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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
East Amherst
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
1
non-vetted advisors in your local area. These financial advisors in
East Amherst, New York
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
East Amherst, New York
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
East Amherst, New York.
| Qualified Financial Advisors in East Amherst, New York | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Nicholas J Efthemis
CFP®, CRPS® EMERGENT WEALTH ADVISORS, LLC 5500 Main Street, Suite 260, Williamsville, NY 14221 |
21 | $75,000,000 | $100,000 | Fee-Only |
Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
5500 Main Street,
Suite 260,
Williamsville,
NY
14221
Phone Number
716-828-8390
What do you most enjoy about your work? I most enjoy that the work I do has such a real and profound impact on our clients. I get to help people feel confident about their future and live fuller, less stressful lives. As a CERTIFIED FINANCIAL PLANNER™ ( CFP ®), Nick is a recognized leader in helping clients align their finances with their life goals through modern wealth management. His experience spans well over two decades and his expertise in retirement, investment and comprehensive planning solutions help ensure clients get the clarity, advice and support they need to make the most of their wealth. His deep expertise combined with a truly personable approach is what sets Nick apart from a typical financial advisor. Nick believes that money is an important tool, and that modern wealth management is about aligning your resources and behavior with your goals. He serves as a trusted advisor who understands, cares about and is committed to helping you achieve the goals, experiences and outcomes that matter most to you. Nick is an active member of the community and associates with the SPCA and Humane Society. When he's not serving clients or his community, Nick enjoys quality downtime with his family, as well as hiking, fishing, and local theater.
Over the years we have found that when people come to us they are looking for far more than financial planning and investment management. People call on us when they have questions and are looking for answers. They seek us out when they have complexity yet yearn for simplicity. And, perhaps most of all, people come to us to turn their uncertainty into the clarity they need to manage their financial life with confidence. Upon working with us, our clients feel informed and empowered, they have transformed their reluctance into results and they experience service that exceeds their expectations. We have three core beliefs that serve as the bedrock of our work: Lead with advice One size does not fit all Expertise matters Our client-focused, time-tested approach delivers customized and comprehensive wealth planning seamlessly integrated with expert investment management and a boutique style that harkens to the days when everything was hand-crafted. If you are looking for a more modern approach to wealth management, we invite you to learn more. If you are ready to tart a conversation, let's talk.
Top Financial Advisor Firms in East Amherst, New York (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| HARVEST CAPITAL ASSETS, LLC
5 Offshore Dr , #208, East Amherst, NY 14051 |
$54,940,000 | 322 |
A percentage of AUM Other (SUB ADVISORY) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Allstate Personal Financial Representative: Lisa Gray Inquire with Allstate |
8770 Transit Rd, East Amherst, NY 14051 | 716-689-1691 |
Grow your AUM with pre-qualified leads!
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