Best Financial Advisors in Lockport, NY

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List of Firms

Lockport, NY Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 7121 Rochester Rd, Lockport, NY 14094, USA
Phone (716) 433-0149
Jennifer O. D'Andrea, LLC
SEC File# 801-111055
CRD# 158043
Location 80 Park Ave, Lockport, NY 14094, USA
Nicholas J. Narchus, PLLC
5 out of 5
Location 14 W Main St, Lockport, NY 14094, USA
Phone (716) 266-9007
5 out of 5
Location 781 Davison Rd, Lockport, NY 14094, USA
Phone (716) 434-3733
Lockport Accounting & Tax Services
Location 256 East Ave, Lockport, NY 14094, USA
Phone (716) 434-0404
Financial Advisors in Lockport, NY

Where Certified Financial Advisors in Lockport, NY Serve

Lockport, NY is a city located in Niagara County, New York. The city was founded in 1825 and is the county seat of Niagara County. Lockport is home to several landmarks, including the Feeder Canal Park, the Hiram A. Mason House, and the Lockport Locks and Canal Museum. The top employers in Lockport are General Motors Powertrain, Niagara County Community College, and SUNY Buffalo State. Major highways and streets in Lockport include NY Route 31, NY Route 93, and NY Route 78. The neighborhoods in Lockport include Downtown, North Lockport, South Lockport, and Upper Mountain.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lockport, NY have a variety of banking services to choose from. There are several national banks with branches in the city, as well as smaller local banks and credit unions. The larger banks offer a full range of services, including checking and savings accounts, loans, mortgages, and investment advice. Local banks may specialize in certain products or services, such as small business loans or home mortgages. And credit unions typically offer lower interest rates on loans and higher interest rates on deposits than either national or local banks.

Insurance Broker

Residents of Lockport, NY can benefit from the services of insurance brokers. These professionals can help residents find the right insurance policy for their needs, and they can also provide advice on how to best protect oneself and one's property. In addition, insurance brokers can assist residents in case of an emergency or a natural disaster.

Retirement Planning

Financial advisors can help Lockport, NY residents with retirement planning in a number of ways. For example, they can help people to save for retirement by creating a savings plan and helping people to stick to it. Advisors can also help people to invest their money wisely so that they will have enough money to retire on. In addition, advisors can provide information about social security and other government benefits that may be available to retirees. Finally, financial advisors can offer advice about when is the best time to retire and how much money people will need to live comfortably in retirement.

Wealth Management

Residents of Lockport, NY can take advantage of wealth management services to help them grow their money and protect it from volatility in the stock market. Wealth management is a process that involves creating and implementing a plan to manage your money effectively. A wealth manager will work with you to identify your goals and create a plan that takes into account your risk tolerance and investment horizon.

Estate Planning Lawyer

If you're a Lockport, NY resident who's nearing the end of your life, or if you have loved ones who are, it's important to have an estate plan in place. An estate plan ensures that your assets and property will be handled according to your wishes after you die. If you don't have an estate plan, the state will make decisions about how your assets are distributed, and those decisions may not reflect your wishes. That's where estate planning lawyers come in. They can help you create a will and other legal documents that ensure your assets are handled the way you want them to be.

Mortgage Loan Officer

Mortgage loan officers can help Lockport, NY residents by providing them with the best mortgage options available. They can also help residents secure the best interest rates and terms for their mortgages. In addition, mortgage loan officers can provide advice on how to improve a resident's credit score, which can lead to better mortgage terms.

Tax Services

Residents of Lockport, NY can benefit from the services of tax accountants. These professionals can help residents save money on their taxes and file their returns in a timely manner. In addition, tax accountants can advise residents on which deductions and credits they are eligible for.


FAQs About Personal Financial Advisors in Lockport, NY