Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Williamsville Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Williamsville area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Williamsville typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
26.7% of Williamsville's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Williamsville area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Williamsville area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Williamsville area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Williamsville area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Williamsville area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Williamsville area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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: 5 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: 12 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: 2 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

MEMBERS ADVISORY GROUP, LLC

Website

(716) 632-4066

6750 Main Street

Williamsville, NY 14221

SEC#: 801-77362
Years in Business: 8 years