Buffalo Valley Wealth Plus

Buffalo Valley Wealth Plus (CRD# 307918) is a financial advisory firm headquartered in Mifflinburg, PA. They manage $32,060,506 in 168 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
338 Chestnut Street, Mifflinburg, PA 17844
https://www.facebook.com/bvwealthplus
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $190,836
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Buffalo Valley Wealth Plus
Showing 1 - 3 of 3 top financial advisors.
1
Lance Miller, financial advisor Mifflinburg PA
Lance D. Miller
CRD#: 7234515
338 Chestnut Street, Mifflinburg, PA 17844

Lance Miller (CRD# 7234515) is an Investment Advisor Representative working at Buffalo Valley Wealth Plus in Mifflinburg, PA and has over 4 years of experience in the finance industry.

2
Michael Miller, financial advisor Mifflinburg PA
Michael D. Miller
CRD#: 7234514
604 Pinnacle Lane, Mifflinburg, PA 17844

Michael Miller (CRD# 7234514) is an Investment Advisor Representative working at Buffalo Valley Wealth Plus in Mifflinburg, PA and has over 4 years of experience in the finance industry.

3
Luis Montesinos, financial advisor Mifflinburg PA
Luis R. Montesinos
CRD#: 7234512
338 Chestnut Street, Mifflinburg, PA 17844

Luis Montesinos (CRD# 7234512) is an Investment Advisor Representative working at Buffalo Valley Wealth Plus in Mifflinburg, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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