Retirement Planning in Williamsville, NY

We did the hard work of finding trustworthy partners in Williamsville, NY. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Williamsville, NY

generic_business-71
Queen City Financial Group
SEC File# 801-69708
CRD# 144733
Location 305 Spindrift Dr, Williamsville, NY 14221, USA
Phone (800) 499-7526
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
The Radecke Group - Morgan Stanley
Location 450 Essjay Rd Ste 100, Williamsville, NY 14221, USA
Phone (716) 631-4635
Directions
generic_business-71
John Hornung - Financial Advisor, Ameriprise Financial Services, LLC
Location 17 Limestone Dr STE 7, Williamsville, NY 14221, USA
Phone (716) 204-1049
Directions
generic_business-71
Wilcox Financial Group, LLC
5 out of 5
Location 1323 N Forest Rd, Amherst, NY 14221, USA
Phone (716) 906-3175
Directions
generic_business-71
New Harbor Financial Management
Location 2829 Wehrle Dr #5b, Williamsville, NY 14221, USA
Phone (716) 204-8100
Directions
generic_business-71
Inheritance Planning Group
Location 5920 Main Rd, Williamsville, NY 14221, USA
Phone (716) 248-8869
Directions
generic_business-71
Northwestern Mutual Life Insurance: Gerstman Daniel
Location 100 College Pkwy, Williamsville, NY 14221, USA
Phone (716) 626-4541
Directions
generic_business-71
Retirement Service Providers, Inc.
SEC File# 801-69708
CRD# 144733
Location 305 Spindrift Dr, Williamsville, NY 14221, USA
Phone (716) 204-9577
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Wealth to Women
SEC File# 801-69708
CRD# 144733
Location 305 Spindrift Dr, Williamsville, NY 14221, USA
Phone (716) 906-8121
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
RJR Retirement Planning Incorporated
Location 5820 Main Rd, Williamsville, NY 14221, USA
Phone (716) 634-3400
Directions
generic_business-71
Financial Education Resources
2 out of 5
Location 388 Evans St, Williamsville, NY 14221, USA
Phone (716) 633-2326
Directions
generic_business-71
Peter F Haag - Financial Advisor, Ameriprise Financial Services, LLC
Location 17 Limestone Dr STE 7, Williamsville, NY 14221, USA
Phone (716) 204-1049
Directions
generic_business-71
Brian J. Wells - Morgan Stanley
Location 450 Essjay Rd Ste 100, Williamsville, NY 14221, USA
Phone (716) 631-4686
Directions
generic_business-71
Jeffrey Fancher - RBC Wealth Management Financial Advisor
Location 6225 Sheridan Dr Suite 318, Williamsville, NY 14221, USA
Phone (716) 635-8428
Directions
generic_business-71
Haven Financial Planning
SEC File# 801-110045
CRD# 287512
Location 8469 Sheridan Dr, Williamsville, NY 14221, USA
Phone (716) 458-1900
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
Directions
generic_business-71
Mark C Massaro - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 17 Limestone Dr STE 8, Williamsville, NY 14221, USA
Phone (716) 626-6750
Directions
Retirement Planning in Williamsville, NY

About Williamsville, NY for Those Planning to Retire

Williamsville, NY is a quaint village located in Erie County, New York. The village is known for its charming atmosphere and historic landmarks, such as the Williamsville Water Mill and the Williamsville Depot. The village is home to several top employers, including Ingram Micro, Tops Markets, and National Fuel Gas Company. Major highways, such as the New York State Thruway and Interstate 290, run through Williamsville, making it easily accessible to commuters and travelers. The village is divided into several neighborhoods, each with its unique charm and character, including the historic district, the Snyder neighborhood, and the East Amherst neighborhood. The main street, Main Street, is lined with shops, restaurants, and cafes, making it a popular destination for locals and visitors alike. Williamsville is a vibrant community with something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Williamsville, NY would greatly benefit from a bank's services, especially in terms of financial management and investment. With its affluent community and thriving business district, Williamsville is a hub for entrepreneurs and professionals alike. A bank can assist in providing loans and credit lines for small businesses and startups, as well as offer investment opportunities for individuals seeking to grow their wealth. Additionally, a bank can provide financial planning and advice for families and individuals looking to secure their financial future. With the complexity of today's financial landscape, having a trusted and knowledgeable bank on your side can make all the difference in achieving financial success.

