, focusing on personalized solutions tailored to meet their unique needs. With...

Ranked #11 of 14 Financial Planner listings in BuffaloScores updated Jun 7, 2026

#5Ocean Wealth Group

5.0 Google rating · 27 reviews

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Ocean Wealth Group website

Score breakdown

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

Ocean Wealth Group is a Financial Planner in Buffalo, NY. The firm focuses on managing wealth to help clients enjoy retirement and prepare a legacy that lasts. Its services include financial planning, retirement services, and wealth management. For financial...

Ranked #13 of 14 Financial Planner listings in BuffaloScores updated Sep 17, 2026
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BizScoreAI ranks 5 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. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

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

5 financial planners in Buffalo currently meet the profile-quality bar for this page, with an average BizScore of 56 and a top score of 69.

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. 40% 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.