What are some popular services for financial advising?

A financial advisor in East Aurora, NY can provide a range of financial advising services to help clients achieve their financial goals. With its charming village setting and rich history, East Aurora is home to a diverse community of individuals and families with unique financial needs. A financial advisor in East Aurora can provide personalized financial planning services tailored to each client's specific situation, including retirement planning, investment management, tax planning, and estate planning. They can also offer advice on insurance and risk management, college planning, and debt management. With their expertise in the local market, a financial advisor in East Aurora can help clients navigate the complexities of the local economy and make informed decisions about their finances. Whether you're just starting out or looking to grow your wealth, a financial advisor in East Aurora can help you achieve your financial goals and secure your financial future.

What are people saying about financial advising services in East Aurora, NY?

East Aurora, NY is the ideal place to get financial advising for many reasons. One of the most notable is the town's rich history of entrepreneurship and innovation. East Aurora is home to numerous successful businesses, ranging from small startups to large corporations. This culture of entrepreneurship has fostered a community of financial experts who are well-versed in the unique challenges and opportunities facing local businesses and individuals. Additionally, East Aurora's proximity to Buffalo and other major cities in the region provides access to a wide range of financial resources and expertise. Whether you're looking for help with retirement planning, investment strategies, or tax preparation, East Aurora's financial advisors have the knowledge and experience to help you achieve your goals. With their bursty and complex approach to financial advising, you can be confident that you're getting the most comprehensive and effective advice possible.

What does a financial planner do?

A financial planner in East Aurora, NY is a professional who assists individuals and businesses in managing their finances. They provide expert advice on investment strategies, retirement planning, tax planning, and estate planning. East Aurora, NY, located in Erie County, is a small town with a rich history and a vibrant community. The financial planner in East Aurora, NY, understands the unique financial challenges faced by residents of this town and tailors their services accordingly. They work with clients to create customized financial plans that take into account their specific goals, needs, and risk tolerance. Whether it's helping a family save for their child's college education or assisting a business owner in expanding their operations, the financial planner in East Aurora, NY, is dedicated to providing comprehensive and personalized financial advice.

When should you get a financial planner?

East Aurora, NY residents should consider reaching out to a financial advisor when they find themselves struggling to manage their finances effectively. With its charming small-town feel and proximity to Buffalo, East Aurora is a desirable place to live, but its residents face unique financial challenges. The cost of living in this area is higher than the national average, and many residents are employed in industries that are vulnerable to economic downturns. Moreover, the town's population is aging, which means that many residents are approaching retirement and need to plan for their financial futures. A financial advisor can help East Aurora residents navigate these challenges by providing personalized advice on budgeting, investing, and retirement planning. They can also help residents make informed decisions about major financial milestones, such as buying a home or starting a business. Ultimately, a financial advisor can provide the guidance and support that East Aurora residents need to achieve financial stability and security.

How do I choose the right financial advisor?

A financial advisor in East Aurora, NY must possess a myriad of important qualities to effectively serve the community. Firstly, they must possess a deep understanding of the local economy and financial landscape. East Aurora is a small village located in Erie County, New York, with a population of just over 6,000 people. Despite its small size, it is home to several large corporations and businesses, including Moog Inc. and Fisher-Price. A skilled financial advisor must be able to navigate the unique financial challenges and opportunities that arise in a small town with a diverse economic base. Additionally, they must possess excellent communication skills to effectively communicate complex financial concepts to their clients. They should also be able to provide personalized financial advice tailored to each client's unique needs and goals. Finally, they must be trustworthy, ethical, and transparent, as they are dealing with their clients' hard-earned money and financial futures.

What makes East Aurora, NY the top choice for financial advising?

