Find a Financial Advisor in Williamsville, NY

 

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

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We Only Work With The Best Williamsville 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 Williamsville, NY


  • Financial Advisor Close to Williamsville, 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 Williamsville, 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 Williamsville, NY

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

  • Population: 5,233
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $180,300
  • Average Monthly Housing Cost: $1,037
  • Average Household Income: $89,543
  • 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 Williamsville, NY

 

LINCOLN SPARROW ADVISORS, LLC

Website

(716) 650-7180

5920 Main Street
Suite 200
Williamsville, NY 14221

SEC#: 801-78073
Years in Business: 8 years

EMERGENT WEALTH ADVISORS, LLC

Website

(716) 828-8390

5500 Main Street, Suite 260

Williamsville, NY 14221

SEC#: 801-106909
Years in Business: 6 years

AMAZZ INVESTMENT MANAGEMENT, INC.

Website

(716) 839-5252

5214 Main Street #200

Williamsville, NY 14221

SEC#: 801-85194
Years in Business: 6 years

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Website

(716) 568-8566

305 Spindrift Drive

Williamsville, NY 14221

SEC#: 801-69708
Years in Business: 13 years

OGOREK WEALTH MANAGEMENT, LLC

Website

(716) 626-5000

Sheridan Meadows Corporate Park North
6400 Sheridan Drive, Suite 224
Williamsville, NY 14221

SEC#: 801-18446
Years in Business: 38 years

CAMBRIDGE ADVISORS, LLC

Website

(716) 932-7270

6225 Sheridan Drive Suite 102

Williamsville, NY 14221

SEC#: 801-114340
Years in Business: 3 years

FLORIAN FINANCIAL GROUP LLC

Website

(716) 810-9590

1825 Maple Road
Suite 240
Williamsville, NY 14221

SEC#: 801-67944
Years in Business: 14 years

SHIELD WEALTH ADVISORS

Website

(833) 457-1040

2809 Wehrle Drive
Suite 9
Williamsville, NY 14221

SEC#: 801-119094
Years in Business: 1 years

WNY ASSET MANAGEMENT, LLC

Website

(716) 626-0060

6500 Sheridan Drive, Suite 200

Williamsville, NY 14221

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

 


Williamsville, NY Financial Advisor FAQs

You can find an advisor in your geographic area who has certifications or some specific type of insurance license, one who specializes in certain types of investments like stocks or bonds, and one with experience working at a certain company.
The basic job of a financial advisor is to guide their clients on the best approach for them to get whatever they're looking for. This could be saving, investing, college funding, retirement planning, or anything else that relates to managing your wealth. The more specialized area of financial advising then becomes how you build investment portfolios and specific investment strategies that can get you what you want more cost-effectively than going alone would have
Financial advisors can take a variety of different approaches to compensation. Often, the fee structure they work with is based on a percentage of assets under management (AUM) – often taken as a flat annual rate, but sometimes as a tiered rate determined by the size of your account or some other measure.
If you are looking for a professional who will work with your investments, the first step would be to sit down and do some self-inventorying. Ask yourself what you hope to achieve financially- do you want someone to take care of all aspects of your financial situation or just have advice about investing? Setting these goals beforehand will help you determine which type of plan may suit your needs best.