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Accounting Firm

Kenneth M. Weinstein, CPA, CFP

Western New York CPA and financial planner offering accounting, tax preparation and planning

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TrustList summary

Kenneth M. Weinstein, CPA, CFP is an accountancy and financial planning practice serving the Buffalo area and the wider Western New York region. It also works with clients in all 50 US states.

Services

  • Income tax preparation: for individuals, property owners and small to medium-sized businesses.
  • Accounting: services to help run a business more effectively.
  • Business transactions: support with starting, buying or selling a business.
  • Financial planning: long-term security, college savings and retirement planning.
  • Estate planning: arranging the transfer of assets to heirs.
  • Insurance review: evaluating life, disability and long-term care needs.

Clients

Individuals, property owners and owners of small to medium-sized businesses across the United States.

Key facts

  • Based in: Buffalo area, Western New York
  • Credentials: Certified Public Accountant, Certified Financial Planner and Personal Financial Specialist

Summary written by TrustList from the business's own published information, Oct 2026.

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