Laurels

Best Financial Advisors in Amherst
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Amherst, NY

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Buffalo First Wealth Management, LLC

Buffalo First Wealth Management, LLC

  • Estate Planning
  • Insurance Products

Established in 2013, Buffalo First Wealth Management, LLC, is an independent financial planning and investment advisory firm that serves the residents of Amherst and its neighboring areas. It offers comprehensive financial planning, proactive tax planning, institutional consulting, and risk management options. In addition, its team of financial advisors handles estate planning and philanthropy, family CFO services, and investments. The company’s founder and chief executive officer, Kevin R. Connolly, is a member of the Amherst Chamber of Commerce.

7606 Transit Road
Buffalo, NY 14221

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Equitable Advisors

Equitable Advisors

  • Private Wealth Advisor
  • Retirement Planning

Equitable Advisors has helped Amherst individuals and business owners in planning for their financial future since 1859. The financial advisory firm empowers clients through knowledgable guidance and customized strategies. For businesses, that means strategies that constitute a wide range of areas, including financial planning, retirement planning, business continuation programs, group insurance, and employee benefits. The Empire branch of Equitable Advisors, led by Lou Nuchereno and Joseph DiMora, is staffed by 300 financial professionals.

350 Essjay Road
Williamsville, NY 14221

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Variable (Good)

Eudaimonia Wealth

Eudaimonia Wealth

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Eudaimonia Wealth is a team of financial advisors near Amherst that offers financial planning services to individuals and groups in the metro. The firm is headed by Brett A. Koeppel, a certified financial planner (CFP) who opened the firm in 2019 after a successful career in a large corporation. Retirement planning, investment management, estate planning, risk management, and tax planning are among his services. Brett is a member of the local Habitat for Humanity board of directors.

1207 Delaware Avenue
Buffalo, NY 14209

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Landmark Wealth Management

Landmark Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Landmark Wealth Management is an independent financial advisory practice that serves Amherst and its surrounding areas. Acting in a fiduciary capacity, the firm serves high-net-worth clients with investment consulting, retirement planning, and estate and generational wealth planning services. The firm also offers a wide array of tax services for individuals and businesses. Co-founder and partner at the firm Brian Laible has been in the wealth management service industry for two decades. In 2011, he received the Business First’s 40 Under 40 award.

2410 North Forest Road
Getzville, NY 14068

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Level Financial Advisors

Level Financial Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Level Financial Advisors is an Amherst-based financial advisory firm established in 1979. The firm aims to educate its clientele about financial wealth and help them achieve their goals while also caring for their future generations. Level Financial Advisors specializes in retirement investing designed to help individuals diversify their funds and ensure their retirement, tax planning to help clients optimize their expenses and significant tax savings, and legacy planning to ensure that assets are distributed to the appointed recipients. The company has six Certified Financial Planners.

1412 Sweet Home Road
Amherst, NY 14228

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Nottingham Advisors

Nottingham Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Founded in 1981, Nottingham Advisors caters to the financial needs of customers in Amherst and its surrounding areas. Its team of asset allocation specialists offers services such as wealth accumulation strategy identification, tax planning, insurance advice, and legacy planning. The company also provides options like investment policy statement review and construction, board member onboarding, and fiduciary training for institutional investors. Nottingham Advisors manages more than $1.1 billion in assets for its clientele.

100 Corporate Parkway
Buffalo, NY 14226

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ogorek Wealth Management LLC

Ogorek Wealth Management LLC

  • Certified Financial Planner (CFP)

Ogorek Wealth Management LLC serves the community of Amherst and its surrounding areas. It offers financial planning services that include income tax planning, estate planning, and insurance planning. The firm also features its Return on Life program for retirees and individuals planning to retire. Founder Anthony J. Ogorek has been in the financial services industry since 1983 and has been consulted by national and local media such as The Wall Street Journal and Business First.

6400 Sheridan Drive
Buffalo, NY 14221

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Orchestral Financial Group Inc.

Orchestral Financial Group Inc.

  • Certified Financial Planner (CFP)

Orchestral Financial Group Inc. serves individuals, families, and businesses in Amherst and the surrounding communities. It offers a wide range of financial services, including financial planning, insurance planning, and investment advisory. The firm works with Certified Financial Planner attorneys, accountants, and practitioners to develop and implement financial plans based on the customers' goals. Michael Birenbach, the president of the company, is a member of the Financial Planning Association of Western New York.

1404 Sweet Home Road
Buffalo, NY 14228

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Spectrum Wealth Management

Spectrum Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Spectrum Wealth Management has been serving individuals and businesses in and around the Amherst area for more than three decades. The full-service financial firm offers various financial planning services, including retirement, tax, life insurance, long-term care insurance, estate, and Medicaid planning. John M. Lunghino, president of the firm, is a member of numerous organizations, including the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

4925 Main Street
Amherst, NY 14226

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Financial Guys

The Financial Guys

  • Estate Planning
  • Retirement Planning

The Financial Guys is an independent wealth management firm that has been serving individuals, families, and businesses from Amherst and the surrounding areas for more than two decades. Its financial services include estate planning, retirement planning, divorce planning, and Social Security planning. The firm also provides investment management services, 401k assistance, insurance assistance, and home loans and mortgages assistance. The Financial Guys has been featured on The Wall Street Journal, Financial Advisor Magazine, and Bloomberg.

305 Spindrift Drive
Williamsville, NY 14221

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

71 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Wilcox Financial

Wilcox Financial

  • Retirement Planning

Wilcox Financial guides Amherst women in taking ownership of their financial freedom through holistic financial planning. The firm employs goal assessment and data collection in building a client’s financial plan. Its financial planning service covers asset allocation, insurance review, and social security analysis. The firm also actively monitors and manages a client’s account through wealth management. Wilcox Financial offers corporate programs for financial wellness. It strives to be a safe space where women can gain financial knowledge.

1323 North Forest Road
Amherst, NY 14221

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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