Retirement Planning in East Aurora, NY

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Top Retirement Planners in East Aurora, NY

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Edward Jones - Financial Advisor: Jim Anderson, CFP®
5 out of 5
Location 89 Hamburg St, East Aurora, NY 14052, USA
Phone (716) 652-0545
Directions
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Pignataro Financial Group
4 out of 5
Location 5949 Transit Rd, Depew, NY 14043, USA
Phone (716) 685-0336
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Partners In Rehab
5 out of 5
Location 94 Olean St, East Aurora, NY 14052, USA
Phone (716) 828-3700
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Daryl Oar
Location 212 Main St, East Aurora, NY 14052, USA
Phone (716) 652-5776
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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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Investment Solutions Of WNY
5 out of 5
Location 100 Pinewood Trail, East Aurora, NY 14052, USA
Phone (716) 609-7159
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Aurora Group LLC
Location 1883 Penfield Rd, Penfield, NY 14526, USA
Phone (585) 388-3020
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The Empire Branch | Equitable Advisors
4 out of 5
Location 350 Essjay Rd Suite 300, Williamsville, NY 14221, USA
Phone (716) 626-2500
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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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Retirement Planning in East Aurora, NY

About East Aurora, NY for Those Planning to Retire

East Aurora, NY is a quaint town with a rich history and a plethora of landmarks. From the iconic Roycroft Campus to the historic Millard Fillmore House, there is no shortage of cultural and architectural treasures to explore. The top employers in the area include Moog Inc., Fisher-Price, and Absolut Care, providing a diverse range of job opportunities for locals. Major highways such as Route 400 and Route 20A make commuting a breeze, while Main Street and Oakwood Avenue offer charming streetscapes for leisurely strolls. The neighborhoods of East Aurora are equally charming, with tree-lined streets and beautiful homes in areas like Hampton Park and Knox Woods. Whether you're a resident or a visitor, East Aurora is a town that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of East Aurora, NY would benefit from a bank in various ways. Firstly, with the town being home to numerous small businesses, a bank can provide financial support to entrepreneurs looking to grow their businesses. Additionally, East Aurora is known for its historic architecture, and a bank can offer loans and mortgages to those looking to purchase or renovate a historic property. Furthermore, with the town located in a rural area, a bank can provide access to financial services that may not be readily available to residents. This includes online banking, mobile banking, and other digital platforms that make banking more convenient and accessible. In conclusion, a bank in East Aurora, NY can help support the local economy, preserve the town's historic charm, and provide financial services to residents.

Insurance Broker

Residents of East Aurora, NY can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can assist residents in obtaining the best insurance coverage for their unique needs, including home, auto, and life insurance. East Aurora, NY is a town located in Erie County, known for its vibrant arts and cultural scene, as well as its rich history. With its proximity to Buffalo, the town has a diverse population that includes families, retirees, and young professionals. Insurance brokers can help these individuals navigate the complex world of insurance policies and find the best coverage at the most affordable rates. Additionally, an insurance broker can provide valuable advice on risk management, helping residents protect their assets in the event of unforeseen circumstances. With an insurance broker's help, residents of East Aurora, NY can have peace of mind knowing that they have the right insurance coverage to protect themselves and their loved ones.

Wealth Management

Residents of East Aurora, NY could greatly benefit from the assistance of a wealth manager. With its quaint charm and proximity to Buffalo, East Aurora is home to many affluent individuals who may require guidance in managing their finances. A wealth manager can help these individuals navigate the complexities of investing, tax planning, and retirement planning. Additionally, with the abundance of small businesses in East Aurora, a wealth manager can provide valuable insight into business succession planning and estate planning. The unique blend of rural and suburban living in East Aurora presents a variety of financial challenges that require a skilled and experienced professional to help navigate. A wealth manager can offer tailored solutions to meet the specific needs of each individual, ensuring their financial goals are met and their legacy is secured for future generations.

Financial Advisor

Residents of East Aurora, NY could benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor could be particularly helpful is in navigating the town's unique real estate market. With its picturesque Main Street and historic homes, East Aurora is a highly sought-after location for homeowners. However, this popularity can also make it a challenging market to navigate. A financial advisor could help residents understand the nuances of the local real estate market, as well as provide guidance on how to invest in property in a way that aligns with their long-term financial goals. Additionally, a financial advisor could provide support in other areas, such as retirement planning and investment management, helping residents to build a strong financial foundation that will serve them well in the years to come.

Mortgage Loan Officer

Residents of East Aurora, NY can benefit from the expertise of a mortgage loan officer in various ways. For instance, a mortgage loan officer can help residents navigate the complex process of acquiring a mortgage loan, which can be a daunting task for first-time homebuyers. With their knowledge of the local housing market, a mortgage loan officer can also help residents find the most suitable mortgage product that meets their unique financial needs. Moreover, given that East Aurora, NY is a historic village with a rich architectural heritage, a mortgage loan officer can help residents secure financing for the restoration or renovation of old homes. This is particularly important as the village has strict zoning regulations that require homeowners to comply with specific building codes. In summary, a mortgage loan officer can provide invaluable assistance to residents of East Aurora, NY, by helping them secure the best mortgage terms and navigate the complexities of the local housing market.

Tax Services

Residents of East Aurora, NY can benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that are unique to the state of New York. This includes understanding the various tax deductions and credits that are available to residents, as well as the specific tax laws that apply to small businesses and self-employed individuals in the area. Additionally, a tax advisor can help residents of East Aurora plan for their financial future by providing advice on retirement planning, estate planning, and investment strategies. With their extensive knowledge of the tax code and financial planning, a tax advisor can help residents of East Aurora maximize their financial resources and achieve their long-term goals.

Estate Planning Lawyer

Residents of East Aurora, NY can benefit greatly from the services of an estate planning lawyer. With a population of just over 6,000, the small town is home to many families and individuals who could benefit from having a comprehensive estate plan in place. An estate planning lawyer can help East Aurora residents with tasks such as drafting wills, creating trusts, and establishing powers of attorney. Additionally, residents may need help navigating the complex legal landscape surrounding Medicaid planning and long-term care. With the help of an experienced estate planning lawyer, East Aurora residents can ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

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