Best Financial Advisors in Lockport, NY

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List of Firms

Lockport, NY Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 7121 Rochester Rd, Lockport, NY 14094, USA
Phone (716) 433-0149
Language https://www.edwardjones.com/
Directions
Nicholas J. Narchus, PLLC
5 out of 5
Location 14 W Main St, Lockport, NY 14094, USA
Phone (716) 266-9007
Language http://narchuslaw.com/
Directions
Lockport Accounting & Tax Services
Location 256 East Ave, Lockport, NY 14094, USA
Phone (716) 434-0404
Directions
Jennifer O. D'Andrea, LLC
SEC File# 801-111055
CRD# 158043
Location 80 Park Ave, Lockport, NY 14094, USA
Language http://jenniferdandrea.com/
Directions
FRANK CORNELL ASSOCIATES, INC.
5 out of 5
Location 781 Davison Rd, Lockport, NY 14094, USA
Phone (716) 434-3733
Language http://www.frankcornellassociates.com/
Directions
Financial Advisors in Lockport, NY

Where Certified Financial Advisors in Lockport, NY Serve

Lockport, NY is a charming city with a rich history and a vibrant community. From its iconic Erie Canal locks to its stunning architecture, there's no shortage of landmarks to explore. The city is home to top employers like Yahoo, Delphi, and Eastern Niagara Hospital, providing ample job opportunities for residents. Major highways like the Niagara Expressway and the Lockport Bypass make travel easy, while streets like Main Street and Transit Road offer plenty of shopping and dining options. Neighborhoods like the Old City and the South End are full of character and charm, with beautiful homes and friendly neighbors. Whether you're a history buff, a foodie, or just looking for a great place to call home, Lockport has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lockport, NY can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique economic landscape of Lockport. For example, a financial advisor may recommend investments in local businesses or real estate opportunities that are specific to the area. Additionally, a financial advisor can help residents navigate the complex world of taxes, especially with New York's notoriously high tax rates. By working with a financial advisor, residents can feel confident that they are making informed decisions about their money and are on track to meet their financial goals.

Insurance Broker

Residents of Lockport, NY can benefit from the expertise of an insurance broker in several ways. With the city being located in a flood-prone area, an insurance broker can assist residents in obtaining flood insurance policies that provide adequate coverage. The broker can also help residents navigate the complexities of health insurance and find the best plan that suits their needs and budget. Additionally, an insurance broker can assist small business owners in Lockport in obtaining liability insurance and workers' compensation insurance to protect their business and employees. With the help of an insurance broker, residents of Lockport can have peace of mind knowing that they are adequately covered in case of any unforeseen events.

Retirement Planning

Residents of Lockport, NY could benefit greatly from the services of a retirement planner. With a population of over 20,000 people, many of whom are nearing retirement age, a retirement planner could provide guidance on how to save and invest for retirement. Lockport is also known for its historic architecture and many residents own older homes, which can be expensive to maintain. A retirement planner could help residents plan for these expenses and ensure they have enough money set aside for unexpected home repairs. Additionally, Lockport is located in Niagara County, which has a higher than average poverty rate. A retirement planner could help residents in Lockport who may be struggling financially by creating a budget and helping them make the most of their retirement savings.

Wealth Management

Residents of Lockport, NY can benefit greatly from the services of a wealth manager. One specific way that they can be helped is by creating a customized financial plan that takes into account the unique economic landscape of the area. Lockport is a small city located in Niagara County, with a population of just over 20,000 people. The local economy is heavily dependent on manufacturing and agriculture, with companies like GM and Yahoo! having a significant presence in the area. A wealth manager can help residents navigate the complexities of these industries and create a financial plan that is tailored to their specific needs and goals. They can also provide guidance on investing in local businesses and real estate, which can be a smart way to build wealth and support the community. Overall, a wealth manager can be an invaluable resource for residents of Lockport who want to make the most of their financial opportunities.

Mortgage Loan Officer

Residents of Lockport, NY can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage to purchase a home, as well as refinancing an existing mortgage. One specific way a mortgage loan officer can help residents of Lockport is by providing guidance on the unique housing market in the area. With a population of just over 20,000, Lockport is a small city with a variety of housing options, from historic homes to new construction. A mortgage loan officer can help residents navigate this market and find the best financing options for their specific needs. Additionally, they can provide valuable insight into local programs and incentives that may be available to help make homeownership more affordable for Lockport residents.

Tax Services

Residents of Lockport, NY could benefit greatly from the services of a tax advisor. With the city's rich history and thriving business community, there are many unique tax considerations that a tax advisor could help with. For example, Lockport is home to many small businesses, and a tax advisor could assist these entrepreneurs with navigating the complex tax laws and regulations that come with owning a business. Additionally, Lockport has a large number of historic homes and buildings, which may qualify for tax credits and deductions related to preservation efforts. A tax advisor could help homeowners take advantage of these opportunities and potentially save money on their taxes. Overall, a tax advisor could provide valuable guidance and support to Lockport residents as they navigate the often confusing world of taxes.

Estate Planning Lawyer

Residents of Lockport, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Lockport residents is by creating a will. This is especially important for Lockport residents because the city has a higher than average population of seniors, who may need to make sure their assets are properly distributed after they pass away. Additionally, an estate planning lawyer can help Lockport residents create a trust, which can protect their assets and provide for their loved ones in the event of incapacity or death. Overall, an estate planning lawyer can provide peace of mind and ensure that Lockport residents' wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lockport, NY

A financial advisor in Lockport, NY provides a wide range of financial advising services to individuals and businesses. They can assist with retirement planning, investment management, tax planning, and estate planning. Additionally, they can provide guidance on insurance policies, college savings plans, and budgeting. In Lockport, NY specifically, a financial advisor can help navigate the unique challenges of the local economy. With a population of just over 20,000, Lockport has a diverse mix of businesses, from small family-owned shops to large manufacturing plants. A financial advisor can provide tailored advice to individuals and businesses based on their specific financial needs and goals, taking into account the local economic landscape. Whether it's creating a retirement plan for a local business owner or helping a family save for their child's college education, a financial advisor in Lockport, NY can provide valuable expertise and guidance.

Lockport, NY is the ultimate destination for anyone seeking financial advising. With its rich history and diverse community, Lockport is a hub of financial expertise. The city boasts a plethora of financial institutions, ranging from small, family-owned businesses to large corporations. What sets Lockport apart, however, is its commitment to personalized service. Financial advisors in Lockport take the time to get to know their clients, understanding their unique financial goals and tailoring their advice accordingly. Moreover, Lockport's proximity to major financial centers such as Buffalo and Niagara Falls means that its advisors are always up-to-date on the latest trends and developments in the industry. Whether you're looking to invest in the stock market, plan for retirement, or start a business, Lockport's financial advisors have the expertise, experience, and dedication to help you achieve your goals.