Wealth Management in West Seneca, NY

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

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

West Seneca, NY Wealth Management Firms

generic_business-71
The Hansgen Mary Group - Morgan Stanley
Location 6532 E Quaker St, Orchard Park, NY 14127, USA
Phone (716) 667-5006
Directions
generic_business-71
Jeremy Evens
Location 1251 Union Rd, West Seneca, NY 14224, USA
Directions
generic_business-71
Asset Management Group, LLC
Location 1271 Harlem Rd # 2, Cheektowaga, NY 14206, USA
Phone (844) 211-6193
Directions
generic_business-71
Sgroi Financial LLC
5 out of 5
Location 965 Union Rd, West Seneca, NY 14224, USA
Phone (716) 674-6700
Directions
generic_business-71
Royal Financial Group
Location 1780 Union Rd # 2, West Seneca, NY 14224, USA
Phone (716) 656-7540
Directions
generic_business-71
C & M Capital Resources Inc
Location 3625 Seneca St, Buffalo, NY 14224, USA
Phone (716) 675-9407
Directions
generic_business-71
Northeast Retirement Plan Advisors
Location 950-A Union Rd Ste 31, West Seneca, NY 14224, USA
Phone (716) 674-6200
Directions
generic_business-71
Peter Johnson Financial Services
Location 231 Orchard Park Rd, West Seneca, NY 14224, USA
Phone (716) 712-0793
Directions
generic_business-71
Prudential Advisors
5 out of 5
Location 3085 Southwestern Blvd # 200, Orchard Park, NY 14127, USA
Phone (716) 608-6877
Directions
generic_business-71
Lifetime Wealth Management Group
Location 2562 Walden Ave # 101, Buffalo, NY 14225, USA
Phone (716) 651-0325
Directions
Wealth Management in West Seneca, NY

Where Wealth Management Advisors in West Seneca, NY Serve

West Seneca, NY is a vibrant community located in Erie County. It is home to a number of notable landmarks, including the Charles Burchfield Nature & Art Center, the Cazenovia Creek, and the West Seneca Veterans Memorial. The town is also known for its top employers, such as Mercy Hospital of Buffalo, Tops Friendly Markets, and the West Seneca Central School District. Major highways and streets in the area include the New York State Thruway, Route 400, and Union Road. West Seneca is comprised of several distinct neighborhoods, each with its own unique character and charm. From the bustling commercial district of Seneca Street to the quiet residential streets of Burchfield and Gardenville, there's something for everyone in this vibrant town.

Services Provided by Wealth Management Companies

Banks and Credit Unions

West Seneca, NY is a bustling suburb of Buffalo with a population of over 44,000 residents. A bank in this area can provide a range of services that can help residents in various ways. For instance, a bank can offer loans and mortgages to individuals looking to buy homes in the area. The bank can also provide financial advice to people who want to invest their money in the stock market or other ventures. Additionally, a bank can offer savings accounts, checking accounts, and other financial products to help people manage their money better. Furthermore, a bank can provide small business loans to entrepreneurs who want to start their own businesses in West Seneca, NY. With the help of a bank, residents of West Seneca, NY can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of West Seneca, NY can benefit greatly from the services of an insurance broker. With the town being located in Erie County, which is known for its harsh winters and frequent snowstorms, an insurance broker can help residents navigate the complexities of home insurance policies that cover damages caused by snowstorms and other natural disasters. Additionally, with the town being home to several small businesses, an insurance broker can assist business owners in finding the right coverage for their specific needs, such as liability insurance and workers' compensation. The broker can also help residents and business owners alike to find affordable health insurance plans, which can be especially important for those who may have pre-existing conditions or require specialized medical care. Overall, an insurance broker can provide invaluable assistance to the residents of West Seneca, NY in navigating the often-confusing world of insurance policies and finding the coverage that best meets their needs.

Retirement Planning

Residents of West Seneca, NY could greatly benefit from the services of a retirement planner. With a population of over 44,000, the town has a diverse group of individuals with varying financial situations and retirement goals. A retirement planner can assist with creating a personalized plan that takes into account the specific needs and desires of each individual. For example, with the town's close proximity to Buffalo, many residents may have worked for large corporations that offer pensions and 401(k) plans. A retirement planner can help navigate the complexities of these plans and ensure that individuals are maximizing their benefits. Additionally, with a median age of 44, many residents may be approaching retirement age and need guidance on when to start taking Social Security benefits and how to make their savings last throughout retirement. A retirement planner can provide expertise on these topics and help individuals feel confident in their financial future.

Financial Advisor

Residents of West Seneca, NY can greatly benefit from the services of a financial advisor. With a population of over 44,000 people, the town is home to a diverse community, including many families and retirees. A financial advisor can offer guidance on a wide range of financial matters, such as retirement planning, investment strategies, and debt management. In a town where the median household income is $64,000 and the average home value is $155,000, a financial advisor can help families and individuals make the most of their money. Additionally, with a significant number of residents employed in the healthcare and education industries, a financial advisor can offer specialized advice on topics such as 403(b) retirement plans and student loan repayment options. Overall, a financial advisor can provide the residents of West Seneca with the tools and knowledge they need to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of West Seneca, NY can benefit from the assistance of a mortgage loan officer in several ways. For instance, the loan officer can help residents navigate the complex and ever-changing mortgage market, ensuring that they secure the best possible loan terms and interest rates. Additionally, the loan officer can provide residents with expert advice on how to improve their credit scores and maximize their chances of approval. Moreover, given that West Seneca is a suburban town with a high homeownership rate, the loan officer can help residents explore various mortgage options, including conventional, FHA, and VA loans, to find the most suitable one for their needs. Overall, the expertise and guidance of a mortgage loan officer can be invaluable to West Seneca residents looking to purchase or refinance a home.

Tax Services

Residents of West Seneca, NY could greatly benefit from the assistance of a tax advisor in a number of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to the state of New York. Additionally, they could help residents take advantage of tax breaks and credits that are available to them. In particular, residents of West Seneca, NY may be eligible for certain tax credits related to home improvements or energy-efficient upgrades, which could help them save money on their taxes. Furthermore, a tax advisor could provide guidance on how to properly report income from rental properties, which is a common source of income for residents in this area. With the help of a tax advisor, residents of West Seneca, NY can ensure that they are fully compliant with all tax laws and regulations, while also maximizing their tax savings.

Estate Planning Lawyer

Residents of West Seneca, NY can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families navigate the complex legal landscape surrounding wills, trusts, and other estate planning tools. One specific way that residents of West Seneca may benefit from an estate planning lawyer is by ensuring that their assets are distributed in accordance with their wishes after they pass away. This is particularly important in a community like West Seneca, which has a diverse population with a wide range of cultural and religious traditions. An estate planning lawyer can help residents create a plan that reflects their unique values and beliefs, while also ensuring that their loved ones are taken care of after they are gone. Additionally, an estate planning lawyer can help residents protect their assets from creditors and other potential threats, ensuring that they are able to pass on their wealth to future generations.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs