Find a Financial Advisor in Chautauqua County, NY

 

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We did the hard work of finding trustworthy partners in Chautauqua County, NY.

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We Only Work With The Best Chautauqua County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Chautauqua County, NY


  • Financial Advisor Close to Chautauqua County, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Chautauqua County, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Chautauqua County, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Chautauqua County financial advisors.
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How Retirement-Friendly is Chautauqua County, NY?

  • Population: 128,496
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $94,000
  • Average Monthly Housing Cost: $681
  • Average Household Income: $61,785
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Chautauqua County, NY

 

HBK SORCE ADVISORY LLC

Website

(716) 672-7800

33 Church Street
Second Floor
Fredonia, NY 14063

SEC#: 801-60424
Years in Business: 20 years

 


Chautauqua County, NY Financial Advisor FAQs

To start, you should ask questions related to their experience in the field. The purpose of this question is to gauge how experienced they are in the subject matter at hand. You'll want an advisor who has hands-on work experience.
Financial advisors bill in various ways depending on what they offer. Generally there are three types of billing practices out there: hourly fees, flat-rate fees per project/client, and commission-based fees.
Yes. Financial advisors can help you determine your goals and reduce the chance that you'll outlive your retirement money. To put it simply, a financial advisor's job is to educate their client on how to invest their savings in a way that maximizes benefits and minimizes risk with respect to the client's individual circumstances.
An independent financial advisor is able to advocate on your behalf for service and product offerings from any company. He or she will also work with you on developing a plan that includes more of what you need and less of what may be unwanted by you.