Retirement Planning in Erie County, NY

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List of Firms

Top Retirement Planners in Erie County, NY

Senior Financial & Tax
Location 5205 Chestnut Ridge Rd, Orchard Park, NY 14127, USA
Phone (716) 662-4470
Eudaimonia Wealth
5 out of 5
Location 1207 Delaware Ave Suite 110, Buffalo, NY 14209, USA
Phone (716) 362-1182
Frank Antonucci
Location 4063 N Buffalo St, Orchard Park, NY 14127, USA
Phone (716) 667-2066
Plail Wealth Management
Location 50 Fountain Plz Ste 1400, Buffalo, NY 14202, USA
Phone (716) 355-3063
TIAA Financial Services
2 out of 5
Location 100 Corporate Pkwy Suite 112, Amherst, NY 14226, USA
Phone (866) 842-2054
The Arthurs Malof Group - UBS Financial Services Inc.
Location 250 Delaware Ave Suite 610, Buffalo, NY 14202, USA
Phone (716) 849-3880
Clearplan Financial, Inc
5 out of 5
Location 6470 New Taylor Rd, Orchard Park, NY 14127, USA
Phone (716) 312-7424
Sanderson Wealth Management, LLC.
4 out of 5
Location 50 Fountain Plaza, Buffalo, NY 14202, USA
Phone (716) 566-2420
Retirement Planning in Erie County, NY

About Erie County, NY for Those Planning to Retire

Erie County is located in western New York and is bordered by Lake Erie to the north. The county has a population of 949,000 and is the second most populous county in the state. Major highways and streets in Erie County include the New York State Thruway, Interstate 90, and Interstate 190. Some of the county's most notable landmarks include Niagara Falls, Presque Isle State Park, and the Buffalo Naval Park. The top employers in Erie County are the Buffalo Niagara Medical Campus, University at Buffalo, and Kaleida Health. The neighborhoods of Erie County vary widely in terms of demographics and socioeconomic status.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Banks and credit unions offer a variety of benefits to their customers, including low interest rates on loans and mortgages, no or low fees for checking and savings accounts, and a wide range of products and services.For people living in Erie County, NY, the banks and credit unions in their area offer a number of ways to save money and get great deals on financial products. In addition to traditional banking products like checking and savings accounts, many local banks offer specialized products like car loans, home mortgages, and small business loans.

Estate Planning Lawyer

Living in Erie County, NY comes with a lot of benefits, but it also comes with its own set of challenges. One of the biggest challenges that many residents face is estate planning. Without an estate plan in place, your loved ones could be left dealing with a lot of stress and confusion after you die. That's why it's important to work with an estate planning lawyer who can help you create a plan that meets your specific needs.

Mortgage Loan Officer

If you're a resident of Erie County, NY, it's important to work with a mortgage loan officer who can help you get the best possible deal on your home loan. A good mortgage loan officer will know the local market inside out and will be able to guide you through the process of buying a home, from finding the right property to getting approved for a loan. They can also help you find special programs that are available only in your area, such as first-time homebuyer programs or down payment assistance. So if you're looking for a new home in Erie County, be sure to work with a qualified mortgage loan officer.

Wealth Management

Living in Erie County, NY comes with a lot of benefits, but it can also be difficult to manage your money on your own. A wealth manager can help you make the most of your money and live a comfortable life in your area. If you're looking for quality financial advice, don't hesitate to reach out to a local wealth manager today.

Financial Advisor

Living in Erie County, NY comes with a lot of benefits, but it can also be expensive. That's why so many people are turning to financial advisors for help. Advisors can help you save money on taxes, invest your money wisely, and plan for the future. They can also help you deal with difficult financial situations, like bankruptcy or debt. If you're looking for ways to improve your financial situation, working with a financial advisor is a great place to start.

Insurance Broker

Living in Erie County, NY comes with a lot of benefits, but it's important to protect your finances and property with the right insurance policy. An insurance broker can help you find the best coverage for your needs and budget. Here are three reasons why working with an insurance broker is a wise decision: 1. Brokers have access to a variety of policies from different insurers, so they can compare rates and find the best deal for you. 2. They know the ins and outs of each policy, so they can help you choose one that will fit your needs. 3. They're always up-to-date on changes in the industry, so they can advise you on whether or not your policy still meets your needs.

Tax Services

If you live in Erie County, New York, it's important to work with a tax accountant who can help you understand your tax obligations and file your taxes correctly. A tax accountant can also help you take advantage of all the deductions and credits available to you, which can save you money on your taxes.


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