Best Financial Advisors in Cheektowaga, NY

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List of Firms

Cheektowaga, NY Fiduciary Financial Advisors

Jordan Wealth Management
5 out of 5
Location 3635 Genesee St, Buffalo, NY 14225, USA
Phone (716) 565-1965
Directions
Eastern Asset Management LLC
Location 3719 Union Rd, Cheektowaga, NY 14225, USA
Phone (716) 683-0356
Directions
Joseph Mc Pherson Financial
Location 5135 Transit Rd Suite #2, Depew, NY 14043, USA
Phone (716) 684-5855
Directions
The Financial Guys
SEC File# 801-69708
CRD# 144733
5 out of 5
Location 305 Spindrift Dr, Williamsville, NY 14221, USA
Phone (716) 633-1515
Directions
Peter F Haag - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17 Limestone Dr STE 7, Williamsville, NY 14221, USA
Phone (716) 204-1049
Directions
Mark C Massaro - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17 Limestone Dr STE 8, Williamsville, NY 14221, USA
Phone (716) 626-6750
Directions
21st Century Securities
5 out of 5
Location 2475 Harlem Rd, Cheektowaga, NY 14225, USA
Phone (716) 892-5278
Directions
Cetera Investors
SEC File# 801-20406
CRD# 105644
Location 300 Airborne Pkwy W #216, Cheektowaga, NY 14225, USA
Phone (716) 636-9535
Directions
Buffalo Financial
Location 4990 Transit Rd, Depew, NY 14043, USA
Phone (716) 771-1888
Directions
Ocean Wealth Group
5 out of 5
Location 5550 Main St Suit 1, Williamsville, NY 14221, USA
Phone (716) 458-0051
Directions
Edward Jones - Financial Advisor: David Garcia, AAMS™
SEC File# 801-3297
CRD# 250
Location 1961 Wehrle Dr Ste 2, Williamsville, NY 14221, USA
Phone (716) 634-7035
Directions
Western New York Financial Group, LLC
SEC File# 801-117668
CRD# 306083
Location 6430 Transit Rd, Depew, NY 14043, USA
Phone (716) 743-6262
Directions
Gregory Oguich - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6622 Main St Ste 2, Williamsville, NY 14221, USA
Phone (716) 565-3880
Directions
ROI Financial Group
4 out of 5
Location 7 Limestone Dr, Buffalo, NY 14221, USA
Phone (716) 568-4800
Directions
Buffalo Wealth Partners
5 out of 5
Location 6622 Main St Suite 2, Williamsville, NY 14221, USA
Phone (716) 565-3880
Directions
Shield Wealth Advisors, LLC.
Location 2809 Wehrle Dr Suite 9, Williamsville, NY 14221, USA
Phone (833) 457-1040
Directions
Grenda Group, LLC
5 out of 5
Location 2819 William St, Buffalo, NY 14227, USA
Phone (716) 896-3232
Directions
Fahey Financial
1 out of 5
Location 5500 Main St, Williamsville, NY 14221, USA
Phone (716) 565-0791
Directions
Beck Financial Group, LLC
Location 4990 Transit Rd, Depew, NY 14043, USA
Phone (716) 771-1888
Directions
Royal Financial Group
Location 1780 Union Rd # 2, West Seneca, NY 14224, USA
Phone (716) 656-7540
Directions
Emergent Wealth Advisors, LLC
SEC File# 801-106909
CRD# 174845
1 out of 5
Location 5500 Main St Suite 260, Williamsville, NY 14221, USA
Phone (716) 828-8390
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
Directions
Ganci Michael A
Location 2475 Harlem Road; South Suite, Cheektowaga, NY 14225, USA
Phone (716) 892-5036
Directions
