Best Financial Advisors in Erie County, NY

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List of Firms

Erie County, NY Fiduciary Financial Advisors

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
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LJW Wealth Management Of Raymond James
Location 468 Delaware Ave Ste 100, Buffalo, NY 14202, USA
Phone (716) 768-3379
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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
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David Wolf - Raymond James
5 out of 5
Location 1207 Delaware Ave, Buffalo, NY 14209, USA
Phone (716) 318-5111
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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
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Christopher Shafer - RBC Wealth Management Financial Advisor
Location 6225 Sheridan Dr Suite 318, Williamsville, NY 14221, USA
Phone (716) 635-8406
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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
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Ogorek Wealth Management LLC
SEC File# 801-18446
CRD# 105707
Location 6400 Sheridan Dr Suite 224, Williamsville, NY 14221, USA
Phone (716) 626-5000
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Sgroi Financial LLC
5 out of 5
Location 965 Union Rd, West Seneca, NY 14224, USA
Phone (716) 674-6700
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Hafner Financial Group
Location 6225 Sheridan Dr Ste. 206, Williamsville, NY 14221, USA
Phone (716) 650-4151
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Merrill Lynch Wealth Management Advisor Joseph T Beecher
Location 50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, USA
Phone (716) 849-2025
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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
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Mintco Financial, Inc.
5 out of 5
Location 4444 Main St, Buffalo, NY 14226, USA
Phone (716) 565-1300
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Grenda Group, LLC
5 out of 5
Location 2819 William St, Buffalo, NY 14227, USA
Phone (716) 896-3232
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Louis Licata - Morgan Stanley
5 out of 5
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5050
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C.D. Financial, Inc
5 out of 5
Location 2372 Sweet Home Rd #8, Buffalo, NY 14228, USA
Phone (716) 929-6550
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Patrick T. McGuire - RBC Wealth Management Financial Advisor
Location 6225 Sheridan Dr Suite 318, Williamsville, NY 14221, USA
Phone (716) 635-8435
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Raymond James
2 out of 5
Location 468 Delaware Ave, Buffalo, NY 14202, USA
Phone (716) 768-3379
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George W Laub & Associates
Location 424 Main St #515, Buffalo, NY 14202, USA
Phone (716) 852-2725
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Eudaimonia Wealth
5 out of 5
Location 1207 Delaware Ave Suite 110, Buffalo, NY 14209, USA
Phone (716) 362-1182
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Kautz/Buckley Independent Wealth Management
Location 1967 Wehrle Dr Suite 7, Buffalo, NY 14221, USA
Phone (716) 276-8480
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Financial Advisors in Erie County, NY

Where Certified Financial Advisors in Erie County, NY Serve

Erie County, NY is a bustling metropolis in the heart of Western New York. It boasts a plethora of landmarks, including the iconic Buffalo City Hall, the Buffalo and Erie County Botanical Gardens, and the historic Buffalo Central Terminal. The county is home to some of the top employers in the region, such as M&T Bank, Kaleida Health, and the University at Buffalo. The county is crisscrossed by major highways such as the New York State Thruway, the Niagara Thruway, and the Kensington Expressway. Some of the busiest streets in the county include Niagara Falls Boulevard, Transit Road, and Main Street. Erie County is made up of a diverse array of neighborhoods, from the trendy Elmwood Village to the historic Allentown district. With its rich history, vibrant culture, and bustling economy, Erie County is a true gem of Western New York.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Erie County, NY can benefit greatly from the guidance of a financial advisor. With a population of over 900,000 people, Erie County is home to a diverse range of individuals and families with unique financial needs. A financial advisor can provide personalized advice on topics such as retirement planning, investment strategies, debt management, and tax planning. Additionally, Erie County is home to several large employers, such as the University at Buffalo and M&T Bank, which offer employee retirement plans that can be complex to navigate. A financial advisor can help residents of Erie County understand their options and make informed decisions about their financial future.

Insurance Broker

Residents of Erie County, NY can benefit greatly from working with an insurance broker. With its diverse population and unique geographical features, Erie County presents a wide range of insurance needs that can be overwhelming for individuals to navigate on their own. An insurance broker can help Erie County residents find the right coverage for their specific needs, whether it's health insurance, auto insurance, or home insurance. For example, Erie County is prone to heavy snowfall during the winter months, which can lead to hazardous driving conditions. An insurance broker can help residents find comprehensive auto insurance policies that include coverage for accidents caused by winter weather conditions, giving them peace of mind when they hit the road.

Retirement Planning

Residents of Erie County, NY can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. This is especially important in Erie County, where the cost of living can be high and the job market can be competitive. A retirement planner can help residents navigate these challenges and create a plan that ensures financial stability and security in retirement. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, which can all have a significant impact on an individual's financial future. Overall, working with a retirement planner can be a valuable investment for residents of Erie County who want to ensure a comfortable and secure retirement.

Wealth Management

Residents of Erie County, NY would greatly benefit from the services of a wealth manager. With a population of over 900,000 people, Erie County is one of the most populous counties in New York State. Many residents in Erie County are looking for ways to manage their finances and invest their money wisely. A wealth manager can provide guidance on investment options, retirement planning, and tax strategies. Additionally, Erie County has a diverse economy with industries ranging from healthcare to manufacturing. A wealth manager can help residents navigate this complex economic landscape and make informed decisions about their financial future. Overall, a wealth manager can provide valuable support to residents of Erie County, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Erie County, NY would greatly benefit from the services of a mortgage loan officer. These professionals can assist residents in securing home loans, refinancing existing mortgages, and navigating the complexities of the home buying process. With a high demand for housing in the area and a median home price of $130,000, many residents may struggle to find affordable housing options without the help of a mortgage loan officer. Additionally, Erie County has a diverse population with varying financial backgrounds, making it crucial for residents to have access to personalized guidance and support when it comes to securing a mortgage. A mortgage loan officer can provide invaluable assistance to residents of Erie County, NY in achieving their dream of homeownership.

Tax Services

Residents of Erie County, NY can greatly benefit from the services of a tax advisor. With the county's diverse economy and varying tax codes, it can be difficult for individuals and businesses to navigate the complex tax regulations. A tax advisor can provide guidance on tax planning, preparation, and filing, helping residents to maximize their deductions and minimize their tax liability. Additionally, with the recent changes to the federal tax laws, a tax advisor can help residents understand how these changes may affect their individual tax situation. Overall, a tax advisor can provide valuable assistance to residents of Erie County, NY in navigating the often confusing world of taxes.

Estate Planning Lawyer

Residents of Erie County, NY can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals and families plan for the future by creating wills, trusts, and other important documents that ensure their assets and property are distributed according to their wishes. In Erie County, NY, an estate planning lawyer can also provide guidance on how to minimize taxes and avoid probate, which can be a time-consuming and costly process. Additionally, they can help with healthcare directives and power of attorney, which are essential for ensuring that a person's medical and financial affairs are handled in the event of incapacitation. Overall, an estate planning lawyer can help residents of Erie County, NY achieve peace of mind by ensuring their loved ones are taken care of and their legacy is protected.

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