Best Financial Advisors in East Aurora, NY

We did the hard work of finding trustworthy partners in East Aurora, NY. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

East Aurora, NY Fiduciary Financial Advisors

Royal Financial Group
Location 1780 Union Rd # 2, West Seneca, NY 14224, USA
Phone (716) 656-7540
Directions
Daryl Oar
Location 212 Main St, East Aurora, NY 14052, USA
Phone (716) 652-5776
Directions
Waterford Advisors, LLC
SEC File# 801-62941
CRD# 119442
5 out of 5
Location 3858 N Buffalo St Suite 2, Orchard Park, NY 14127, USA
Phone (716) 580-3906
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
KeyBank
2 out of 5
Location 55 Douglas Ln, East Aurora, NY 14052, USA
Phone (716) 652-6900
Directions
Morgan Stanley Financial Advisors
1 out of 5
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5000
Directions
Foresight Financial Planners, Inc
5 out of 5
Location 950A Union Rd #206, West Seneca, NY 14224, USA
Phone (716) 281-5511
Directions
Jennifer L Krieger Radziwon - Financial Advisor, Ameriprise Financial Services, LLC
Location 240 Redtail Ste 13, Orchard Park, NY 14127, USA
Phone (716) 671-9007
Directions
Financial Advisors in East Aurora, NY

Where Certified Financial Advisors in East Aurora, NY Serve

Nestled in the heart of Western New York, East Aurora boasts a rich history and vibrant community. Landmarks include the Roycroft Campus, a national historic landmark featuring arts and crafts architecture, and the Vidler's 5 & 10, a beloved five-and-dime store that has been in operation since 1930. Top employers in the area include Moog Inc., a global aerospace and defense company, and Fisher-Price, a leading toy manufacturer. Major highways such as Route 20A and Route 400 provide easy access to neighboring cities like Buffalo and Rochester. The town is divided into several distinct neighborhoods, including the Village, Hamlet, and Rural areas, each with their own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of East Aurora, NY can benefit greatly from the advice and guidance of a financial advisor. With its small-town feel and proximity to Buffalo, East Aurora presents unique financial challenges and opportunities. A financial advisor can help residents navigate the local real estate market, which can be competitive and expensive. They can also provide guidance on retirement planning, given the region's aging population. Additionally, with the prevalence of small businesses in the area, a financial advisor can help entrepreneurs with business planning, budgeting, and financing. Overall, a financial advisor can provide East Aurora residents with personalized solutions to their financial needs, helping them to achieve their goals and secure their financial future.

Insurance Broker

Residents of East Aurora, NY can greatly benefit from the services of an insurance broker. With the town's proximity to Buffalo and the surrounding suburbs, residents may require specialized coverage for their homes, vehicles, and businesses. An insurance broker can help residents navigate the complex insurance market and find policies that meet their unique needs and budget. For example, with the town's harsh winters and frequent snowfall, an insurance broker can help residents find coverage that includes protection against damage caused by snow and ice. Additionally, an insurance broker can provide valuable advice on how to reduce insurance premiums and ensure that residents have adequate coverage in the event of an accident or disaster. Overall, an insurance broker can be a valuable resource for residents of East Aurora, NY in protecting their assets and ensuring peace of mind.

Retirement Planning

Residents of East Aurora, NY could benefit greatly from the services of a retirement planner. With a population of just over 6,000 people, many of whom are nearing retirement age, having a professional guide them through the complexities of retirement planning could be invaluable. A retirement planner could help residents of East Aurora, NY navigate the various retirement options available to them, such as Social Security, pensions, and 401(k) plans. They could also assist with estate planning and creating a comprehensive financial plan that takes into account the unique needs and challenges of living in a small town. For example, a retirement planner could help residents of East Aurora, NY plan for potential healthcare costs associated with living in a rural area, or help them explore opportunities for part-time work or volunteerism in retirement. Overall, a retirement planner could provide peace of mind for residents of East Aurora, NY as they prepare for their golden years.

Wealth Management

Residents of East Aurora, NY can benefit from the services of a wealth manager in a number of ways. One of the most common ways is by receiving guidance on how to invest their money wisely. With the help of a wealth manager, residents can make informed decisions about where to put their money and how to diversify their portfolio to minimize risk. Additionally, a wealth manager can provide advice on how to plan for retirement, manage debt, and save for big-ticket items like a home or college education. In a town like East Aurora, where many families have deep roots and a strong sense of community, a wealth manager can also offer guidance on how to incorporate charitable giving into their financial plan, helping residents to support local causes and organizations that are important to them.

Mortgage Loan Officer

Residents of East Aurora, NY can benefit greatly from the help of a mortgage loan officer. One of the most common ways a loan officer can assist residents is by providing guidance and support during the home-buying process. East Aurora is a small town with a tight-knit community, and finding the perfect home can be a challenge. A loan officer can help residents navigate the complex world of mortgages and find the right loan for their unique situation. Additionally, a loan officer can help residents understand the local real estate market, including the average home prices and the best neighborhoods to buy in. This knowledge can be invaluable when it comes to making an informed decision about buying a home in East Aurora.

Tax Services

Residents of East Aurora, NY can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. This is especially important for residents of East Aurora, NY who may be eligible for unique tax breaks, such as those related to the region's agricultural industry. Additionally, a tax advisor can assist residents in navigating the complex tax laws and regulations that apply to their specific situation. For example, East Aurora, NY residents who own businesses may need help with tax planning and compliance, while retirees may require assistance with tax-efficient retirement planning. Ultimately, a tax advisor can help residents of East Aurora, NY minimize their tax liability and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of East Aurora, NY could benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in East Aurora, where many families have deep roots and may have property or businesses that have been in the family for generations. Additionally, an estate planning lawyer can help residents with tax planning and minimizing estate taxes, which can be especially important for those with larger estates. Overall, an estate planning lawyer can provide peace of mind and help ensure that a person's legacy is protected for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in East Aurora, NY