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Find Retirement Advisors for Retirement Planning in Buffalo, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Buffalo, New York
Last Updated - April 18, 2024Buffalo has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Buffalo, New York have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Buffalo, New York
VERIFIEDNicholas J Efthemis
CFP®, CRPS®
Emergent Wealth Advisors, LLC
Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDSnowden Lane Partners
CFP®, CRPC®, CPFA
Qualifications
CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDRichard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 13 Retirement Planning firms in Buffalo, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WNY ASSET MANAGEMENT, LLC 6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221 | $1,106,305,725 | 6476 | 31 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC 305 Spindrift Drive, Williamsville, NY, 14221 | $838,414,200 | 5408 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | DOPKINS WEALTH MANAGEMENT, LLC 200 International Drive, Williamsville, NY, 14221 | $538,997,274 | 592 | 6 | A Percentage of AUM, Fixed Fees |
| 4 | NORTHCAPE WEALTH MANAGEMENT 6565 Main Street, Williamsville, NY, 14221 | $492,814,566 | 1330 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | OGOREK WEALTH MANAGEMENT, LLC Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132 Williamsville, NY, 14221-4842 | $411,909,796 | 198 | 8 | A Percentage of AUM, Fixed Fees |
| 6 | MEMBERS ADVISORY GROUP, LLC 6750 Main Street, Williamsville, NY, 14221 | $312,581,268 | 1198 | 6 | A Percentage of AUM |
| 7 | EMERGENT WEALTH ADVISORS, LLC 5500 Main Street, Suite 260, Williamsville, NY, 14221 | $142,699,557 | 824 | 6 | A Percentage of AUM, Fixed Fees |
| 8 | FLORIAN FINANCIAL GROUP LLC 1825 Maple Road, Suite 240 Williamsville, NY, 14221 | $124,699,754 | 729 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | AMAZZ INVESTMENT MANAGEMENT, INC. 5214 Main Street #200, Williamsville, NY, 14221 | $87,448,238 | 119 | 1 | A Percentage of AUM, Fixed Fees |
| 10 | CAMBRIDGE ADVISORS, LLC 6225 Sheridan Drive Suite 102, Williamsville, NY, 14221-5806 | $50,962,503 | 252 | 1 | A Percentage of AUM, Fixed Fees |
| 11 | BUFFALO FIRST WEALTH MANAGEMENT, LLC 7606 Transit Rd, Suite 100, Williamsville, NY, 14221 | $46,951,918 | 414 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | SHIELD WEALTH ADVISORS 2809 Wehrle Drive, Suite 9 Williamsville, NY, 14221 | $45,688,569 | 227 | 3 | A Percentage of AUM, Hourly charges |
| 13 | LINCOLN SPARROW ADVISORS, LLC 5920 Main Street, Suite 200 Williamsville, NY, 14221 | $39,461,865 | 172 | 3 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Buffalo, New York
QualificationsFirm CRD# 153872
Assets Under Management $1,106,305,725
No. Of Clients6476
Clients Per Financial Advisor209
WNY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6476 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 144733
Assets Under Management $838,414,200
No. Of Clients5408
Clients Per Financial Advisor300
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $838M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5408 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 124209
Assets Under Management $538,997,274
No. Of Clients592
Clients Per Financial Advisor99
DOPKINS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $539M assets under management, the firm specializes in crafting personalized retirement planning solutions for 592 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 312350
Assets Under Management $492,814,566
No. Of Clients1330
Clients Per Financial Advisor222
NORTHCAPE WEALTH MANAGEMENT is a financial advisory firm situated in Williamsville, New York. With a nearly $493M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1330 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105707
Assets Under Management $411,909,796
No. Of Clients198
Clients Per Financial Advisor25
OGOREK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $412M assets under management, the firm specializes in crafting personalized retirement planning solutions for 198 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 153723
Assets Under Management $312,581,268
No. Of Clients1198
Clients Per Financial Advisor200
MEMBERS ADVISORY GROUP, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1198 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 174845
Assets Under Management $142,699,557
No. Of Clients824
Clients Per Financial Advisor137
EMERGENT WEALTH ADVISORS, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 824 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 123869
Assets Under Management $124,699,754
No. Of Clients729
Clients Per Financial Advisor146
FLORIAN FINANCIAL GROUP LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 729 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 126545
Assets Under Management $87,448,238
No. Of Clients119
Clients Per Financial Advisor119
AMAZZ INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Williamsville, New York. With a nearly $87M assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 158928
Assets Under Management $50,962,503
No. Of Clients252
Clients Per Financial Advisor252
CAMBRIDGE ADVISORS, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 252 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 168937
Assets Under Management $46,951,918
No. Of Clients414
Clients Per Financial Advisor104
BUFFALO FIRST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $47M assets under management, the firm specializes in crafting personalized retirement planning solutions for 414 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 309538
Assets Under Management $45,688,569
No. Of Clients227
Clients Per Financial Advisor76
SHIELD WEALTH ADVISORS is a financial advisory firm situated in Williamsville, New York. With a nearly $46M assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 167632
Assets Under Management $39,461,865
No. Of Clients172
Clients Per Financial Advisor57
LINCOLN SPARROW ADVISORS, LLC is a financial advisory firm situated in Williamsville, New York. With a nearly $39M assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Buffalo, New York
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Looking for more choices? Use our free match service to compare retirement planners serving your area.