Expertise.com
2024

Last updated:

Best Financial Advisors in Cheektowaga

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Cheektowaga Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

40

Reviewed

32

Curated

20

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Cheektowaga, NY
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Cheektowaga, NY

Why choose this provider?

Need help contacting a Financial Advisor in Cheektowaga? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1207 Delaware Avenue, Suite 110, Buffalo, NY 14209
  • Wealth Management

Why choose this provider?

Eudaimonia Wealth is an independent financial advisory company based in Buffalo that serves Cheektowaga and nearby metros. Among its financial services are retirement, estate, and tax planning; investment management; risk management; and personal finance services. The fiduciary firm aims to simplify the process of financial planning to help people achieve the clarity and confidence they need to make smarter decisions regarding money. Brett Koeppel, its founder, is a CFP and a member of the National Association of Personal Financial Planners.

Reputation:

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.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5550 Main St. Ste. 1, Williamsville, NY 14221
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Ocean Wealth Group offers financial advisory services to residents of Cheektowaga and the surrounding areas of Williamsville, Clarence, and East Amherst. It helps individuals manage their money to achieve their financial goals through insurance, estate planning, and college savings. Additionally, the company provides retirement counseling, investment selection, and portfolio allocation services. Ryan Donaldson, the provider's director of qualified retirement plans, holds a marketing degree with a minor in entrepreneurship, which helps in creating financial plans to suit individual situations.

Reputation:

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.
5.0
Google
5.0 / 5 (9)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6622 Main St Ste 2, Williamsville, NY 14221
  • Estate Planning

Why choose this provider?

Buffalo Wealth Partners is a private financial advisory firm that serves clients in Cheektowaga. It works with Ameriprise Financial Services, LLC, to offer individuals various solutions, including tax, retirement, and estate planning. The firm also helps small business owners on matters related to executive benefits and compensation. It educates clients on different investment types, including annuities. John Miskey III, the firm's CEO, has over 25 years of industry experience. He is a U.S. Army veteran.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
360 Delaware Avenue Suite 400, Buffalo, NY 14202
  • Financial Planning
  • Wealth Management

Why choose this provider?

Jensen, Marks, Langer & Vance LLC is an independent firm that advises Cheektowaga residents to help them grow and keep their wealth. It assists in developing investment strategies covering custom portfolios comprising bonds, stocks, mutual funds, and alternative investments. The firm works with clients in making financial plans for wealth preservation, tax compliance, and estate planning. In addition, its advisors offer annuities, long-term care insurance, and disability income indemnity. Brian J. Jensen, a partner at the firm, received the Distinguished Service Award from the Society of Financial Service Professionals Buffalo Chapter.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
965 Union Road, Buffalo, NY 14224
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Sgroi Financial is a full-service independent financial planning firm serving Cheektowaga. For 50 years, it has been assisting individuals in developing plans to help them achieve their financial goals. It assesses their financial situations to establish their needs and uses the data to tailor customized plans. It also educates them on various financial products available, such as insurance. In addition, it recommends an array of investment options to maximize their wealth, such as bonds, common stocks, and mutual funds.

Reputation:

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.
4.3
Google
4.3 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
19 Limestone Drive, Suite 5, Williamsville, NY 14221
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Bill Welsh is a financial advisor affiliated with LPL Financial. He provides Cheektowaga residents with a variety of services, ranging from asset allocation services performed according to a client's investment trends and risk tolerance to retirement planning covering factors like health care needs and estate protection. He also assists business owners in negotiating for funding for business assets like office space and equipment. Welsh holds the Certified Financial Planner designation. He has been in the industry since 1980.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
4549 Main St Suite 200, Buffalo, NY 14226
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 1998, Goldfarb Financial is a boutique financial advisory firm that focuses on helping individuals in Cheektowaga and the surrounding areas achieve their financial goals. The firm's team of financial advisors works with lawyers, accountants, and other experts in assisting clients with impact and socially responsible investing, financial planning, retirement planning, estate planning, and business planning. Jeffrey Goldfarb, the founder of the firm, is a Certified Financial Planner and a Chartered Advisor in Philanthropy.

