Heritage Line Wealth ManagementFinancial advisor in Buffalo, NY

Heritage Line Wealth Management is a financial advisor at 2372 Sweet Home Rd #8, Buffalo, NY 14228, ranked #44 of 109 financial planners in Buffalo and rated 5.0 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Buffalo, NYUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (716) 929-6550 Website ↗

Key facts

Key facts about Heritage Line Wealth Management
Address	2372 Sweet Home Rd #8, Buffalo, NY 14228Get directions
Phone	(716) 929-6550
Website	heritagelinewm.com
Google rating	5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Buffalo and 11 towns within 25 miles: Amherst, North Tonawanda, Tonawanda, Eggertsville, Kenmore, Grand Island, Cheektowaga, Depew, Lancaster, Lockport and West Seneca.

Based in Buffalo, NYView on map

Questions about Heritage Line Wealth Management

How is Heritage Line Wealth Management ranked in Buffalo?

Heritage Line Wealth Management is ranked #44 of 109 financial planners in Buffalo by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Heritage Line Wealth Management serve?

Serves Buffalo and 11 towns within 25 miles: Amherst, North Tonawanda, Tonawanda, Eggertsville, Kenmore, Grand Island, Cheektowaga, Depew, Lancaster, Lockport and West Seneca. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Line Wealth Management?

Heritage Line Wealth Management has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Line Wealth Management?

Call Heritage Line Wealth Management on (716) 929-6550. The business is at 2372 Sweet Home Rd #8, Buffalo, NY 14228. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Heritage Line Wealth Management compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Heritage Line Wealth Management (this business)	—	61	5.0 (4)	—	—
IG Wealth Management - Allen Sadikov, CFP RRC BA	#12	62	5.0 (13)	—	—	23.5 mi
GATT WEALTH MANAGEMENT	#13	61	5.0 (8)	Yes	No	12.9 mi
Four Pillar Wealth Advisory Group - Ameriprise Financial Services, LLC	#15	61	4.4 (7)	No	No	7.4 mi

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