Advisors at this firm
Juliana J
Series 65
Williamsville, NY
Buffalo First Wealth Management, LLC
Juliana Janson is a financial advisor at Buffalo First Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and has worked at Buffalo First Wealth Management since 2021. Prior to this, she held positions at Trocaire College, Buffalo Niagara Partnership, and Goodwill of WNY. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a range of analytical approaches and investment strategies, regularly reviews accounts, and documents client goals in an Investment Policy Statement.
Allen D
Series 63, Series 65
Williamsville, NY
Buffalo First Wealth Management, LLC
Allen Dembski is a financial advisor with Buffalo First Wealth Management, LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Buffalo First Wealth Management since 2014 and is also involved as an assistant hockey coach at Canisius High School and as a facilitator for the Pro Net Amherst Chamber of Commerce. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a variety of analytical approaches and investment strategies, regularly reviews accounts, and documents client goals and risk tolerance in an Investment Policy Statement.
Jeffrey H
Series 63, Series 65
Williamsville, NY
Buffalo First Wealth Management, LLC
Jeffrey Husarek is a financial advisor with Buffalo First Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Buffalo First Wealth Management in 2021, he worked at Equitable Advisors and Alliance Advisors in 2020, and spent 17 years at Combined Insurance. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and ongoing consulting for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a variety of analytical approaches and investment strategies while documenting client goals and risk tolerance in an Investment Policy Statement.
Kevin C
Series 66
Williamsville, NY
Buffalo First Wealth Management, LLC
Kevin Connolly is a financial advisor with Buffalo First Wealth Management, LLC, holding a Series 66 designation and 8 years of industry experience. He has been associated with Buffalo First Advisory Services and Buffalo First Wealth Management since 2013. In addition to his advisory role, Connolly serves as a trustee at Medaille College, participating in strategic planning and several committees. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a variety of analytical approaches and investment strategies, regularly reviews accounts, and emphasizes documented client goals and risk tolerance in its investment process.