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Best Financial Advisors in Amherst

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Buffalo First Wealth Management, LLC logo

Buffalo First Wealth Management, LLC

7606 Transit Road, Buffalo, NY 14221
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  • 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.

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Equitable Advisors logo

Equitable Advisors

350 Essjay Road, Williamsville, NY 14221
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  • 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.

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Eudaimonia Wealth logo

Eudaimonia Wealth

1207 Delaware Avenue, Buffalo, NY 14209
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  • 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.

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Landmark Wealth Management logo

Landmark Wealth Management

2410 North Forest Road, Getzville, NY 14068
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  • 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.

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Level Financial Advisors logo

Level Financial Advisors

1412 Sweet Home Road, Amherst, NY 14228
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  • 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.

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Nottingham Advisors logo

Nottingham Advisors

100 Corporate Parkway, Buffalo, NY 14226
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  • 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.

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Ogorek Wealth Management LLC logo

Ogorek Wealth Management LLC

6400 Sheridan Drive, Buffalo, NY 14221
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  • 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.

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Orchestral Financial Group Inc. logo

Orchestral Financial Group Inc.

1404 Sweet Home Road, Buffalo, NY 14228
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  • 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.

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Spectrum Wealth Management logo

Spectrum Wealth Management

4925 Main Street, Amherst, NY 14226
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  • 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.

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The Financial Guys logo

The Financial Guys

305 Spindrift Drive, Williamsville, NY 14221
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  • 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.

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Wilcox Financial logo

Wilcox Financial

1323 North Forest Road, Amherst, NY 14221
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  • 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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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