Reputation:

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.
5.0

Website
4925 Main St, Suite 202, Amherst, NY 14226
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Spectrum Wealth Management is a full-service financial services firm that serves Cheektowaga. For more than 30 years, it has been providing customized financial planning solutions focusing on retirement planning. It assists its clients in developing plans to maximize their assets and offers a wide range of products. These include 401(k) and 403(b) rollovers, investments, and life and long-term care insurance. Its other services include estate, Medicaid, retirement, and tax planning. Its president, John M. Lunghino, is a CPA and a Registered Financial Consultant.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8463 Sheridan Drive, Williamsville, NY 14221
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Why choose this provider?

Sherwood Financial Management offers wealth management services including financial planning and investment management to the Cheektowaga metro and surrounding neighborhoods. The firm delivers various financial solutions for individuals and families, executives and professionals, and retirees to help coordinate their finances and improve their overall wellbeing. It delivers various financial advisory services, including comprehensive financial review, cash flow management, insurance analysis, retirement planning, investment management, and tax and estate planning. Founder Tracy Sherwood has worked as a fiduciary in the wealth management industry for over 25 years.

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Website
319 West Main Street, Batavia, NY 14020
  • Certified Financial Planner (CFP)

Why choose this provider?

The Financial Guys is an independent wealth management firm that offers its services to the individuals, families, and businesses of Cheektowaga. It deals with Medicare, 401k plans, estate planning, auto and home insurance, corporate retirement plans, and home loans and mortgages. Co-founders and partners Glenn Wiggle and Michael Lomas founded the firm in 1999. They also co-host "The Financial Guys Radio Program" on News Radio 930 WBEN, which has become a local talk show community pillar.

Reputation:

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.
4.8
Google
4.8 / 5 (78)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6622 Main Street, Suite 6, Williamsville, NY 14221
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

Tyrpak Wealth Strategies is a firm serving Cheektowaga and surrounding communities. It assists individuals, families, and businesses in different areas of financial planning such as investments, wealth management, retirement planning, charitable giving, and insurance or risk planning. Its team of professionals conducts meetings and discussions with clients to tailor a financial plan that meets their goals and establishes financial security. The firm's business leader, James J. Tyrpak, is a Chartered Financial Consultant who served as president of the Society of Financial Service Professionals.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3820 Sheridan Drive, Amherst, NY 14226
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

L&M Wealth Management serves individuals from Cheektowaga and the surrounding communities. It has been providing financial solutions since 1972, assisting clients in navigating the areas of investment, financial planning, generational wealth planning, and retirement accumulation or distribution planning. It also creates educational investment strategies and offers insurance and tax assistance. Founded by Russ Lipsitz, the business opened its doors to help firefighters secure proper health insurance. Max Lipsitz, one of its third-generation owners, is a certified financial planner.

Reputation:

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.
4.1
Google
4.1 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1323 N. Forest Road, Williamsville, NY 14221
  • Certified Financial Planner (CFP)

Why choose this provider?

Wilcox Financial is a company that caters to women with various insurance matters and financial planning needs. It helps clients in Cheektowaga gain an understanding of various financial planning aspects, such as asset allocation, Social Security, and education funding. It also provides corporate financial wellness programs that can assist employees in learning more about different financial situations like retirement. Company founder and CEO Nicholle Overkamp is a recipient of the 2013 Woman of the Year Award given by the American Business Woman's Association of WNY.

Reputation:

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.
5.0
Google
5.0 / 5 (4)
Yelp
5.0 / 5 (1)

Website
7606 Transit Rd. Suite 100, Buffalo, NY 14221
  • Certified Financial Planner (CFP)

Why choose this provider?

Buffalo First Wealth Management, LLC, is an independent financial planning and investment advisory firm that serves the Cheektowaga metro area. It has an in-house investment department that helps clients implement asset allocation strategies developed according to their investment goals and financial circumstances. It also assists individuals in developing and maintaining retirement plans through ongoing account reviews that help balance expenses and income. Founder Kevin R. Connolly holds a master's degree in business administration. He previously served as a district manager for Waddell & Reed, Inc.

