Best Financial Advisors in Orchard Park, NY

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List of Firms

Orchard Park, NY Fiduciary Financial Advisors

SEC File# 801-67640
CRD# 143323
Location 6435 W Quaker St, Orchard Park, NY 14127, USA
Phone (716) 870-4028
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SRL Financial Group
Location 6666 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-2013
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Davis Financial
5 out of 5
Location 6091 South Park Ave, Hamburg, NY 14075, USA
Phone (716) 649-3083
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James Munro - UBS Financial Services Inc.
Location 250 Delaware Ave Suite 610, Buffalo, NY 14202, USA
Phone (716) 849-3823
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Longevity Wealth Partners
5 out of 5
Location 6455 Lake Ave Suite D, Orchard Park, NY 14127, USA
Phone (716) 799-1600
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Bookkeeping | Orchard Park | Precision Accounting Services, LLC
Location 14 Arrowood Ln, Orchard Park, NY 14127, USA
Phone (716) 307-3045
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Winthrop Partners
Location 295 Main St Suite 840, Buffalo, NY 14203, USA
Phone (716) 322-7478
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Lauber Financial Planning
5 out of 5
Location 3976 Seneca St, West Seneca, NY 14224, USA
Phone (716) 430-1634
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Foresight Financial Planning
Location 3085 Southwestern Blvd, Orchard Park, NY 14127, USA
Phone (716) 677-2950
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Prudential Advisors
5 out of 5
Location 3085 Southwestern Blvd # 200, Orchard Park, NY 14127, USA
Phone (716) 608-6877
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Brown & Stromecki Agency Inc
5 out of 5
Location 4313 S Buffalo St, Orchard Park, NY 14127, USA
Phone (716) 662-4461
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Capital Markets Advisors LLC
Location 4211 N Buffalo St # 19, Orchard Park, NY 14127, USA
Phone (716) 662-3910
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Erie Mitigation LLC
Location 3711 California Rd # 160, Orchard Park, NY 14127, USA
Phone (716) 662-1938
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Carmody Wealth Services, LLC
Location 6541 Webster Rd, Orchard Park, NY 14127, USA
Phone (716) 508-4110
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Nova Financial
Location 6546 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 662-5173
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Prudential Advisors
Location 6455 Lake Ave suite d, Orchard Park, NY 14127, USA
Phone (716) 799-1600
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Northeast Retirement Plan Advisors
Location 950-A Union Rd Ste 31, West Seneca, NY 14224, USA
Phone (716) 674-6200
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Cooper Planning Group
5 out of 5
Location 6470 New Taylor Rd, Orchard Park, NY 14127, USA
Phone (716) 794-3009
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farrell financial llc
Location 21 Princeton Pl Suite 105, Orchard Park, NY 14127, USA
Phone (716) 508-8504
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Edward Jones - Financial Advisor: Jim Anderson, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 89 Hamburg St, East Aurora, NY 14052, USA
Phone (716) 652-0545
Time 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
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Andrew H Radziwon - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 240 Redtail Ste 13, Orchard Park, NY 14127, USA
Phone (716) 671-9007
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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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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Gregory Croll - Prudential Financial
Location 3085 Southwestern Blvd #200, Orchard Park, NY 14127, USA
Phone (716) 276-2432
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Peter Johnson Financial Services
Location 231 Orchard Park Rd, West Seneca, NY 14224, USA
Phone (716) 712-0793
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James Sands - Morgan Stanley
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5003
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Level Financial Advisors, Inc.
Location 4535 Southwestern Blvd #710a, Hamburg, NY 14075, USA
Phone (716) 634-6113
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James Joseph - Morgan Stanley
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5009
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Primiano Financial
Location 4211 N Buffalo St #17a, Orchard Park, NY 14127, USA
Phone (716) 646-1515
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Paul D. Voytovich, CPA, CFP
5 out of 5
Location 3778 N Buffalo St, Orchard Park, NY 14127, USA
Phone (716) 667-2577
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Wells Fargo Advisors
