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Find The Best Financial Advisors in Buffalo, 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 Buffalo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Buffalo & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Buffalo, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Buffalo, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Buffalo, New York have an average of 21 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 Buffalo, 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

Ted Borowiak

Edelman Financial Engines, LLC

716-935-6642

Address

6500 Sheridan Drive, Suite 110,
Amherst, 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 Buffalo, New York (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WNY ASSET MANAGEMENT, LLC 6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221	153872	$1,106,305,725	6476	A Percentage of AUM, Hourly charges, Fixed Fees
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC 305 Spindrift Drive, Williamsville, NY, 14221	144733	$838,414,200	5408	A Percentage of AUM, Hourly charges, Fixed Fees
DOPKINS WEALTH MANAGEMENT, LLC 200 International Drive, Williamsville, NY, 14221	124209	$538,997,274	592	A Percentage of AUM, Fixed Fees
NORTHCAPE WEALTH MANAGEMENT 6565 Main Street, Williamsville, NY, 14221	312350	$492,814,566	1330	A Percentage of AUM, Hourly charges, Fixed Fees
OGOREK WEALTH MANAGEMENT, LLC Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132 Williamsville, NY, 14221-4842	105707	$411,909,796	198	A Percentage of AUM, Fixed Fees
MEMBERS ADVISORY GROUP, LLC 6750 Main Street, Williamsville, NY, 14221	153723	$312,581,268	1198	A Percentage of AUM
EMERGENT WEALTH ADVISORS, LLC 5500 Main Street, Suite 260, Williamsville, NY, 14221	174845	$142,699,557	824	A Percentage of AUM, Fixed Fees
FLORIAN FINANCIAL GROUP LLC 1825 Maple Road, Suite 240 Williamsville, NY, 14221	123869	$124,699,754	729	A Percentage of AUM, Hourly charges, Fixed Fees
AMAZZ INVESTMENT MANAGEMENT, INC. 5214 Main Street #200, Williamsville, NY, 14221	126545	$87,448,238	119	A Percentage of AUM, Fixed Fees
CAMBRIDGE ADVISORS, LLC 6225 Sheridan Drive Suite 102, Williamsville, NY, 14221-5806	158928	$50,962,503	252	A Percentage of AUM, Fixed Fees
BUFFALO FIRST WEALTH MANAGEMENT, LLC 7606 Transit Rd, Suite 100, Williamsville, NY, 14221	168937	$46,951,918	414	A Percentage of AUM, Hourly charges, Fixed Fees
SHIELD WEALTH ADVISORS 2809 Wehrle Drive, Suite 9 Williamsville, NY, 14221	309538	$45,688,569	227	A Percentage of AUM, Hourly charges
LINCOLN SPARROW ADVISORS, LLC 5920 Main Street, Suite 200 Williamsville, NY, 14221	167632	$39,461,865	172	A Percentage of AUM, Fixed Fees

Select other cities around Buffalo, 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 Buffalo, New York

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

List of Qualified Financial Advisors in Buffalo, New York

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

Address

Snowden Lane Partners

Address

Ted Borowiak

Edelman Financial Engines, LLC

Address

Allworth Financial

Address

Richard Dougherty

Echelon Wealth Advisors, LLC

Address

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

Select other cities around Buffalo, 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 Buffalo, New York
Last Updated - 13-Jun-2023

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