Lockport, NY Financial Advisors and Resources

Financial Advisor Firms in Lockport, NY



(716) 439-1265

175 Walnut st Suite#2

Lockport, NY 14094

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

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.)

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.