4 out of 5
Location 6506 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 662-6320
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Harbortown Financial Group LLC
5 out of 5
Location 190 Sunset Dr Suite 5, Hamburg, NY 14075, USA
Phone (716) 356-3300
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Ameriprise Financial
Location 2498 Union Rd, Cheektowaga, NY 14227, USA
Phone (716) 668-0535
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Richard Kubiak - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2498 Union Rd, Cheektowaga, NY 14227, USA
Phone (716) 668-0535
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Senior Financial & Tax
Location 5205 Chestnut Ridge Rd, Orchard Park, NY 14127, USA
Phone (716) 662-4470
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Southtowns Financial Group
5 out of 5
Location 3438 Orchard Park Rd, Orchard Park, NY 14127, USA
Phone (716) 662-0070
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Silver Grove Financial Group
SEC File# 801-110045
CRD# 287512
Location 4201 N Buffalo St, Orchard Park, NY 14127, USA
Phone (716) 800-4291
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Edward Jones - Financial Advisor: Jim Coupe
Location 3040 Amsdell Rd Suite 207C, Hamburg, NY 14075, USA
Phone (716) 422-9048
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Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
Location 4241 Maple Rd, Amherst, NY 14226, USA
Phone (716) 831-8944
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Robert J Ellis Financial Services
5 out of 5
Location 3415 Orchard Park Rd, Orchard Park, NY 14127, USA
Phone (716) 677-6277
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Morrow Financial Services
Location 4211 N Buffalo St #3, Orchard Park, NY 14127, USA
Phone (716) 655-2177
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Winterhalter Wealth Management
5 out of 5
Location 240 Redtail Suite 14, Orchard Park, NY 14127, USA
Phone (716) 539-4221
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First Research Financial
Location 4211 N Buffalo St, Orchard Park, NY 14127, USA
Phone (716) 667-7352
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Excelsior Financial
4 out of 5
Location 1207 Delaware Ave #108, Buffalo, NY 14209, USA
Phone (716) 318-5111
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Abbott Financial Services
Location 817 Abbott Rd, Buffalo, NY 14220, USA
Phone (716) 821-0080
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The Empire Branch | Equitable Advisors
SEC File# 801-14065
CRD# 6627
5 out of 5
Location 350 Essjay Rd Suite 300, Williamsville, NY 14221, USA
Phone (716) 626-2500
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Clearplan Financial, Inc
SEC File# 801-71632
CRD# 153872
5 out of 5
Location 6470 New Taylor Rd, Orchard Park, NY 14127, USA
Phone (716) 312-7424
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Louis Licata - Morgan Stanley
5 out of 5
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5050
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Thomas Youngman - Alliance Advisory Group
Location 600 Delaware Ave, Buffalo, NY 14202, USA
Phone (716) 817-7109
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The Licata Team - Morgan Stanley
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5050
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Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC
Location 259 Main St Ste 205, East Aurora, NY 14052, USA
Phone (716) 652-0002
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Sgroi Financial LLC
SEC File# 801-112067
CRD# 289764
4 out of 5
Location 965 Union Rd, West Seneca, NY 14224, USA
Phone (716) 674-6700
Time 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 – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Kirkby & Associates Inc
Location 6576 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 662-2824
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Foresight Financial Planners, Inc
5 out of 5
Location 950A Union Rd #206, West Seneca, NY 14224, USA
Phone (716) 281-5511
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Frank Antonucci
Location 4063 N Buffalo St, Orchard Park, NY 14127, USA
Phone (716) 667-2066
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Brian Makey - Thrivent
Location 2061 Billington Rd, East Aurora, NY 14052, USA
Phone (716) 695-2200
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Mark Stevens Financial LLC
5 out of 5
Location 3870 N Buffalo St, Orchard Park, NY 14127, USA
Phone (716) 667-7432
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Ian Deluke, CFP Financial Advisor
5 out of 5
Location Buffalo, NY 14203, USA
Phone (716) 200-9940
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Architel Capital
Location 42 Hillsboro Dr, Orchard Park, NY 14127, USA
Phone (716) 662-1285
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Financial Advisors in Orchard Park, NY

