Chief Executive Officer
- Business Development
- Asset Management
- Investment Advisory
An investment in knowledge pays the best interest.
Terry Buffalo is a seasoned executive in the financial services industry, with extensive experience including managing a hybrid FINRA broker-dealer and Registered Investment Advisor firm. Mr. Buffalo is regarded as an expert in these fields with publications in Financial Advisor Magazine and NAIFA’s Advisor Today, as well taking part in a featured interview posted in Boomer Market Advisor. Prior to founding Buffalo Financial Solutions, Buffalo was the Chief Executive Officer of a regional broker dealer for over 10 years, where he took an underperforming firm and revamped the business model from a corporate to an independent structure, with an emphasis on attracting brokers with established clientele. While there, the firm consistently produced a net profit of 7%, compared to an industry average among peers that ranged from negative values to 1.5%, while helping to expand the firm’s overall assets from $400 million to over $2 billion.