Best Financial Advisors in Chautauqua County, NY

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List of Firms

Chautauqua County, NY Fiduciary Financial Advisors

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The Offices of Attorney Elisabeth A. Hall & Miller Hall Financial
Location 4950 Main St, Bemus Point, NY 14712, USA
Phone (716) 484-4100
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Legend Group Inc
5 out of 5
Location 110 Mall Blvd, Lakewood, NY 14750, USA
Phone (716) 763-9380
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HBK Sorce Financial
Location 235 W 6th St, Erie, PA 16507, USA
Phone (800) 823-0617
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Legacy Financial Consulting Services
1 out of 5
Location 127 W 6th St, Erie, PA 16501, USA
Phone (814) 833-3360
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Fundamental Wealth Management
5 out of 5
Location 4867 W Lake Rd Ste 1, Dunkirk, NY 14048, USA
Phone (716) 326-4541
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Raymond James Financial Services
Location 33 Church St2nd Floor, Fredonia, NY 14063, USA
Phone (716) 672-7800
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GUGINO & RYEL FINANCIAL
Location 66 E Main St, Fredonia, NY 14063, USA
Phone (716) 672-7121
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Edward Jones - Financial Advisor: Joseph Strotman
Location 832 Foote Ave, Jamestown, NY 14701, USA
Phone (716) 664-2089
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James Purpura - Prudential Financial
Location 110 Marvin Pkwy, Jamestown, NY 14701, USA
Phone (716) 665-4813
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UBS Financial Services Inc.
Location 201 W 3rd St, Jamestown, NY 14701, USA
Phone (716) 338-1810
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JOHNSON MACKOWIAK AND ASSOCIATES, LLP
5 out of 5
Location 70 E Main St, Fredonia, NY 14063, USA
Phone (716) 672-4770
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Merrill Lynch Wealth Management Advisor Taylor G Swanson
Location 55 Southwestern Dr 1st Floor, Jamestown, NY 14701, USA
Phone (716) 485-2781
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Joanne M. Hallmark, CPA
4 out of 5
Location 3469 E Main St, Dunkirk, NY 14048, USA
Phone (716) 250-9258
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Morgan Stanley Financial Advisors
1 out of 5
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5000
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Summit Wealth Management Inc
5 out of 5
Location 517 W 3rd St, Jamestown, NY 14701, USA
Phone (716) 484-3005
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Chadwick Bay Financial Services
Location 200 Lake Shore Dr W, Dunkirk, NY 14048, USA
Phone (716) 363-2804
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Emma Steele - Alliance Advisory Group
Location 513 W 3rd St, Jamestown, NY 14701, USA
Phone (716) 483-1531
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Bayview Financial Group
Location 415 W 4th St, Jamestown, NY 14701, USA
Phone (716) 338-0410
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George J. Dusckas, Jr. - RBC Wealth Management Financial Advisor
Location 300 State St Suite 101, Erie, PA 16507, USA
Phone (814) 836-7840
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Hansen Financial Group
Location 415 W 4th St, Jamestown, NY 14701, USA
Phone (716) 483-1001
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Edward Jones - Financial Advisor: Kathryn M Colvin
5 out of 5
Location 305 E Fairmount Ave Suite G, Lakewood, NY 14750, USA
Phone (716) 763-0406
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Saxton, Kocur and Associates, LLP
5 out of 5
Location 301 E 2nd St #303, Jamestown, NY 14701, USA
Phone (716) 483-6109
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Nelson Capital Development Inc
3 out of 5
Location 500 Pine St # 8, Jamestown, NY 14701, USA
Phone (716) 487-0337
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Edward Jones - Financial Advisor: Dan Young
Location 33 S Lake St, North East, PA 16428, USA
Phone (814) 725-1009
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Financial Advisors in Chautauqua County, NY

