Find a Financial Advisor in West Seneca, NY

 

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

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We Only Work With The Best West Seneca 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 West Seneca, NY

  • Financial Advisor Close to West Seneca, 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 West Seneca, 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 West Seneca, NY

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

  • Population: 45,344
  • % of Population 62 Years and Over: 25.6%
  • Average Home Value: $154,600
  • Average Monthly Housing Cost: $933
  • Average Household Income: $78,521
  • 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 West Seneca, NY

 

SGROI WEALTH ADVISORY GROUP LLC

Website

(716) 674-6700

965 Union Road

West Seneca, NY 14224

SEC#: 801-112067
Years in Business: 4 years

CADARET, GRANT & CO., INC.

Website

(716) 674-6700

965 Union Road

West Seneca, NY 14224

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

LONG ISLAND FINANCIAL ADVISORS, INC.

Website

(716) 675-8089

278 Main Street

West Seneca, NY 14224

SEC#: 801-61594
Years in Business: 18 years

 


West Seneca, NY Financial Advisor FAQs

Financial advisors get paid in one of two ways- either on commission or with fee based.
Getting help from a financial advisor brings an added value that many cannot get through self-education. That is simply because financial advisors are adept in matters of financial management and they are people you can definitely trust in that area.
Financial advisors manage the investments and financial portfolios of their clients with a focus on financial planning. They often conduct research to study movements in the market that have potential good or bad effect on your finances.
Before you choose a financial advisor, it is important to think about your goals and what matters the most to you. Once you have established these things, meet with potential advisors and discuss about their philosophies and styles in financial management to see if they fit your needs.


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