As an important financial center in New York state, Buffalo is home to a number of major investment firms offering a range of services to clients. These investment firms provide asset management, wealth management, retirement planning, stock brokerage and other services to individual and institutional investors in Buffalo and beyond. They employ experienced professionals to help clients achieve their financial goals.
M&T Bank Offers Full Range of Investment Services in Buffalo
As one of the largest regional banks in Buffalo, M&T Bank has a strong investment arm that serves individual and institutional investors. Its M&T Securities division offers brokerage and investment advisory services, providing access to stocks, bonds, mutual funds and other securities.
KeyBank Buffalo Investment Advisors Focus on Client Needs
With roots going back over 190 years in Buffalo, KeyBank is a trusted provider of banking and investment solutions to Western New Yorkers. Its investment advisors take a personalized, goals-based approach in developing portfolios and retirement plans tailored to each client.
Independent Investment Advisory Firms Offer Customized Services
In addition to bank-affiliated options, there are also a number independent SEC-registered investment advisory firms operating in Buffalo and the surrounding region that cater to individual investors. These firms provide truly customized portfolio management reflecting clients’ unique needs and goals.
As a growing regional financial hub, Buffalo offers investors access to major investment firms with the resources and expertise to help clients achieve their financial objectives. From large banks to small independents, Buffalo investment firms employ skilled teams offering highly personalized services.