Pignataro Financial Group
4 out of 5
Location 5949 Transit Rd, Depew, NY 14043, USA
Phone (716) 685-0336
Directions
William Walter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17 Limestone Dr STE 7, Williamsville, NY 14221, USA
Phone (716) 204-1049
Directions
Weinberg Financial Group
Location 388 Evans St, Buffalo, NY 14221, USA
Phone (716) 633-2324
Directions
Securities America Inc
Location 5 Limestone Dr # C, Buffalo, NY 14221, USA
Phone (716) 632-4500
Directions
PJ Di Pirro Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 6622 Main St Ste 2, Williamsville, NY 14221, USA
Phone (716) 565-3880
Directions
Michael Lurz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2310 Wehrle Dr, Williamsville, NY 14221, USA
Phone (716) 634-6667
Time Monday: 9:00 AM – 4:00 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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
John Grad - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6622 Main St #2, Williamsville, NY 14221, USA
Phone (716) 565-3880
Directions
Morgan Stanley Financial Advisors
1 out of 5
Location 450 Essjay Rd Ste 100, Williamsville, NY 14221, USA
Phone (716) 631-4600
Directions
John G Miskey III - Private Wealth Advisor, 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: 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
First Quality Wealth Management Inc
Location 19 Limestone Dr # 8, Buffalo, NY 14221, USA
Phone (716) 204-8513
Directions
Kautz Financial
5 out of 5
Location 1967 Wehrle Dr Suite 7, Buffalo, NY 14221, USA
Phone (716) 276-8480
Directions
Bailey Financial Group
Location 6779 Main St, Williamsville, NY 14221, USA
Phone (716) 565-5460
Directions
Anthony Baldi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 8310 Wehrle Dr, Williamsville, NY 14221, USA
Phone (716) 626-3296
Directions
Desmon & Kohnstamm Inc
Location 3635 Genesee St #200, Buffalo, NY 14225, USA
Phone (716) 633-1808
Directions
Kubiak Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2498 Union Rd, Cheektowaga, NY 14227, USA
Phone (716) 668-0535
Directions
Mark Massaro - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17 Limestone Dr STE 8, Williamsville, NY 14221, USA
Phone (716) 626-6750
Directions
Lifetime Wealth Management Group
Location 2562 Walden Ave # 101, Buffalo, NY 14225, USA
Phone (716) 651-0325
Directions
Edward Jones - Financial Advisor: Steven Kopf
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1961 Wehrle Dr Ste 2, Williamsville, NY 14221, USA
Phone (716) 634-7035
Directions
Georgetown Lawley Group
5 out of 5
Location 5350 Main St, Williamsville, NY 14221, USA
Phone (716) 633-9800
Directions
Civic Partners Lanc
Location Cheektowaga, NY 14225, USA
Phone (716) 681-5960
Directions
Custom Wealth Strategies
5 out of 5
Location 4990 Transit Rd, Depew, NY 14043, USA
Phone (716) 771-1888
Directions
Edward Jones - Financial Advisor: Chasity M Salvatore
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3615 Walden Ave Suite 200, Lancaster, NY 14086, USA
Phone (716) 681-4786
Directions
Financial Advisors in Cheektowaga, NY