Where Certified Financial Advisors in Orchard Park, NY Serve

Nestled in the heart of Western New York, Orchard Park is a charming town bursting with natural beauty and a rich history. From the picturesque Chestnut Ridge Park to the iconic Ralph Wilson Stadium, Orchard Park boasts a plethora of landmarks that are sure to delight residents and visitors alike. The town is home to several major employers, including the Orchard Park Central School District, ValueCentric, and Bryant & Stratton College, providing ample job opportunities for those who call this town home. Major highways such as the New York State Thruway and Route 219 make it easy to access neighboring cities, while streets like South Buffalo Street and Milestrip Road offer convenient access to local businesses and attractions. With a variety of neighborhoods to choose from, including the upscale Birdsong and Eagle Heights communities, Orchard Park truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Orchard Park, NY could benefit from a financial advisor in a number of ways. One of the most common ways is by helping them develop a comprehensive financial plan that takes into account their unique circumstances and goals. This could include creating a budget, setting up a retirement savings plan, and developing strategies for managing debt. Additionally, a financial advisor could help residents of Orchard Park navigate the complex world of investing, providing guidance on everything from stocks and bonds to real estate and alternative investments. With its high median household income and relatively low cost of living compared to nearby cities like Buffalo, Orchard Park presents a number of unique opportunities and challenges for financial planning, making the expertise of a financial advisor especially valuable.

Insurance Broker

Residents of Orchard Park, NY can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help them find the best insurance policies that suit their needs and budget. Since Orchard Park is a suburban town with a population of over 29,000 people, residents may have different insurance needs depending on their lifestyle and occupation. An insurance broker can help them navigate the complexities of insurance policies, especially if they are looking for coverage for their homes, vehicles, or businesses. Additionally, an insurance broker can provide personalized advice on how to reduce insurance costs and ensure that residents are adequately protected in case of unexpected events such as accidents, natural disasters, or theft. By working with an insurance broker, residents of Orchard Park can have peace of mind knowing that they have the right insurance coverage for their unique needs.

Retirement Planning

Residents of Orchard Park, NY can greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique financial situation of each individual. Orchard Park is a suburban town with a population of approximately 30,000 people, many of whom are nearing retirement age. A retirement planner can help residents of Orchard Park navigate the complexities of Social Security, Medicare, and other retirement benefits to ensure they are maximizing their income and minimizing their expenses. Additionally, a retirement planner can help residents of Orchard Park identify potential sources of retirement income, such as pensions or investments, and develop a strategy to manage and grow those assets over time. With the help of a retirement planner, residents of Orchard Park can feel confident and secure in their retirement years.

Wealth Management

Residents of Orchard Park, NY can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan for each individual. This plan can include strategies for saving for retirement, investing in the stock market, and managing debt. In Orchard Park, NY, where the cost of living is relatively high compared to other areas in the state, a wealth manager can provide valuable guidance on how to manage expenses and build wealth. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that apply to their finances, ensuring that they are making the most of their money. With the help of a skilled wealth manager, residents of Orchard Park, NY can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Orchard Park, NY could benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a mortgage for a new home purchase or refinancing an existing mortgage to lower monthly payments. In a town like Orchard Park, where the median home value is higher than the national average, a mortgage loan officer can provide invaluable guidance on navigating the local real estate market. Additionally, they can help residents understand the different types of mortgages available and find one that fits their unique financial situation. With the help of a mortgage loan officer, residents of Orchard Park can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Orchard Park, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by ensuring that residents are taking full advantage of all available tax deductions and credits. This is especially important for Orchard Park residents, as the town has a higher than average property tax rate. A tax advisor can help residents navigate the complex tax code and identify deductions related to home ownership, such as mortgage interest and property taxes. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are in compliance with all applicable tax laws and minimizing their tax liability. Overall, working with a tax advisor can provide peace of mind and potentially save Orchard Park residents thousands of dollars in taxes each year.

Estate Planning Lawyer

Residents of Orchard Park, NY would greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that assets are distributed according to the individual's wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives, which are crucial in the event of incapacitation. For residents of Orchard Park, NY, an estate planning lawyer can also help navigate the state's complex probate laws and minimize the tax burden on their estate. Overall, an estate planning lawyer can provide peace of mind and ensure that a person's legacy is protected for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Orchard Park, NY