WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lockport, 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.
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 Lockport, New York|
|Financial Advisor||Office Location||Phone Number|
RICP®, ChFC®, CLU®, AIF®, CFP®
CenterBridge Planning Group
126 Professional Parkway,
Lockport, NY 14094
|Nicholas J Efthemis
CERTIFIED FINANCIAL PLANNER™ Certificant, CRPS®
Emergent Wealth Advisors, LLC
5500 Main Street,
Williamsville, NY 14221
Series 7, 63, 65
Fee-Based, Based on Assets, Commissions
126 Professional Parkway,
NY 14094 Phone Number 716-626-7060
Jeff's practice focuses on working with individuals, families, and group retirement plans. He brings a wealth of knowledge to CenterBridge Planning Group, especially to their business owner and corporate clients. Jeffs background and training enable him to help his clients pursue their long-term financial goals through comprehensive individualized financial planning. His client-focused approach ensures that his recommended programs encompass each clients financial goals, timeframe, and risk tolerance. He is dedicated to providing high-quality advice and integrated wealth management strategies to help simplify and enhance the quality of his clients lives. One of Jeffs favorite topics is investment analysis. As a life-long investor, he works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college savings and succession planning. Jeff graduated from the University of Buffalo in 2003 with a bachelors degree in Business Finance. Upon graduating from college Jeffrey began his financial advisor career with AXA Advisors and in 2010, became certified as a Retirement Planning Specialist through the Wharton School of Finance. In 2015 he received one of the industrys most coveted certifications, CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), which confirms he has met the rigorous experience and ethical requirements of the CFP Board.
CenterBridge Planning Group is an independent financial planning and investment management firm that specializes in retirement planning. Based in Upstate NY with offices in Syracuse and Buffalo and clients across the country, our depth of knowledge allows us to be your financial problem solvers. Jeffrey McCabe is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Jeffrey McCabe is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Jeffrey McCabe is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Jeffrey McCabe is required to act in a fiduciary capacity.More information is available in Commonwealth’s Form CRS.
Series 7, 65, 66
Fee Only, Based on Assets, Flat Fee
5500 Main Street,
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 hes 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 start a conversation, let's talk.
* Additional advisor listing is provided in partnership with Yext
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?