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Find Top Financial Advisors in Hamburg, New York

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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 Hamburg, New York
Last Updated - 25-Nov-2022

Hamburg has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 5 non-vetted advisors in your local area. These financial advisors in Hamburg, New York have an average of 21 years of experience.

NOTE: The list of financial advisors in Hamburg, 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 Hamburg, New York.

Qualified Financial Advisors in Hamburg, New York
Financial Advisor Experience AUM Minimum Assets Fee Structure
Nicholas J Efthemis
CFP®, Chartered Retirement Plans Specialist (CRPS®)
EMERGENT WEALTH ADVISORS, LLC
5500 Main Street,
Suite 260,
Williamsville, NY 14221
21 $75,000,000 $100,000 Fee-Only

Information on Qualified Financial Advisors in Hamburg

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.


Top Financial Advisor Firms in Hamburg, New York (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
SAPERSTON LEGACY ADVISORS, INC.
172 Lake Street,
Hamburg, NY 14075
$60,861,738 113 A percentage of AUM

    List of Additional Advisors in Hamburg, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Davis Financial Services
    Inquire with Davis
    6091 South Park Avenue, Hamburg, NY  14075 716-649-3083
    Lisa Anderson
    Inquire with Lisa
    5469 Camp Rd, Hamburg, NY  14075 716-648-4918
    Edward Jones
    Inquire with Edward
    3040 Amsdell Rd, Suite 207C, Hamburg, NY  14075 716-422-9048
    Edward Jones
    Inquire with Edward
    3040 Amsdell Rd, Suite 207C, Hamburg, NY  14075 716-422-9048
    Edward Jones - Financial Advisor: Sonja J Jensen-Schell, AAMS
    Inquire with Edward
    229 Lake St, Hamburg, NY  14075 716-649-6150
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      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?.

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      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?