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Best Financial Advisors in Cheektowaga

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Cheektowaga, NYCheektowaga, NY

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.

Cheektowaga, NYCheektowaga, NY

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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: --

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

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.

19 Limestone Drive, Suite 5, Williamsville, NY 14221
Williamsville, NY 14221

Website(716) 587-8498

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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)

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

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.

7606 Transit Rd. Suite 100, Buffalo, NY 14221
Buffalo, NY 14221

Website(716) 861-7371

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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+

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

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.

6622 Main St Ste 2, Williamsville, NY 14221
Williamsville, NY 14221

Website(716) 565-3880

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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:

4 (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+

6470 New Taylor Rd, Orchard Park, NY 14127
Orchard Park, NY 14127
  • Financial Planning

ClearPlan Financial, Inc., is a firm that serves clients in Cheektowaga. It is composed of independent financial advisors who help individuals plan their estate, personal and business tax, and retirement and investments. The firm also provides assistance on budgeting and debt management, education funding, employee benefits, and long-term care. Robert Kloss, ClearPlan Financial's president, has more than 30 years of experience in wealth management. He was the president and board chairman of the Western New York Financial Planning Association.

6470 New Taylor Rd, Orchard Park, NY 14127
Orchard Park, NY 14127

Website(716) 312-7424

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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:

15 (Better)

Score Consistency:

Consistent (Best)

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

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.

1207 Delaware Avenue, Suite 110, Buffalo, NY 14209
Buffalo, NY 14209

Website(716) 362-1182

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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: --

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

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.

4549 Main St Suite 200, Buffalo, NY 14226
Buffalo, NY 14226

Website(716) 842-0145

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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)

8469 Sheridan Drive, Williamsville, NY 14221
Williamsville, NY 14221
  • Certified Financial Planner (CFP)
  • Financial Planning

Haven Financial Planning is a firm serving Cheektowaga and surrounding communities. It assists individuals, families, and businesses in creating and developing financial strategies to manage potential risks and obstacles in the future. Its financial advisor, Katie Weibel, works with professionals from different industries to deal with other areas of financial planning, such as CPAs and lawyers. She is a Certified Financial Planner and a Certified Divorce Financial Analyst who also serves on the development committee of Habitat for Humanity Buffalo.

8469 Sheridan Drive, Williamsville, NY 14221
Williamsville, NY 14221

Website(716) 458-1900

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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)

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

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.

360 Delaware Avenue Suite 400, Buffalo, NY 14202
Buffalo, NY 14202

Website(716) 362-0170

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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:

2 (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

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

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.

3820 Sheridan Drive, Amherst, NY 14226
Amherst, NY 14226

Website(716) 839-1234

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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:

4.2 / 5 ( Best)

Total Reviews:

12 (Better)

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

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

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.

3976 Seneca Street, West Seneca, NY 14224
West Seneca, NY 14224

Website(716) 430-1634

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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+

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

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.

6195 West Quaker Street, Orchard Park, NY 14127
Orchard Park, NY 14127

Website(716) 662-4361

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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:

4.2 / 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: --

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

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.

5780 Main Street, Williamsville, NY 14221
Williamsville, NY 14221

Website(716) 635-6800

Show Number

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:

4.6 / 5 ( Best)

Total Reviews:

10 (Better)

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

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

Serving Cheektowaga, Ocean Wealth Group is committed to helping its clients create a personalized retirement plan. It guides them in comprehensively organizing their finances, covering various aspects like college funding, insurance, and estate planning. Its advisors also develop financial plans that last for decades by working with attorneys, insurance agents, and accountants. In addition, they provide counsel about investment selection and portfolio allocation. Ocean Wealth Group has been featured in Forbes, The Buffalo News, and Nasdaq.

5550 Main St. Ste. 1, Williamsville, NY 14221
Williamsville, NY 14221

InstagramWebsite(716) 458-0051

Show Number

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:

2 (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+

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

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.

5949 Transit Road, Depew, NY 14043
Depew, NY 14043

Website(716) 685-0336

Show Number

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 / 5 ( Best)

Total Reviews:

4 (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: --

Detail: --

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

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.

965 Union Road, Buffalo, NY 14224
Buffalo, NY 14224

Website(716) 674-6700

Show Number

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:

4.5 / 5 ( Best)

Total Reviews:

6 (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+

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

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.

8463 Sheridan Drive, Williamsville, NY 14221
Williamsville, NY 14221

Website(716) 302-4265

Show Number

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:

2 (Good)

Score Consistency:

Consistent (Best)

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

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.

4925 Main St, Suite 202, Amherst, NY 14226
Amherst, NY 14226

Website(716) 362-9229

Show Number

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+

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

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.

319 West Main Street, Batavia, NY 14020
Batavia, NY 14020

Website(833) 346-4897

Show Number

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:

74 (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: --

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

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.

6622 Main Street, Suite 6, Williamsville, NY 14221
Williamsville, NY 14221

Website(716) 631-1600

Show Number

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)

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

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.

1323 N. Forest Road, Williamsville, NY 14221
Williamsville, NY 14221

Website(716) 906-3175

Show Number

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)

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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