Clarence Center, NY
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Find Top Financial Advisors in Clarence Center, 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.

Finding the Top Financial Advisor in Clarence Center, New York

Last Updated - May 13, 2024

Clarence Center has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Clarence Center, New York have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Clarence Center, New York mentioned below does 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 Clarence Center, New York.

Qualified Financial Advisors in Clarence Center, 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 Years $75,000,000 $100,000 Fee-Only
Snowden Lane Partners
CFP®, CRPC®, CPFA
6400 Sheridan Drive,
Ste. 220,
Williamsville, NY 14221
40 Years $11,500,000,000 $250,000 Fee-Based
Ted Borowiak
CFP®
EDELMAN FINANCIAL ENGINES, LLC
6500 Sheridan Drive, Suite 110,
Amherst, NY 14221
14 Years Not Specified Not Specified Fee-Based
Allworth Financial
20 Wildbriar Road Suite E,
Rochester, NY 14623
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Richard Dougherty
CFP®, AIF®
ECHELON WEALTH ADVISORS, LLC
1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534
12 Years $137,000,000 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Clarence Center, New York

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.

About Emergent Wealth Advisors, LLC

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.


Qualifications CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 6400 Sheridan Drive,
Ste. 220,
Williamsville,
NY
14221
Phone Number 716-221-3321

Our investment philosophy and approach consists of a disciplined process and planning. Our most deeply held principle is loyalty to our clients. Our group is built on a strong commitment to client service and personalized attention based on an understanding of each client's financial goals. We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Our commitment to exceptional service and personalized advice guides everything that we do.

About Snowden Lane Partners

Snowden Lane Partners

Snowden Lane Partners is an independent, selective wealth management firm, dedicated to providing client focused advice in a goals-driven culture. As independent wealth advisors, we are free to act in the best interest of our clients. Snowden Lane was founded to create a place of higher ideals; a place where the client's interests Comes First. The leadership team has over 125 years of experience from the worlds largest wealth management firms and founded Snowden Lane Partners. Our Chairman, Lyle LaMothe, was Head of Merrill Lynch's US Wealth Management. Rob Mooney, Managing Partner, and CEO was Head of Risk Management and General Counsel for Merrill Lynch Global Wealth Management. Greg Franks, Managing Partner, and President was a former Division Director for Merrill Lynch's US Wealth Management. With 14 offices Nationwide - California, New York, Connecticut, Maryland, Texas, Florida, Pennsylvania, New Hampshire and Colorado. Snowden Lane has a growing national and overseas footprint with over $ 11 billion in client assets. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing it as one of the top independent RIA firms in the U.S. The firm was also included in the Barron's Top 100 RIA Firms ranking, from 2020 -2023 .

Advisory Services Provided:

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


Qualifications CRD# 5942209
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6500 Sheridan Drive, Suite 110,
Amherst,
NY
14221
Phone Number 716-935-6642

I feel fortunate to work with my clients, and I am dedicated to providing education and information to encourage confidence and clarity when it comes to their financial decisions. In my free time, I help my wife raise our son and twin daughters. I give back to my community through my work with the East Aurora Rotary Club, The 21st Century Fund and the Financial Planning Association of Western New York .

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 20 Wildbriar Road Suite E,
Rochester,
NY
14623
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5271824
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets


Office Location 1159 Pittsford Victor Rd,
Ste 220,
Pittsford,
NY
14534
Phone Number 585-381-1861

Richard A. Dougherty, CFP®, AIF® President Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC. After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications. Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary. When he's not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.

About Echelon Wealth Advisors, LLC

Echelon Wealth Advisors, LLC

At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Frequently Asked Questions

You can utilize our New York advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer.

The qualifications that you should look for in a financial advisor are years of relevant experience in providing advisory services to people in New York and also ensure that he has the necessary licenses and registrations with reputable regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use BrokerCheck to evaluate a financial advisor's credentials.

The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based ( fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.

Financial advisors in New York offer a wide range of financial services to help individuals manage their finances. Some of the common services include investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and insurance planning. Financial advisors also provide advice on managing debt, creating and maintaining a budget, and setting financial goals. Learn more about who financial advisors are and what they do.

The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.

Yes, many financial advisors in New York are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.

How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough.Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

There are multiple benefits to hiring a financial advisor in New York. Financial advisors are finance professionals that help you by providing you with professional guidance and strategy to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, read about the benefits of working with a financial advisor.

When choosing a financial advisor in New York, it's important to do some initial research. You need to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.) education, and method of compensation,and ensure that he adheres to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor through the registration status at the Financial Industry Regulatory Authority's (FINRA) BrokerCheck website. Use this guide to know how to use BrokerCheck on FINRA to research an advisor. To learn more, read the guide on choosing the best financial advisor.

New York has a variety of different types of financial advisors to meet diverse needs including:

Investment advisors and portfolio managers: Specialize in managing investment portfolios and providing personalized advice.

Wealth managers: Provide financial services, including investment management, estate planning, and tax strategies.

Financial planners: Address financial areas like budgeting, saving, and goal planning.

Retirement planners: Focus on helping individuals plan for their retirement years.

Robo-advisors: Leverage technology to provide automated investment solutions.

To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.