Best Financial Advisors in West Seneca, NY

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List of Firms

West Seneca, NY Fiduciary Financial Advisors

Clark & Nihill CPA's
5 out of 5
Location 1325 Union Rd, West Seneca, NY 14224, USA
Phone (716) 674-4459
Directions
Sgroi Financial LLC
5 out of 5
Location 965 Union Rd, West Seneca, NY 14224, USA
Phone (716) 674-6700
Directions
Bank of America Financial Center
Location 4099 Seneca St, West Seneca, NY 14224, USA
Phone (716) 674-5826
Directions
Peter Johnson Financial Services
Location 231 Orchard Park Rd, West Seneca, NY 14224, USA
Phone (716) 712-0793
Directions
Prudential Advisors
5 out of 5
Location 3085 Southwestern Blvd # 200, Orchard Park, NY 14127, USA
Phone (716) 608-6877
Directions
Nexstar Holding Corporation
Location 19 Ransier Dr B, West Seneca, NY 14224, USA
Phone (716) 677-6823
Directions
Lauber Financial Planning
5 out of 5
Location 3976 Seneca St, West Seneca, NY 14224, USA
Phone (716) 430-1634
Directions
Financial Advisors in West Seneca, NY

Where Certified Financial Advisors in West Seneca, NY Serve

West Seneca, NY is a vibrant and diverse town located in Erie County, New York. The town is home to several notable landmarks, including the Charles E. Burchfield Nature & Art Center, the West Seneca Town Hall, and the Cazenovia Park. The town is also known for its top employers, which include the West Seneca Central School District, Mercy Hospital of Buffalo, and Tops Markets. Major highways and streets in the area include the New York State Thruway, Route 400, and Union Road. West Seneca is divided into several distinct neighborhoods, including Ebenezer, Clinton Park, and Seneca Heights, each with its own unique character and charm. With its rich history, natural beauty, and thriving economy, West Seneca is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of West Seneca, NY could greatly benefit from the services of a financial advisor. With a population of over 44,000 people, many individuals and families in the area may need assistance in managing their finances and planning for their future. A financial advisor could provide guidance on topics such as retirement planning, investment strategies, and debt management. Additionally, West Seneca is located in Erie County, which has a higher cost of living compared to the national average. A financial advisor could help residents navigate the unique financial challenges of living in this area and create a plan tailored to their specific needs and goals. Overall, a financial advisor could be a valuable resource for the residents of West Seneca, NY in achieving financial security and stability.

Insurance Broker

Residents of West Seneca, NY would greatly benefit from the services of an insurance broker. With the town's close proximity to Buffalo, many residents commute to work and may require additional coverage for their vehicles. Additionally, the harsh winters in Western New York can lead to damage to homes and property, making homeowner's insurance a necessity. An insurance broker can help residents navigate the often confusing world of insurance policies and find the best coverage for their specific needs and budget. They can also assist with claims and provide ongoing support and guidance. Overall, an insurance broker can provide peace of mind for West Seneca residents, knowing that they are adequately protected in the event of an unexpected event.

Retirement Planning

Residents of West Seneca, NY can greatly benefit from the services of a retirement planner. One of the most common ways that they can be helped is by creating a personalized retirement plan that takes into account their unique financial situation and goals. This can include strategies for maximizing retirement savings, minimizing taxes, and managing investment portfolios. Additionally, a retirement planner can provide guidance on important decisions such as when to start taking Social Security benefits and how to create a sustainable income stream in retirement. For residents of West Seneca, NY, a retirement planner can also help navigate the specific challenges of the local economy, such as the high property taxes and cost of living. Overall, a retirement planner can provide peace of mind and help ensure a comfortable retirement for residents of West Seneca, NY.

Wealth Management

Residents of West Seneca, NY can benefit from the services of a wealth manager in multiple ways. Firstly, a wealth manager can assist them in creating a personalized financial plan that aligns with their long-term goals. This is particularly important in West Seneca, where the cost of living is higher than the national average. Secondly, a wealth manager can help residents make informed investment decisions that maximize their returns while minimizing risks. With the city's proximity to Buffalo, there are plenty of investment opportunities that a wealth manager can help residents explore. Lastly, a wealth manager can provide financial education and guidance to help residents make informed decisions about their finances. This is especially important in West Seneca, where the population is aging, and many residents may need help planning for retirement. Overall, a wealth manager can be a valuable partner in helping West Seneca residents achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of West Seneca, NY could greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing or refinancing a home. Specifically, with the town's population of over 44,000 people, a mortgage loan officer can help guide residents through the process of finding the best mortgage options for their unique financial situations. Additionally, with the town's median home value of over $160,000, a mortgage loan officer can provide valuable insight into securing a mortgage that fits within a resident's budget and financial goals. With the help of a mortgage loan officer, residents of West Seneca can feel confident in their home buying or refinancing decisions and ultimately achieve their dream of homeownership.

Tax Services

Residents of West Seneca, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by assisting residents in navigating the complex tax laws and regulations specific to the state of New York. For example, West Seneca is located in Erie County, which has its own unique tax laws and regulations that can be difficult to understand without professional guidance. A tax advisor can help residents ensure they are in compliance with these laws and regulations, as well as identify any potential deductions or credits they may be eligible for. Additionally, a tax advisor can help residents with tax planning and preparation, minimizing their tax liability and maximizing their returns. Overall, a tax advisor can provide valuable assistance to residents of West Seneca, NY in navigating the complexities of the tax system and ensuring they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of West Seneca, NY can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals create plans for the distribution of their assets after they pass away. One specific way that residents of West Seneca could benefit from an estate planning lawyer is by creating a plan that takes into account the unique tax laws of New York State. An experienced estate planning lawyer can help residents of West Seneca navigate these laws and ensure that their assets are distributed in the most tax-efficient way possible. Additionally, an estate planning lawyer can help residents of West Seneca create a plan that protects their assets from potential creditors and ensures that their wishes are carried out after they pass away. Overall, an estate planning lawyer can provide valuable guidance and peace of mind to residents of West Seneca as they plan for the future.

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