Find a Financial Advisor in East Aurora, NY

 

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

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We Only Work With The Best East Aurora 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 East Aurora, NY


  • Financial Advisor Close to East Aurora, 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 East Aurora, 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 East Aurora, NY

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

  • Population: 6,184
  • % of Population 62 Years and Over: 26.8%
  • Average Home Value: $236,800
  • Average Monthly Housing Cost: $1,001
  • Average Household Income: $92,608
  • 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 East Aurora, NY

 

WILLINK ASSET MANAGEMENT LLC

Website

(716) 655-0000

25 Hamburg St.

East Aurora, NY 14052

SEC#: 801-79969
Years in Business: 7 years

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Website

(716) 655-7600

634 Main Street
Suite 200
East Aurora, NY 14052

SEC#: 801-33422
Years in Business: 32 years

 


East Aurora, NY Financial Advisor FAQs

A financial advisor can help with the following: investment strategy development, debt management, estate planning, new business venture analysis, retirement, and many other financial planning matters.
In many cases, a financial advisor can help you manage assets and better utilize savings. Whether or not an advisor is needed depends on the individual's health, objectives for retirement, other sources of income, risk tolerance and other considerations.
Financial advisors are compensated in two ways. They may be commissioned or receive a flat fee for the service.
If you are looking for a financial advisor to make your decisions, look for someone who is educated and experienced in the field. Gather information about the advisor by checking with organizations like the Financial Industry Regulatory Authority (FINRA) to see their background.