Insurance Broker

Residents of Williamsville, NY can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best policies that suit their unique needs and budget. This is especially important in Williamsville, NY, as the town is home to a diverse population with varying insurance needs. Secondly, an insurance broker can assist residents in filing claims and ensuring that they receive the compensation they deserve in the event of an accident or disaster. This is crucial in a town like Williamsville, NY, which is prone to extreme weather conditions that can cause property damage and other losses. Lastly, an insurance broker can provide residents with valuable advice on how to mitigate risks and protect their assets, such as by investing in flood insurance or liability coverage. In short, an insurance broker can be a valuable ally for residents of Williamsville, NY, helping them safeguard their financial future and achieve peace of mind.

Wealth Management

Residents of Williamsville, NY can benefit greatly from the services of a wealth manager. With its affluent population and high median household income, Williamsville is home to many individuals and families who require specialized financial planning and investment advice. A wealth manager can help these residents navigate complex financial markets, optimize their investment portfolios, and plan for long-term financial goals such as retirement or education expenses. Additionally, a wealth manager can provide tax planning strategies that are specific to Williamsville's tax laws and regulations. With the help of a wealth manager, residents of Williamsville can feel confident that their financial futures are secure and well-managed.

Financial Advisor

Residents of Williamsville, NY would benefit from the services of a financial advisor in several ways. Firstly, given that Williamsville is a suburb of Buffalo, New York, residents may need assistance in managing their finances in light of the region's economic conditions. A financial advisor can provide guidance on how to invest in the local economy, as well as provide insight into the risks and opportunities of investing in other markets. Additionally, Williamsville is home to a large number of retirees and elderly individuals, who may require assistance in managing their retirement savings, planning for long-term care, and navigating the complexities of Medicare and Social Security. A financial advisor can provide tailored advice on these matters, ensuring that residents can enjoy a secure and comfortable retirement. Finally, Williamsville is a community that places a high value on education and professional development. A financial advisor can help residents to plan for their children's education, identify opportunities for career advancement, and manage their finances in a way that supports their personal and professional goals.

Mortgage Loan Officer

Residents of Williamsville, NY can benefit greatly from the services of a mortgage loan officer. Firstly, these professionals can help them secure the best mortgage rates and terms for their home purchases. With the town's median home value of $262,000, this is a crucial step in ensuring that residents can afford to live in their desired neighborhoods. Additionally, mortgage loan officers can assist with refinancing options, which can be especially helpful for those looking to lower their monthly payments or access equity in their homes. Furthermore, with Williamsville's strong community ties and family-oriented atmosphere, mortgage loan officers can provide personalized advice on the best mortgage products for families, such as those with flexible repayment terms or low down payment requirements. Overall, the expertise of a mortgage loan officer can be invaluable for Williamsville residents looking to navigate the complex world of home financing.

Tax Services

Residents of Williamsville, NY could greatly benefit from the assistance of a tax advisor. With the village's close proximity to Buffalo, many residents may have multiple sources of income or investments that require specialized tax knowledge. Additionally, Williamsville has a higher median household income compared to other areas in Erie County, which can lead to more complex tax situations. A tax advisor can provide guidance on deductions and credits specific to Williamsville, such as the historic preservation tax credit for homeowners in the Williamsville Historic District. Furthermore, the village has a significant senior population, and a tax advisor can assist with navigating retirement account withdrawals and minimizing taxes on Social Security benefits. Overall, a tax advisor can help residents of Williamsville maximize their tax savings and avoid costly mistakes.

Estate Planning Lawyer

Residents of Williamsville, NY can benefit from the expertise of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help them create a comprehensive estate plan that outlines their wishes regarding their assets and healthcare in the event of incapacity or death. This is particularly important in a town like Williamsville, NY, where many residents are retirees and may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can assist with the creation of trusts, which can help individuals avoid probate and minimize estate taxes. Furthermore, an estate planning lawyer can help residents navigate complex legal issues such as Medicaid planning, which is especially important for those who may require long-term care in the future. Overall, the services of an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out in the most efficient and effective manner possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs