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Financial Advisors in West Seneca, New York (Erie County)

Fred Fadel CFP - Willink Asset Management
7 miles from West Seneca, NY
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Willink Asset Managment LLC is a fee only registered investment advisor. Financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our r... See More

Highlights: CFP ®, Investment Services, Passive Investment Strategies, Fee Only, Comprehensive Financial Planning, Independent Investment Advisor, Stocks, Fiduciary, Investment Consulting, ETFs, Investment Policy Statements, 403B Plans, Sustainability, Certified Financial Planner, 401K Consulting, Wealth Management, Socially Responsible Investments, Mutual Funds, Retirement Planning
Angelucci Wealth Management, LLC
8 miles from West Seneca, NY
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Michael Angelucci, CFP, MBA
Angelucci Wealth Management, LLC is a full service financial planning firm that is dedicated to helping clients solve their financial problems and manage their financial future. AWM believes that understanding a clients li... See More

Michael G. Minter
9 miles from West Seneca, NY

Looking for a Qualified Independent Financial Adviser? Recognized as a Five Star Wealth Manager for the Buffalo community. Mintco Financial invests a majority of its time assisting individuals, families, business owners, and organizations with their... See More

Highlights: Disability Income & Long Term Care Insurance, Independent Investment Advisor, Estate Planning, Legacy Planning, College Planning, Investment Services, Fiduciary, Annuities & Life Insurance, Retirement Planning, IRA, Asset Protection, Pension Plan Design & Management, 401K Consulting, Wealth Management, Comprehensive Financial Planning, Professional Wealth Management, Business Planning
Raimond Wealth Management LLC
12 miles from West Seneca, NY

Joseph Raimond, BS, CFP, MS

Pavlo Huda - PG Capital Management Group
28 miles from West Seneca, NY
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PG Capital Management Group is an independent private wealth advisory firm dedicated to working with individuals, families, and small businesses. We strive to create strategies and solutions that would fit your personal financial goals by focusing on... See More

Highlights: Retirement Income Planning, Fee-Only, Passive Investment Strategies, Registered Investment Advisor, IRA, Investment Consulting, Debt Management, Comprehensive Financial Planning, Young Investors, Advisory And Investment Management, Stocks, Corporate Bonds, Investment Management, ETFs, Retirement Planning, Special Needs Planning, Rollover Of 401k Or IRA, Fee Only, Independent Investment Advisor
Apropos Financial Planning
56 miles from West Seneca, NY
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Kay Conheady, BA, BS, CFP
Apropos Financial Planning (www.AproposFP.com) is a fee-only, independent financial planning practice that seeks to deliver expert financial planning services and advice to people from all walks of life. We make our services... See More

Landmark Financial Advisory Services, LLC
63 miles from West Seneca, NY
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Timothy Hayes, CFP, MBA
Landmark Financial Advisory Services, LLC is a fee-only financial planning and investment advisory firm. Landmark specializes in providing fee-only financial planning services and investment advice to individuals and families ... See More

Rochester Financial Services
63 miles from West Seneca, NY

Jeffrey Feldman, CFP, PhD
Rochester Financial Services specializes in the active management of No-Load mutual fund portfolios. Current assets under management are over $80 million. I am a CFP licensed practitioner, a Registered Investment Advisor wit... See More

Forever Financial Advisors, LLC
69 miles from West Seneca, NY

Annie McQuilken, CFP, MS
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm in Fairport, NY. We provide comprehensive financial planning and investment management to individuals and small business owners. ... See More

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