Wealth Management in Lockport, NY

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List of Firms

Lockport, NY Wealth Management Firms

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Sauberan & Co
SEC File# 801-38553
CRD# 106317
Location 175 Walnut St # 6, Lockport, NY 14094, USA
Phone (716) 439-1265
Directions
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Sinclair & Associates: Asset Management Strategies
Location 122 West Ave # 100, Lockport, NY 14094, USA
Phone (716) 434-3347
Directions
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Hammer Financial Group
5 out of 5
Location 5860 Snyder Dr, Lockport, NY 14094, USA
Phone (716) 633-4872
Directions
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CenterBridge Planning Group
Location 126 Professional Pkwy, Lockport, NY 14094, USA
Phone (716) 626-7060
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3976 Lockport Olcott Rd, Lockport, NY 14094, USA
Phone (716) 434-5095
Directions
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Connor Wealth Management
Location 5860 Snyder Dr, Lockport, NY 14094, USA
Phone (716) 439-1143
Directions
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Haick Financial Group
Location 76 West Ave, Lockport, NY 14094, USA
Phone (716) 694-7728
Directions
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Joshua Dent - Raymond James
Location 271 East Ave, Lockport, NY 14094, USA
Phone (585) 418-4163
Directions
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Timothy A Riemer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 702 Davison Rd, Lockport, NY 14094, USA
Phone (716) 478-4320
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 271 East Ave, Lockport, NY 14094, USA
Phone (716) 433-0574
Directions
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Saperston Asset Management Inc
Location 131 East Ave #202, Lockport, NY 14094, USA
Phone (716) 438-0988
Directions
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Lockport Investment Management
Location 5860 Snyder Dr, Lockport, NY 14094, USA
Phone (716) 438-0988
Directions
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Alexander Financial Services
Location 20 Market St, Lockport, NY 14094, USA
Phone (716) 478-0240
Directions
Wealth Management in Lockport, NY

Where Wealth Management Advisors in Lockport, NY Serve

Lockport, NY is a charming city with a rich history and an abundance of landmarks that are sure to captivate any visitor. From the iconic Erie Canal locks to the stunning Niagara Escarpment, this city is a treasure trove of natural and man-made wonders. When it comes to employment opportunities, Lockport is home to several major employers, including Yahoo!, Delphi, and Harrison Radiator. These companies provide a diverse range of job opportunities in fields such as technology, manufacturing, and engineering. The city is also well-connected to major highways and streets, including the I-990, the Niagara Falls Boulevard, and the Transit Road. These roads provide easy access to neighboring cities and towns, making it a convenient location for commuters. As for neighborhoods, Lockport boasts a variety of options, each with its own unique character and charm. From the historic downtown area to the peaceful suburbs, there is something for everyone in this vibrant city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lockport, NY could benefit from a bank in various ways. For instance, a bank could provide locals with access to financial resources that could help them achieve their goals, such as buying a home or starting a business. Moreover, given that Lockport is a small city with a population of around 20,000, a bank could play a crucial role in ensuring that residents have access to banking services that are tailored to their needs. This could include offering low-cost checking and savings accounts, providing financial education programs, and supporting local community initiatives. Additionally, given that Lockport is located in Niagara County, which is known for its picturesque nature and abundance of outdoor activities, a bank could also offer products and services that cater to residents' recreational needs, such as loans for recreational vehicles or savings accounts for outdoor enthusiasts.

Insurance Broker

Residents of Lockport, NY can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents in Lockport navigate the complex and ever-changing insurance market. With the city's proximity to the Niagara Falls and Lake Ontario, residents may face unique risks such as flood damage or water-related accidents. An insurance broker can help residents identify the right coverage options for their specific needs and budget, and can also provide guidance on how to file claims and handle other insurance-related matters. Additionally, an insurance broker can help residents in Lockport save money by comparing quotes from multiple insurers and negotiating better rates on their behalf. This can be especially helpful for residents who may be on a tight budget, as Lockport has a median household income that is lower than the national average. Overall, an insurance broker can provide valuable support and peace of mind to residents in Lockport, NY.

Retirement Planning

Residents of Lockport, NY could greatly benefit from the expertise of a retirement planner. With its aging population and limited job opportunities, many Lockport residents may struggle to save enough for retirement. A retirement planner could provide guidance on how to maximize retirement savings, such as contributing to a 401(k) or IRA. Additionally, they could offer advice on how to invest those savings to ensure they grow over time. Given the economic challenges faced by the Lockport community, a retirement planner could also help residents navigate Social Security benefits and other government programs that could provide additional income in retirement. By working with a retirement planner, Lockport residents could feel more confident in their ability to retire comfortably, even in the face of economic uncertainty.

Financial Advisor

Residents of Lockport, NY can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. Lockport has a significant population of older adults, with a median age of 42.5 years. A financial advisor can help these individuals plan for their retirement by creating a comprehensive plan that takes into account their current financial situation, future goals, and risk tolerance. Additionally, Lockport is a city that relies heavily on manufacturing and agriculture, which can be volatile industries. A financial advisor can help residents navigate the ups and downs of these industries by creating a diversified investment portfolio that includes a mix of stocks, bonds, and other assets. Finally, many Lockport residents may be struggling with debt or other financial challenges. A financial advisor can provide guidance on budgeting, debt management, and other strategies to help individuals get back on track and achieve their financial goals.

Mortgage Loan Officer

Residents of Lockport, NY can benefit from the services of a mortgage loan officer in numerous ways. With the city's population of over 20,000, many residents may be looking to purchase their first home or upgrade to a larger one. A mortgage loan officer can assist in finding the best loan options and interest rates, as well as help navigate the complicated process of obtaining a mortgage. Additionally, Lockport, NY is known for its historic architecture, with many homes dating back to the 19th century. A mortgage loan officer with knowledge of historic home renovation loans and programs can be invaluable to those looking to restore and preserve these unique properties. Furthermore, the city has seen a recent influx of young professionals and families, attracted by the area's affordable housing and proximity to Buffalo. A mortgage loan officer can help these newcomers navigate the local real estate market and secure financing for their dream home in Lockport, NY.

Tax Services

Residents of Lockport, NY can benefit from the expertise of a tax advisor in several ways. Firstly, Lockport is a city with a diverse economy, ranging from manufacturing to healthcare. A tax advisor can help individuals navigate the tax implications of their specific industry, ensuring they are maximizing their deductions and minimizing their liability. Additionally, Lockport is home to many small businesses, and a tax advisor can assist with the complexities of payroll taxes, sales taxes, and other business-related taxes. Furthermore, Lockport has a large retired population, and a tax advisor can provide guidance on retirement account withdrawals, Social Security benefits, and estate planning. With the ever-changing tax laws and regulations, a tax advisor can provide invaluable knowledge and peace of mind to the residents of Lockport, NY.

Estate Planning Lawyer

Residents of Lockport, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that takes into account the unique circumstances of the individual. This is particularly important in Lockport, NY, where the population is aging rapidly, with a median age of 43.7 years. Secondly, an estate planning lawyer can help residents navigate the complex laws and regulations surrounding estate planning, including probate and tax laws. This is especially important in Lockport, NY, where the local economy is heavily reliant on small businesses, many of which are family-owned and operated. An estate planning lawyer can help these businesses plan for the future and ensure that their assets are protected and passed down to future generations. Finally, an estate planning lawyer can assist residents in creating a plan for long-term care, which is particularly important in Lockport, NY, where the cost of healthcare is high and many residents may require long-term care in the future.

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