Where Certified Financial Advisors in Cheektowaga, NY Serve

Cheektowaga, NY is a bustling town in Erie County with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Walden Galleria Mall to the historic Cheektowaga Town Park, there is never a dull moment in this town. Some of the top employers in the area include M&T Bank, Buffalo Niagara International Airport, and Tops Friendly Markets. Major highways such as the New York State Thruway and the Kensington Expressway provide easy access to neighboring towns and cities. Popular streets in Cheektowaga include Union Road, Genesee Street, and Transit Road. The town is divided into several neighborhoods, including Cheektowaga Central, Cleveland Hill, and Maryvale. With so much to offer, Cheektowaga is a town worth exploring.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cheektowaga, NY can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help residents is by assisting with retirement planning. Cheektowaga has a relatively high population of older adults, with a median age of 44.8 years. Many of these residents may be nearing retirement or already retired and could use guidance on how to manage their finances during this stage of life. A financial advisor can help them create a retirement plan that takes into account their income, expenses, and goals, and can provide advice on investment strategies to ensure they have enough money to last throughout their retirement years. Additionally, a financial advisor can help Cheektowaga residents with other financial goals, such as saving for a child's education or purchasing a home.

Insurance Broker

Residents of Cheektowaga, NY can greatly benefit from the services of an insurance broker. As a suburb of Buffalo, Cheektowaga experiences harsh winters with heavy snowfall, which can lead to damage to homes and vehicles. An insurance broker can assist residents in finding the right coverage for their specific needs, including protection against weather-related damage. Additionally, Cheektowaga has a large population of senior citizens, who may require specialized insurance coverage for health care, long-term care, and life insurance. An insurance broker can help seniors navigate the complex world of insurance and find affordable coverage that meets their needs. Overall, an insurance broker can provide valuable assistance to residents of Cheektowaga in protecting their homes, vehicles, and health.

Retirement Planning

Residents of Cheektowaga, NY would greatly benefit from the help of a retirement planner in a number of ways. One specific challenge that many residents face is the cost of living, which can make it difficult to save for retirement. A retirement planner can help Cheektowaga residents navigate their financial situation and create a plan that takes into account their unique needs and goals. They can provide guidance on how to maximize retirement savings, minimize taxes, and make the most of available resources. Additionally, a retirement planner can help residents prepare for unexpected expenses and ensure that they have a solid plan in place for the future. With the help of a skilled retirement planner, residents of Cheektowaga can feel confident and secure in their retirement years.

Wealth Management

Residents of Cheektowaga, NY could benefit greatly from the services of a wealth manager. With a population of over 88,000 people, Cheektowaga has a diverse community with varying financial needs. A wealth manager can provide personalized financial planning to help residents achieve their financial goals, whether it be saving for retirement or planning for their children's education. Additionally, with the cost of living in Cheektowaga being slightly higher than the national average, a wealth manager can help residents navigate the local economy and make informed decisions about investments and financial strategies. Overall, a wealth manager can provide valuable guidance and support to residents of Cheektowaga, helping them secure their financial future and achieve long-term financial success.

Mortgage Loan Officer

Residents of Cheektowaga, NY can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Additionally, a mortgage loan officer can provide residents with information about the different types of mortgages available, as well as the interest rates and terms associated with each. This can help residents make informed decisions about which mortgage is best suited to their needs and budget. Furthermore, a mortgage loan officer can assist residents with the application process, helping them to gather the necessary documentation and submit their application in a timely manner. In Cheektowaga, NY, where the median home value is $130,000, the assistance of a mortgage loan officer can be particularly valuable in helping residents achieve their dream of homeownership.

Tax Services

Residents of Cheektowaga, NY can greatly benefit from the services of a tax advisor. With its diverse population and thriving business community, Cheektowaga presents unique tax challenges that require the expertise of a professional. A tax advisor can help residents navigate complex tax laws and regulations, ensuring compliance and minimizing tax liabilities. For example, Cheektowaga residents who own rental properties may need assistance with deductions and depreciation schedules. Similarly, small business owners in Cheektowaga may need help with tax planning and preparation, including identifying tax credits and deductions that can reduce their tax burden. A tax advisor can also provide guidance on estate planning, retirement planning, and other financial matters that can impact tax liabilities. Overall, a tax advisor can provide valuable support to residents of Cheektowaga, helping them to maximize their financial resources and achieve their goals.

Estate Planning Lawyer

Residents of Cheektowaga, NY can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is to help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Cheektowaga, where many residents have strong ties to their community and want to ensure their assets are used to support local causes they care about. Additionally, an estate planning lawyer can help Cheektowaga residents minimize taxes and avoid probate, which can save their loved ones time and money down the line. Overall, working with an estate planning lawyer can give residents of Cheektowaga peace of mind knowing that their legacy will be protected and their wishes will be carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Cheektowaga, NY