Buffalo First Wealth Management

Specialties

Buffalo First Wealth Management, LLC’s business model is Registered Independent Advisors (RIA). The idea is that RIA’s goals are aligned with those of their customers. Unlike stockbrokers and broker-​dealers, RIA’s are bound by fiduciary duty, meaning they must put customers’ interests ahead of their own. Investment Registered Advisors-​Broker/​Dealers are under no such obligation; they must simply offer products that are suitable for their customers. Securities are offered through an arrangement with Scottrade Advisor Services. Scottrade is not affiliated with Buffalo First. Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc. — Member FINRA and SIPC.

Buffalo First Wealth Management provides tax preparation for individuals and small business. Our qualified tax professional is available 2 nights per week and by appointment.

Buffalo First Advisory Services provides no obligation quotes for life, disability, and long term care insurance. These arrangements are through Crump Insurance Services and Specific Solutions. Crump Insurance Services and Specific Solutions are not affiliated with Buffalo First Advisory.

*Gift Certificate or any other offer on Yelp is only good for tax preparation services or financial planning. Deals can not be used for investments, investment services, or any insurance products.

History

Established in 2013.

Buffalo First Wealth Management was established in 2013. The primary owners left their national broker/​dealer after 8 yrs. The partners have been in the industry for over 20 years combined.

Meet the Business Owner

Allen D.

Business Owner

Allen Dembski is the COO/​Vice President of Buffalo First Wealth Management. Allen is a graduate of Buffalo State College, where he attained his Bachelor of Applied Science Degree in Business Studies. He also graduated from Erie Community College where he attained his Associates of Applied Science Degree in Business Administration. Allen currently hold my Series 6, 63, & 65 Securities Licenses. He also holds his NYS Life, Accident & Health Insurance License. Allen received his NYS Long Term Care Partnership Certificate in 2008.

Allen worked in the insurance industry for 8 years, in which he was promoted within his first year to a sales management position, before entering the financial services profession in 2006.

Allen’s approach centers largely on client education and interaction. This approach allows clients to be a part of a team rather than bystanders. He will utilize his experience to develop strategies that focus on protecting assets from market volatility.