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The Buffalo Financial Group
Buffalo Financial is a wealth management practice that strives to provide financial independence by delivering custom, objective advice. When managing assets...
Overview
Buffalo Financial is a wealth management practice that strives to provide financial independence by delivering custom, objective advice. When managing assets within advisory fee-based relationships, they follow a fiduciary standard 100% of the time. Services include investment management, financial planning, insurance planning, and business planning. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Buffalo Financial; investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
General information
Firm type
RIA
Location
Country
United States
City
Depew
Principals
Jeremy I. Beck
Founder & CEO
Matthew J. Pitrola
President
Jacob Wood
Vice President
Tyler Sacco
Vice President
Trish Del Prince
Chief Operations Officer
Matt Wojcik
Client Relationship Consultant
Crawford Guzinski
Client Relationship Consultant
Dawn Esslinger
Administrative Assistant
Melissa Sacco
Marketing Consultant
Noah Beck
Client Service Associate
Haley Sacco
Marketing Consultant
Gavin Beck
Client Service Associate
Frequently asked questions
Is The Buffalo Financial Group an active investor?
There is no public record of direct investments, fund commitments, or co-investments made by The Buffalo Financial Group. Without disclosed deal activity, tax filings, or a stated mandate, its posture cannot be characterized as either active or passive with any sourcing.
Why does The Buffalo Financial Group maintain no public presence?
Ultra-high-net-worth families often use generic-sounding entities and zero-publicity structures to shield principals from solicitation, security risks, and unwanted attention. The Buffalo Financial Group's opacity is an extreme but not unique example of this privacy-maximizing approach among single-family offices.
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