Best Financial Advisors in Erie County, NY

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List of Firms

Erie County, NY Fiduciary Financial Advisors

Patrick T. McGuire - RBC Wealth Management Financial Advisor
Location 6225 Sheridan Dr Suite 318, Williamsville, NY 14221, USA
Phone (716) 635-8435
Raymond James

2 out of 5

Location 468 Delaware Ave, Buffalo, NY 14202, USA
Phone (716) 768-3379
Hafner Financial Group
Location 6225 Sheridan Dr Ste. 206, Williamsville, NY 14221, USA
Phone (716) 650-4151
Buffalo Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6622 Main St Ste 2, Williamsville, NY 14221, USA
Phone (716) 565-3880
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Joseph T Beecher
Location 50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, USA
Phone (716) 849-2025
LJW Wealth Management Of Raymond James
Location 468 Delaware Ave Ste 100, Buffalo, NY 14202, USA
Phone (716) 768-3379
Christopher Shafer - RBC Wealth Management Financial Advisor
Location 6225 Sheridan Dr Suite 318, Williamsville, NY 14221, USA
Phone (716) 635-8406
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
Dominic Vivolo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4476 Main St Ste 202, Amherst, NY 14226, USA
Phone (716) 768-2972
Edward Jones - Financial Advisor: John C Fisher
SEC File# 801-3297
CRD# 250

4 out of 5

Location 2954 Delaware Ave, Kenmore, NY 14217, USA
Phone (716) 447-0830
David Wolf - Raymond James

5 out of 5

Location 1207 Delaware Ave, Buffalo, NY 14209, USA
Phone (716) 318-5111
Mintco Financial, Inc.

5 out of 5

Location 4444 Main St, Buffalo, NY 14226, USA
Phone (716) 565-1300
George W Laub & Associates
Location 424 Main St #515, Buffalo, NY 14202, USA
Phone (716) 852-2725
Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 International Dr Ste 100, Buffalo, NY 14221, USA
Phone (716) 622-7356
Ogorek Wealth Management LLC
SEC File# 801-18446
CRD# 105707
Location 6400 Sheridan Dr Suite 224, Williamsville, NY 14221, USA
Phone (716) 626-5000
Eudaimonia Wealth

5 out of 5

Location 1207 Delaware Ave Suite 110, Buffalo, NY 14209, USA
Phone (716) 362-1182
Kautz/Buckley Independent Wealth Management
Location 1967 Wehrle Dr Suite 7, Buffalo, NY 14221, USA
Phone (716) 276-8480
Grenda Group, LLC

5 out of 5

Location 2819 William St, Buffalo, NY 14227, USA
Phone (716) 896-3232
Sgroi Financial LLC
SEC File# 801-112067
CRD# 289764

5 out of 5

Location 965 Union Rd, West Seneca, NY 14224, USA
Phone (716) 674-6700
Louis Licata - Morgan Stanley

5 out of 5

Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5050
C.D. Financial, Inc

5 out of 5

Location 2372 Sweet Home Rd #8, Buffalo, NY 14228, USA
Phone (716) 929-6550
Image of Erie County, NY

About Erie County, NY

Erie County is located in western New York and is home to the city of Buffalo. The county has a population of 932,000 and is the second most populous county in the state. Erie County's largest employers are the University at Buffalo, Kaleida Health, and Erie County government. Major highways and streets in Erie County include Interstate 190, the Niagara Thruway, and Main Street. Some of the county's neighborhoods include Elmwood Village, Delaware Park, and Black Rock.

Where Certified Financial Advisors in Erie County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a vital part of any community. They provide the financial infrastructure that allows businesses to grow and thrive, and they offer stability during tough times. In Erie County, NY, there are many banks that residents can choose from.Each bank offers its own unique set of services, so it's important for residents to shop around and find the one that best meets their needs. Some banks focus on personal banking, while others specialize in business loans or mortgages. No matter what your needs may be, there's a bank out there that can help you meet them.

Insurance Broker

Residents of Erie County, NY can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also provide advice on how to make claims. In addition, insurance brokers can help residents save money on their premiums.

Retirement Planning

People in Erie County, NY can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help people understand their options and make sound decisions about what to do with their money. Advisors can also help people stay on track with their retirement savings goals, and make adjustments as needed. Retirement planning is an important process, and it's helpful to have someone there to guide you through it.

Wealth Management

Wealth management is a term used to describe the various services offered by financial professionals to help individuals manage their wealth. Wealth management can help Erie County, NY residents protect and grow their assets, make sound investment decisions, and plan for their future. Financial professionals who specialize in wealth management can provide valuable guidance and advice on how to save for retirement, pay for college, and reduce taxes. They can also help investors avoid common mistakes that can lead to financial disaster.

Estate Planning Lawyer

Estate planning lawyers can help Erie County, NY residents protect their assets and ensure their wishes are carried out after they die. A good estate plan will include a will, power of attorney, and healthcare directive. These documents can help to avoid probate and ensure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Erie County, NY can help residents by providing them with the best options for their mortgage. They can also provide advice on refinancing, and help residents to understand the terms of their mortgage. In addition, mortgage loan officers can work with residents who are having difficulty making their monthly payments.

Tax Services

If you're a resident of Erie County, NY, and you need help with your taxes, you might want to consider hiring a tax accountant. Tax accountants can help you file your tax return, and they can also help you find any tax deductions or tax credits that you may be eligible for. They can also help you plan for your future tax liabilities. If you're looking for someone to help you with your taxes, contact the accounting firm of Miller & Company. Miller & Company is a full-service accounting firm that has been serving the residents of Erie County for over thirty years.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Erie County, NY