Find a Financial Planner in Erie County, NY

 

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

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We Only Work With The Best Erie 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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


  • Financial Advisor Close to Erie 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

 

How Can a CFP® in Erie County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Erie County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Erie County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.5% of Erie County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Erie County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Erie County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Erie County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Erie County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Erie County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Erie County area when dealing with high-interest credit card debt and private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Erie County financial advisors.
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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.)


The Top 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: 11 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: 23 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

PRATT COLLARD BUCK ADVISORY GROUP

Website

(716) 566-9140

120 West Tupper Street
Suite 205
Buffalo, NY 14201

SEC#: 801-72839
Years in Business: 9 years