Established in 1988, Goldfarb Financial has always emphasized Capitalism Doing Good®. We believes in Empowerment through Education. We practice this principle not just with our clients but the entire community.

We strive to offer our clients investment options and portfolios that match their values. We believe a person’s portfolio is an important extension of their values. In an industry where success should be built on trust, we believe it’s important that our clients see not only long term financial returns, but social returns as well. That is why it’s important we develop a dialogue with each of our clients to better understand who they are and what their priorities are. Your investments can help shape the world.

Rather than limiting our clients’ options to fit a specific end goal in global sustainability, we at choose to look at companies as a whole. With inclusive screens we are able to align our clients’ values with the positive impacts companies may have on the world.

We are hoping to redefine the measure of success; how leaving a positive impact on the world should be considered when making decisions. That is why we strive to do our part in leaving a positive mark on the local community of Buffalo, NY and New Orleans, LA.

Keywords: Buffalo, Legacy planning, Business Succession, Values Based Investing, Values Based Planning, Triple Bottom Line, Sustainability, Socially Responsible Investing, Wealth Management, Retirement Planning, Financial Planning, Succession Planning

Sector: Service with Minor Environmental Footprint
Size: 1-9 employees

B Corp Certified – Impact Score: 139.6