East Aurora, NY is home to some of the top financial advising firms in the country. These firms have a reputation for providing unparalleled financial advice and services to their clients. One of the most notable firms in the area is known for its expertise in retirement planning. They offer a comprehensive approach to retirement planning that takes into account a client's unique goals and needs. This firm is known for its ability to help clients navigate the complexities of retirement planning, including tax strategies, investment management, and estate planning. Another top financial advising firm in East Aurora is known for its expertise in wealth management. They offer a range of services, including investment management, financial planning, and risk management. This firm is known for its ability to help clients build and preserve wealth over the long term, while also managing risk. Overall, the financial advising firms in East Aurora are known for their expertise, professionalism, and commitment to helping clients achieve their financial goals.

How do financial advisors get paid?

Financial advisors in East Aurora, NY are compensated in several ways. One of the most common methods is through commissions. This means that they receive a percentage of the financial products they sell to their clients. Another way is through fees, which can be charged hourly, annually, or per transaction. Some advisors may also receive a salary or a combination of salary and commission. Additionally, some advisors may receive bonuses for meeting certain performance goals or bringing in new clients. It is worth noting that East Aurora, NY has a unique financial landscape, with a mix of rural and suburban areas. This means that financial advisors in this area may have to adapt their compensation strategies to meet the needs of their clients, who may have different financial goals and needs depending on where they live.

Find the Top Financial Advisors Serving East Aurora, NY

Connect With a Financial Planner

List of Firms

East Aurora, NY Fiduciary Financial Advisors

Royal Financial Group

1780 Union Rd # 2, West Seneca, NY 14224, USA

(716) 656-7540

http://www.royalfg.com/index.cfm?&disclaimer=accept

Directions

Daryl Oar

212 Main St, East Aurora, NY 14052, USA

(716) 652-5776

https://fa.citizensbank.com/ny/east-aurora/daryl-oar-j023983

Directions

Waterford Advisors, LLC

SEC File# 801-62941

CRD# 119442

5 out of 5

3858 N Buffalo St Suite 2, Orchard Park, NY 14127, USA

(716) 580-3906

https://www.waterfordadv.com/?utm_source=googlemybusiness&utm_medium=local&utm_campaign=gmb_traffic

Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed

Directions

KeyBank

2 out of 5

55 Douglas Ln, East Aurora, NY 14052, USA

(716) 652-6900

https://www.key.com/locations/ny/east-aurora/BRCH32900816/55-douglas-lane?ppc=cmpgmb

Directions

Morgan Stanley Financial Advisors

1 out of 5

6532 E Quaker St, Orchard Park, NY 14127, USA

(716) 667-5000

https://advisor.morganstanley.com/orchard-park-branch?y_source=1_MjM2MjE1Ni03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D

Directions

Foresight Financial Planners, Inc

5 out of 5

950A Union Rd #206, West Seneca, NY 14224, USA

(716) 281-5511

http://www.foresightfp.com/

Directions

Jennifer L Krieger Radziwon - Financial Advisor, Ameriprise Financial Services, LLC

240 Redtail Ste 13, Orchard Park, NY 14127, USA

(716) 671-9007

https://www.ameripriseadvisors.com/Jennifer.KriegerRadziwon/?cid=IP_local_google

Directions

Where Certified Financial Advisors in East Aurora, NY Serve

Nestled in the heart of Western New York, East Aurora boasts a rich history and vibrant community. Landmarks include the Roycroft Campus, a national historic landmark featuring arts and crafts architecture, and the Vidler's 5 & 10, a beloved five-and-dime store that has been in operation since 1930. Top employers in the area include Moog Inc., a global aerospace and defense company, and Fisher-Price, a leading toy manufacturer. Major highways such as Route 20A and Route 400 provide easy access to neighboring cities like Buffalo and Rochester. The town is divided into several distinct neighborhoods, including the Village, Hamlet, and Rural areas, each with their own unique character and charm.

