Find a Financial Planner 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.

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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


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


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.


Without Advisor

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




(716) 674-6700

965 Union Road

West Seneca, NY 14224

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


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