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Find The Best Financial Advisors in East Amherst, New York

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in East Amherst is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in East Amherst & pick the one as per your needs

How To Find The Best Financial Advisors in East Amherst, New York
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in East Amherst, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in East Amherst, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in East Amherst, New York have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in East Amherst, New York

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

716-828-8390

Address

5500 Main Street,
Suite 260,
Williamsville, NY 14221 See Details

Snowden Lane Partners

716-221-3321

Address

6400 Sheridan Drive,
Ste. 220,
Williamsville, NY 14221 See Details

Allworth Financial

888-242-6766

Address

20 Wildbriar Road Suite E,
Rochester, NY 14623 See Details

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Top Financial Advisor Firms in East Amherst, New York (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NOTTINGHAM ADVISORS INC. 100 Corporate Parkway, Suite 338 Amherst, NY, 14226	104928	$1,301,009,315	2246	A Percentage of AUM, Fixed Fees
ARBOR CAPITAL MANAGEMENT CORP 100 Corporate Pkwy, Suite 308 Amherst, NY, 14226	106461	$942,340,248	407	A Percentage of AUM, Hourly charges
LEVEL FINANCIAL ADVISORS, INC. 9310 Transit Road, Suite 300 Amherst, NY, 14051	110641	$529,563,529	1861	A Percentage of AUM, Hourly charges, Fixed Fees
MCCOLLUM CHRISTOFERSON GROUP, LLC 500 Corporate Parkway, Suite 210 Amherst, NY, 14226	268812	$378,113,283	736	A Percentage of AUM, Hourly charges, Fixed Fees
SOVEREIGN ASSET MANAGEMENT 4043 Maple Road, Suite 210 A, Amherst, NY, 14226	285103	$97,750,000	622	A Percentage of AUM
MOLLOT & HARDY, INC. 646 N. French Rd, Suite 9 Amherst, NY, 14228	128377	$75,938,298	181	A Percentage of AUM
SUNBRIDGE MANAGEMENT, INC. 8600 Transit Road, Amherst, NY, 14051	126299	$34,000,000	330	A Percentage of AUM

Select other cities around East Amherst, New York to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in East Amherst, New York

How To Find The Best Financial Advisors in East Amherst, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in East Amherst, New York

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

Address

Snowden Lane Partners

Address

Allworth Financial

Address

Richard Dougherty

Echelon Wealth Advisors, LLC

Address

Top Financial Advisor Firms in East Amherst, New York (Ranked by AUM)

Select other cities around East Amherst, New York to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in East Amherst, New York
Last Updated - 13-Jun-2023

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