Where Certified Financial Advisors in Chautauqua County, NY Serve

Chautauqua County, NY is a charming and picturesque region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Chautauqua Lake to the historic Chautauqua Institution, this county is a true gem. The top employers in the area include Cummins Inc., Jamestown Community College, and the Chautauqua County Government. Major highways and streets that run through the county include I-86, Route 60, and Route 20. Neighborhoods such as Lakewood, Jamestown, and Fredonia offer a variety of housing options and amenities for residents. With its rich history and natural beauty, Chautauqua County is a wonderful place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Chautauqua County, NY can benefit from the services of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in managing retirement savings. With a large population of retirees in the county, many residents may be unsure of how to best allocate their savings to ensure a comfortable retirement. A financial advisor can provide guidance on investment options and help create a retirement plan tailored to each individual's unique needs and goals. Additionally, with the county's strong agricultural industry, a financial advisor can also provide specialized advice on farm succession planning and estate planning for farmers and their families. Overall, a financial advisor can be a valuable resource for Chautauqua County residents looking to secure their financial future.

Insurance Broker

Residents of Chautauqua County, NY can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their specific needs. This is especially important in Chautauqua County, which is prone to severe weather conditions such as heavy snowfall, ice storms, and flooding. An insurance broker can help residents find policies that provide adequate protection against these risks. Additionally, an insurance broker can help residents save money by finding policies with lower premiums and better coverage options. This can be especially helpful for residents of Chautauqua County, which has a relatively high cost of living compared to other areas in New York State. Overall, an insurance broker can provide valuable assistance to residents of Chautauqua County, NY, helping them protect their assets and save money in the process.

Retirement Planning

Residents of Chautauqua County, NY can benefit greatly from the services of a retirement planner. With the county's aging population, many individuals may be uncertain about how to financially plan for their retirement years. A retirement planner can assist in creating a comprehensive financial plan that takes into account factors such as social security benefits, pensions, and investment options. Additionally, Chautauqua County is known for its high property taxes, which can be a significant financial burden for retirees on a fixed income. A retirement planner can help individuals navigate the complex tax system and identify strategies to minimize their tax burden. Overall, a retirement planner can provide peace of mind and help ensure that residents of Chautauqua County are financially prepared for their golden years.

Wealth Management

Residents of Chautauqua County, NY could benefit greatly from the expertise of a wealth manager. With a high poverty rate and limited job opportunities, many residents struggle to save for the future and invest wisely. A wealth manager can provide guidance on budgeting, saving, and investing strategies tailored to the unique needs of Chautauqua County residents. Additionally, a wealth manager can help navigate the local tax laws and regulations, ensuring that residents are maximizing their financial potential. With the help of a wealth manager, residents of Chautauqua County can feel more secure in their financial future and have a greater sense of control over their money.

Mortgage Loan Officer

Residents of Chautauqua County, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure funding for their dream homes, investment properties, or even to refinance their current mortgages. With the unique landscape of Chautauqua County, which boasts beautiful lakes and scenic countryside, a mortgage loan officer can help residents navigate the specific challenges of the local real estate market. For example, they can assist with securing loans for waterfront properties or homes in rural areas. Additionally, a mortgage loan officer can provide guidance on available government programs and incentives for first-time homebuyers in Chautauqua County. Overall, a mortgage loan officer can help residents achieve their homeownership goals and make the most of the beautiful area they call home.

Tax Services

Residents of Chautauqua County, NY can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, ranging from agriculture to tourism, tax laws can be complex and confusing for many individuals. A tax advisor can provide guidance on tax planning, preparation, and compliance, ensuring residents are taking advantage of all available deductions and credits. Additionally, with the recent changes to federal tax laws, a tax advisor can help residents navigate the new regulations and make informed decisions about their finances. Whether it's a small business owner or an individual taxpayer, a tax advisor can provide valuable assistance in maximizing savings and minimizing tax liabilities in Chautauqua County, NY.

Estate Planning Lawyer

Residents of Chautauqua County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents is by creating a will or trust. This is especially important in Chautauqua County, where many residents own property or businesses that they want to pass down to their loved ones. Additionally, an estate planning lawyer can assist with healthcare directives and power of attorney documents, which are crucial in the event of an unexpected illness or injury. By working with an estate planning lawyer, residents of Chautauqua County can ensure that their assets are protected and their wishes are carried out in the event of their passing or incapacity.

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FAQs About Personal Financial Advisors in Chautauqua County, NY