Find a Financial Advisor in Cheektowaga, NY

 

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

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We Only Work With The Best Cheektowaga Financial Advisors


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

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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 Cheektowaga, NY


  • Financial Advisor Close to Cheektowaga, 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 Cheektowaga, 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 Cheektowaga, NY

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

  • Population: 73,740
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $117,700
  • Average Monthly Housing Cost: $860
  • Average Household Income: $65,675
  • 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 Cheektowaga, NY

 

LINWOOD INVESTMENT ADVISORS INC.

Website

(716) 631-6771

4455 Genesee St
Suite 121
Cheektowaga, NY 14225

SEC#: 801-75232
Years in Business: 9 years

CETERA INVESTMENT ADVISERS LLC

Website

(716) 636-9535

300 Airborne Parkway
Suite 216
Cheektowaga, NY 14225

SEC#: 801-20406
Years in Business: 38 years

KEY INVESTMENT SERVICES LLC

Website

(716) 896-4241

1675 Walden Avenue

Cheektowaga, NY 14225

SEC#: 801-65060
Years in Business: 16 years

KEY INVESTMENT SERVICES LLC

Website

(716) 896-4241

1675 Walden Avenue

Cheektowaga, NY 14225

SEC#: 801-65060
Years in Business: 16 years

CETERA INVESTMENT ADVISERS LLC

Website

(716) 636-9535

300 Airborne Parkway
Suite 216
Cheektowaga, NY 14225

SEC#: 801-20406
Years in Business: 38 years

CETERA INVESTMENT ADVISERS LLC

Website

(716) 636-9535

300 Airborne Parkway
Suite 216
Cheektowaga, NY 14225

SEC#: 801-20406
Years in Business: 38 years

 


Cheektowaga, NY Financial Advisor FAQs

A financial advisor helps you manage your finances. Financial advisors are often highly specialized in certain aspects of the personal finances, such as retirement planning, investing for education purposes, holdings for short term goals, overall income tax advice, and others.
A financial advisor is someone who offers counsel to clients who need expert guidance about money matters including investments, mortgages, tax planning methods or other types of risk management techniques.
You need financial advisors because they are like mentors in many ways. They spend their time helping people gain insight into their own finances and grow smarter about investing activities.
First, you want to ask for a professional designation. Anybody can say they are a financial advisor with no credentials or very little credentials, but people who have been experts in the field long enough to earn the distinction of being a Certified Financial Planner® (CFP®) should be your first stop in choosing a financial adviser.