Financial advisors in Clarence, NY

20 match

Dustin Emerling
Financial advisor at Lasalle St. Investment Advisors, L.l.c.
Lasalle St. Investment Advisors, L.l.c. · $5.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Katz
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Cohen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jayce Wallace
Financial advisor at Lasalle St. Investment Advisors, L.l.c.
Lasalle St. Investment Advisors, L.l.c. · $5.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Klein
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Johnson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Cohen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Liddell
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tracy Sherwood
Financial advisor at Sherwood Financial Management
Sherwood Financial Management · $23.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Scheff
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christina Norman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Ghirsig
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dawn Maher
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Amoia
Financial advisor at Tritonpoint Partners, LLC
Tritonpoint Partners, LLC · $286.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura O'geen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc Pearlman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Krajna
Financial advisor at Alpine Advisory Partners, LLC
Alpine Advisory Partners, LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Kaminska
Financial advisor at Lasalle St. Investment Advisors, L.l.c.
Lasalle St. Investment Advisors, L.l.c. · $5.74B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Hatten
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stefan Astheimer
Financial advisor at Pmc Wealth, LLC
Pmc Wealth, LLC · $280K AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Clarence, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Clarence, NY.

How this list works

Before you hire an advisor in Clarence, NY