Find a Financial Advisor in Orchard Park, NY

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We Only Work With The Best Orchard Park Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Orchard Park, NY


  • Financial Advisor Close to Orchard Park, 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 Orchard Park, 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 Orchard Park, NY

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

  • Population: 3,148
  • % of Population 62 Years and Over: 26.2%
  • Average Home Value: $239,500
  • Average Monthly Housing Cost: $1,243
  • Average Household Income: $113,908
  • 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 Orchard Park, NY

 

SILVER GROVE ADVISORY SERVICES

Website

(716) 800-4291

4201 North Buffalo Road

Orchard Park, NY 14127

SEC#: 801-110045
Years in Business: 5 years

WATERFORD ADVISORS, LLC

Website

(716) 580-3906

3858 North Buffalo Rd
Suite 2
Orchard Park, NY 14127

SEC#: 801-62941
Years in Business: 18 years

FSC SECURITIES CORPORATION

Website

(716) 852-1705

3870 N. Buffalo Rd

Orchard Park, NY 14127

SEC#: 801-42017
Years in Business: 29 years

CADARET, GRANT & CO., INC.

Website

(716) 312-7424

6470 New Taylor Road

Orchard Park, NY 14127

SEC#: 801-42709
Years in Business: 29 years

BUCKINGHAM STRATEGIC WEALTH, LLC

Website

(585) 454-4024

6435 West Quaker Street

Orchard Park, NY 14127

SEC#: 801-67640
Years in Business: 15 years

FSC SECURITIES CORPORATION

Website

(716) 852-1705

3870 N. Buffalo Rd

Orchard Park, NY 14127

SEC#: 801-42017
Years in Business: 29 years

FSC SECURITIES CORPORATION

Website

(716) 852-1705

3870 N. Buffalo Rd

Orchard Park, NY 14127

SEC#: 801-42017
Years in Business: 29 years

WNY ASSET MANAGEMENT, LLC

Website

(716) 312-7424

6470 New Taylor Road

Orchard Park, NY 14127

SEC#: 801-71632
Years in Business: 11 years

FSC SECURITIES CORPORATION

Website

(716) 852-1705

3870 N. Buffalo Rd

Orchard Park, NY 14127

SEC#: 801-42017
Years in Business: 29 years

 


Orchard Park, NY Financial Advisor FAQs

Orchard Park is a municipality in Erie County, New York, and an outer ring suburb of Buffalo. Cities near Orchard Park include West Seneca, Hamburg, Lackawanna, and Cheektowaga. Cobham is a multinational manufacturing business with a $2.6 billion yearly sales. It has 3,500 workers and is considered the top employer in Orchard Park, NY Orchard Park is one of Erie County's "Southtowns" and is best known as the home of the National Football League's Buffalo Bills, Highmark Stadium. Financial Advisors in Orchard Park offer a variety of services to help people with their finances. Orchard Park is a city in Erie County, New York, located in the suburbs southeast of Buffalo. It is best known as the home of the National Football League's Buffalo Bills, Highmark Stadium. Explore trusted financial advisors close by as provided in the links below.

The benefit of having someone else manage your money is that they will saves time because it won't involve them figuring out every detail on their own. Plus, if something happens where you can no longer act independently (e.g., getting sick), then someone with experience would know how best deal with

Some financial advisors help guide their clients through complex decisions that can have a huge impact on aspects of their lives such as taxes, insurance coverage, and estates. Other financial advisors do more one-on-one work with a client by helping them develop plans for short-term or long-term goals like saving for college or buying a house.

Here are some of the ways that financial advisors get paid (these may be provided separately or together): Commission-based pay - can't exceed 10% of assets; Fixed payments for asset management; Percentage fee for specific services rendered; Combination of commission, fixed fees, and percentage fees, with no maximum to how much money pulled in.

Choosing a financial advisor is a task that many people find daunting. In order to choose the best professional for YOU, consider these things: The amount you have invested; how much time YOU want to spend managing your money or if you are willing to delegate this responsibility in exchange for an hourly fee