Financial advisors in Orchard Park, NY

101 match · page 1 of 4

Bryan Castro
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Chelsea Makowski
Financial advisor at Senior Financial and Realty Assoc.
Senior Financial and Realty Assoc. · $40.7M AUM
CFP®VerifiedFinancial planning
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Christina Michalczak
Financial advisor at Waterford Advisors, LLC
Waterford Advisors, LLC · $399.1M AUM
CFP®VerifiedFinancial planning
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Christine Papelian
Financial advisor at Illumination Wealth Management
Illumination Wealth Management · $471.1M AUM
CFP®VerifiedFinancial planning
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Craig Clark
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Daniel Byles-Smith
Financial advisor at Waterford Advisors, LLC
Waterford Advisors, LLC · $399.1M AUM
CFP®VerifiedFinancial planning
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Douglas Druzbik
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Evan Wardner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Frank Antonucci
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Glenn Shaikun
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Gregory Kozerski
Financial advisor at Waterford Advisors, LLC
Waterford Advisors, LLC · $399.1M AUM
CFP®VerifiedFinancial planning
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John Birkby
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Jonathan Petrie
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Katie Weibel
Financial advisor at Silver Grove Advisory Services
Silver Grove Advisory Services · $453.6M AUM
CFP®VerifiedFinancial planning
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Michael Harmer
Financial advisor at Waterford Advisors, LLC
Waterford Advisors, LLC · $399.1M AUM
CFP®VerifiedFinancial planning
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Michael Muffoletto
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Paul Coleman
Financial advisor at Free Time Financial LLC
Free Time Financial LLC · $9.9M AUM
CFP®VerifiedFinancial planning
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Ryan Dipasquale
Financial advisor at Waterford Advisors, LLC
Waterford Advisors, LLC · $399.1M AUM
CFP®VerifiedFinancial planning
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Ryan Smith
Financial advisor at Waterford Advisors, LLC
Waterford Advisors, LLC · $399.1M AUM
CFP®VerifiedFinancial planning
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Samantha Thomas
Financial advisor at Waterford Advisors, LLC
Waterford Advisors, LLC · $399.1M AUM
CFP®VerifiedFinancial planning
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Thomas Robertson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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A. Schaefer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Aidan Cloherty
Financial advisor at Farrell Financial
Farrell Financial · $200.6M AUM
VerifiedFinancial planning
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Alex Dorofy
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Alexander Zdrowak
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
VerifiedFinancial planning
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Andrew Adelman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Andrew Piatek
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Annette Olday
Financial advisor at Silver Grove Advisory Services
Silver Grove Advisory Services · $453.6M AUM
VerifiedFinancial planning
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Beau Riggs
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Brett Moldenhauer
Financial advisor at Commonwealth Financial Network
Merit Financial Advisors · $23.88B AUM
VerifiedFinancial planning
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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 Orchard Park, 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 Orchard Park, NY.

How this list works

Before you hire an advisor in Orchard Park, NY