Find a Financial Advisor in Lockport, NY

 

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

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We Only Work With The Best Lockport 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 Lockport, NY


  • Financial Advisor Close to Lockport, 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 Lockport, 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 Lockport, NY

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

  • Population: 20,490
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $92,300
  • Average Monthly Housing Cost: $800
  • Average Household Income: $59,212
  • 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 Lockport, NY

 

SAUBERAN & COMPANY, LLC

Website

(716) 439-1265

175 Walnut st Suite#2

Lockport, NY 14094

SEC#: 801-38553
Years in Business: 30 years

 


Lockport, NY Financial Advisor FAQs

The amount of the fee advisor charge is dependent on the complexity of their service, just as it would be with any profession. There are many different ways financial advisors get paid, which include hourly fees, annual retainer rates for services performed, or commissions generated through investing.
The first step is choosing an independent financial advisory firm with diversified experience in working with advisors who fit your needs.
A financial advisor is someone who helps people plan for their future or manage their finances. A financial advisor works with individual investors, providing advice on the best investments and life insurance to suit their needs. They will typically review specific information about your budget, including income, expenses and length of time until retirement
Choosing a financial advisor can be difficult, because it's hard to tell if they're trustworthy or not. You may want to ask some other professionals in the field for their opinions and recommendations. If you do choose someone, make sure they have experience in your specific area of concern. Many advisors focus on specific segments of the financial industry such as 401Ks, bonds, stocks, pension plans and insurance plans.