Reputation:

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.
4.5
Google
4.4 / 5 (7)
Facebook
5.0 / 5 (6)
Yelp
2.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5949 Transit Road, Depew, NY 14043
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Pignataro Financial Group provides its services in Cheektowaga. It offers wealth and financial management, estate and retirement planning, insurance and investment planning, lifestyle management, and tax and money strategies. President and financial advisor Lawrence F. Pignataro, Jr., has served as a financial consultant since 1987. He is a former president of the Financial Planning Association of WNY. He is a member of the CFP Society, the Independent Association of Accountants, and the Lancaster Chamber of Commerce.

Reputation:

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.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
3976 Seneca Street, West Seneca, NY 14224
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Lauber Financial Planning is an advisory firm that helps people from different wealth and income levels residing in Cheektowaga. Established in 2010 by Amy Jo Lauber, the firm provides financial planning services for families and financial wellness guidance in the workplace for companies and employees. She also assists clients in preparing for the future financially and planning for retirement. Lauber is a Certified Financial Professional (CFP). She previously worked as Wealth Management Consultant for HSBC Bank USA.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5780 Main Street, Williamsville, NY 14221
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Northeastern Financial Partners LLC is a company that caters to the needs of clients in Cheektowaga. It provides financial planning solutions for retirement, estate, and college funding. The establishment also offers a range of protection services, including permanent and term life, long-term care, and disability income insurance policies. In addition, it handles business planning options like qualified plan design and installation, key person insurance, and executive compensation plans. The firm’s senior partner, Anthony Vincent Burgio, is an Accredited Wealth Management Advisor and Accredited Investment Fiduciary.

Reputation:

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.
4.6
Google
4.6 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6195 West Quaker Street, Orchard Park, NY 14127
  • Chartered Financial Analyst (CFA)
  • CFA Charterholder
  • Financial Planning

Why choose this provider?

Moldenhauer & Associates offers services to help clients in Cheektowaga understand, prepare, and manage their financial future. It develops investment plans, helps grow portfolios, and recommends strategies to achieve their ideal lifestyles and retirement goals. Its advisors introduce strategies for allocating assets and insurance options for risk protection. In addition, they offer advice and assistance with business and estate planning. Richard C. Moldenhauer, a Certified Financial Planner and a Chartered Financial Consultant, is a member of the Association of Registered Financial Planners.

Reputation:

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.
4.2

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What services do financial advisors offer at Cheektowaga?

    You may obtain various services from financial advisors in Cheektowaga, such as helping you build and protect your wealth and assets. They can also help you plan for the future of your estate, holistic retirement, and business continuity. You may also seek advisors to guide you in establishing strategies for your education funding solutions, investment consolidation, and insurance plans.

  • What are the different types of financial advisors in Cheektowaga?

    Fiduciary financial advisors are legally obligated and sworn to help clients in Cheektowaga seek the best financial decisions suitable for their goals and situations. There are also other types of financial advisors, including fee-only advisors who receive compensation based on the services they provide to their clients and independent advisors who are not affiliated with brokerages, banks, and companies.

  • What are the different kinds of insurance products offered by financial advisors in Cheektowaga?

    Financial advisors in Cheektowaga offer insurance products for individuals wanting to secure their finances, wealth, and assets for unexpected medical situations; these insurance products include disability, life, and long-term care plans. They also guide clients in choosing the best insurance policies for their assets and liabilities by offering property and casualty insurance plans.

  • What are the typical fee structures of financial advisors in Cheektowaga?

    The typical fee structures of a financial advisor in Cheektowaga include fixed fees, hourly fees, assets under management fees, and commissions. Fixed or flat fees are pre-arranged prices for specific services like financial planning while hourly fees involve the advisor being paid hourly for their services. AUM fees are annual fees calculated as a percentage of the investments managed for the client. Lastly, advisors earn commissions when they sell financial products like annuities, mutual funds, and insurance.

  • What is the retirement contribution limit for IRAs in Cheektowaga?

    The retirement contribution for individuals in Cheektowaga with traditional IRAs is between $500 to $6,500. However, individuals aged 50 and above have a minimum of $1,000 and a limit of $7,500. For heads of households and single individuals with ROTH IRA, their contribution must be between $138,000 to $153,000. Additionally, married couples with joint IRAs are required to contribute $218,000 to $228,000.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.