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Find Top Financial Advisors in Grand Island, New York

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Grand Island, New York. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Grand Island

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Grand Island, New York
Financial Advisor Office Location Phone Number
Ted Borowiak
Edelman Financial Engines, LLC
1715 Niagara Falls Blvd Suite 300,
Amherst, NY  14228
(716) 935-6642
Nicholas J Efthemis
Emergent Wealth Advisors, LLC
5500 Main Street,
Williamsville, NY  14221
(716) 828-8390
John McCauley
Silver Grove Financial Group Inc
4201 North Buffalo Road,
Orchard Park, NY  14127
(716) 800-4291
Ted Borowiak
Edelman Financial Engines, LLC
240 Redtail Rd, Suite #11B,
Orchard Park, NY  14127
(716) 935-6642

Information on Qualified Financial Advisors in Grand Island

Qualifications CRD# 5942209
FirmCRD# 104510
Series 66


Office Location 1715 Niagara Falls Blvd Suite 300,
Amherst,
NY 
14228
Phone Number (716) 9356642

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

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2821400
FirmCRD# 6363
Series 7, 65, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 5500 Main Street,
Suite 260,
Williamsville,
NY 
14221
Phone Number (716) 8288390

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 hes 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 start a conversation, let's talk.



Qualifications CRD# 6092880
FirmCRD# 287512
Series 7, 66

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


Office Location 4201 North Buffalo Road,
Orchard Park,
NY 
14127
Phone Number (716) 8004291

Jack is deeply interested in leadership development and he's very involved with leadership programs in a number of city and state level organizations: Vice President of the NY State Junior Chamber of Commerce President of the Board for the Buffalo Junior Chamber of Commerce Leadership Fellow for the Junior Chamber International (JCI) Class Chair and Graduate of 2018 Rising Leaders through Leadership Buffalo Jack Sits on the board of directors for the Junior Achievement of WNY (Jaycees), where he also teaches classes on how to understand and handle money. He delivers these classes to children ranging from first graders thru seniors. Jack's passion is helping create positive change for the leaders of today and tomorrow. Jack's ideal client is curious and loves to learn why things work the way they work. This client is engaged with their financial future, has (or wants) a basis of knowledge of how things work in the financial industry, and is looking for a knowledgeable advisor who can provide the next piece of the puzzle when the time comes. Jack currently lives in Buffalo, NY, with his wife, Stefanie, and a new addition to the family - a boxer puppy named Tiki. Contact Jack: jmccauley@silvergrovegroup.com or (716) 800-4291 x 205

About Silver Grove Financial Group Inc

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Thats where Silver Grove Financial Group, Inc. comes in. Silver Grove Financial Group, Inc. is an independent financial consulting firm. Our corporate headquarters is located in historic Orchard Park, New York, with affiliated offices in Williamsville, New York. Our team of professionals are affiliated with LPL Financial. Our partnership with LPL Financial, the nations largest independent broker dealer (as reported in Financial Planning Magazine, June 1996-2017, based on total revenue), offers us freedom of product choice, personal and dedicated client service, comprehensive compliance services and technology capabilities. Our Mission is also what makes us different. We run our business on the premise of educating our clients on different financial products and services, all from an objective and independent viewpoint. Whether you have significant assets to manageor if you are just starting to accumulate wealth, or wish to protect your familywe have the tools and background to provide the services that may fit your needs. For more information about our firm and services, please call. We would enjoy learning more about your goals and dreams.



Qualifications CRD# 5942209
FirmCRD# 104510
Series 66


Office Location 240 Redtail Rd, Suite #11B,
Orchard Park,
NY 
14127
Phone Number (716) 9356642

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

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?