Erie County, NY Financial Advisors and Resources



Financial Advisor Firms in Erie County, NY


TRUBEE, COLLINS & CO., INC.

Website

(716) 849-1401

1350 One M & T Plaza

Buffalo, NY 14203

SEC#: 801-70259
Years in Business: 12 years

GRENDA GROUP

Website

(716) 896-3232

737 Delaware Ave
Suite 217
Buffalo, NY 14209

SEC#: 801-79075
Years in Business: 7 years

NORTH WOODS ASSET MANAGEMENT LLC

Website

(716) 322-5221

1231 Delaware Avenue
Suite 201
Buffalo, NY 14209

SEC#: 801-115081
Years in Business: 2 years

WESTERN NEW YORK FINANCIAL GROUP, LLC

Website

(716) 743-6262

6430 Transit Road
Ste. 100
Buffalo, NY 14043

SEC#: 801-117668
Years in Business: 1 years

HUDSON ADVISOR SERVICES, INC.

Website

(877) 504-1964

237 Main Street
Suite 600
Buffalo, NY 14203

SEC#: 801-54763
Years in Business: 24 years

WINTHROP PARTNERS - EPA, LLC

Website

(267) 454-4585

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106947
Years in Business: 5 years

WINTHROP PARTNERS - WPA , LLC

Website

(267) 454-7551

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106949
Years in Business: 5 years

COURIER CAPITAL, LLC

Website

(716) 883-9595

1114 Delaware Avenue

Buffalo, NY 14209

SEC#: 801-107119
Years in Business: 5 years

WINTHROP PARTNERS - WNY, LLC

Website

(716) 322-7478

295 Main Street
Suite 840
Buffalo, NY 14203

SEC#: 801-106948
Years in Business: 5 years


How Retirement-Friendly is Erie County, NY?

  • Population: 919,355
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $161,400
  • Average Monthly Housing Cost: $898
  • Average Household Income: $78,009
  • 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.)


Erie County, NY Financial Advisor FAQs

A professional in the industry can take a good look at all of your investments and help figure out the best route toward securing your financial future so that when retirement comes or if something happens to your job, you will have both security and peace-of-mind.
Financial advisors serve as trusted help in helping people budget their money or invest it. They help in the areas of managing investments, putting up insurance plans, estate planning, retirement, and others.
When finding a financial advisor, it is important to find one who has experience in your specific situation, who understands your need for confidentiality, and who can provide professional services without hidden fees.
Financial advisors charge a number of ways, but most commonly it is by commission. This means they get a percentage of the money invested with them on each transaction.