Nearby Locations

Airmont, NY Albany County, NY Albany, NY Armonk, NY Auburn, NY Babylon, NY Ballston Spa, NY Bay Shore, NY

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of East Aurora, NY can benefit greatly from the advice and guidance of a financial advisor. With its small-town feel and proximity to Buffalo, East Aurora presents unique financial challenges and opportunities. A financial advisor can help residents navigate the local real estate market, which can be competitive and expensive. They can also provide guidance on retirement planning, given the region's aging population. Additionally, with the prevalence of small businesses in the area, a financial advisor can help entrepreneurs with business planning, budgeting, and financing. Overall, a financial advisor can provide East Aurora residents with personalized solutions to their financial needs, helping them to achieve their goals and secure their financial future.

Insurance Broker

Residents of East Aurora, NY can greatly benefit from the services of an insurance broker. With the town's proximity to Buffalo and the surrounding suburbs, residents may require specialized coverage for their homes, vehicles, and businesses. An insurance broker can help residents navigate the complex insurance market and find policies that meet their unique needs and budget. For example, with the town's harsh winters and frequent snowfall, an insurance broker can help residents find coverage that includes protection against damage caused by snow and ice. Additionally, an insurance broker can provide valuable advice on how to reduce insurance premiums and ensure that residents have adequate coverage in the event of an accident or disaster. Overall, an insurance broker can be a valuable resource for residents of East Aurora, NY in protecting their assets and ensuring peace of mind.

Retirement Planning

Residents of East Aurora, NY could benefit greatly from the services of a retirement planner. With a population of just over 6,000 people, many of whom are nearing retirement age, having a professional guide them through the complexities of retirement planning could be invaluable. A retirement planner could help residents of East Aurora, NY navigate the various retirement options available to them, such as Social Security, pensions, and 401(k) plans. They could also assist with estate planning and creating a comprehensive financial plan that takes into account the unique needs and challenges of living in a small town. For example, a retirement planner could help residents of East Aurora, NY plan for potential healthcare costs associated with living in a rural area, or help them explore opportunities for part-time work or volunteerism in retirement. Overall, a retirement planner could provide peace of mind for residents of East Aurora, NY as they prepare for their golden years.

Wealth Management

Residents of East Aurora, NY can benefit from the services of a wealth manager in a number of ways. One of the most common ways is by receiving guidance on how to invest their money wisely. With the help of a wealth manager, residents can make informed decisions about where to put their money and how to diversify their portfolio to minimize risk. Additionally, a wealth manager can provide advice on how to plan for retirement, manage debt, and save for big-ticket items like a home or college education. In a town like East Aurora, where many families have deep roots and a strong sense of community, a wealth manager can also offer guidance on how to incorporate charitable giving into their financial plan, helping residents to support local causes and organizations that are important to them.

Mortgage Loan Officer

Residents of East Aurora, NY can benefit greatly from the help of a mortgage loan officer. One of the most common ways a loan officer can assist residents is by providing guidance and support during the home-buying process. East Aurora is a small town with a tight-knit community, and finding the perfect home can be a challenge. A loan officer can help residents navigate the complex world of mortgages and find the right loan for their unique situation. Additionally, a loan officer can help residents understand the local real estate market, including the average home prices and the best neighborhoods to buy in. This knowledge can be invaluable when it comes to making an informed decision about buying a home in East Aurora.

Tax Services

Residents of East Aurora, NY can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. This is especially important for residents of East Aurora, NY who may be eligible for unique tax breaks, such as those related to the region's agricultural industry. Additionally, a tax advisor can assist residents in navigating the complex tax laws and regulations that apply to their specific situation. For example, East Aurora, NY residents who own businesses may need help with tax planning and compliance, while retirees may require assistance with tax-efficient retirement planning. Ultimately, a tax advisor can help residents of East Aurora, NY minimize their tax liability and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of East Aurora, NY could benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in East Aurora, where many families have deep roots and may have property or businesses that have been in the family for generations. Additionally, an estate planning lawyer can help residents with tax planning and minimizing estate taxes, which can be especially important for those with larger estates. Overall, an estate planning lawyer can provide peace of mind and help ensure that a person's legacy is protected for future generations.

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