Financial advisors in West Seneca, NY

36 match · page 1 of 2

Bryan Staniszewski
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Jeffrey Haxton
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
CFP®VerifiedFinancial planning
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Jennifer Jurek
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
CFP®VerifiedFinancial planning
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Matthew McAnulty
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
CFP®VerifiedFinancial planning
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Vincent Scarsella
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
CFP®VerifiedFinancial planning
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Brian Clouden
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
VerifiedFinancial planning
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Brian Pirritano
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Caitlin Derose
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Carol Ward
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Charles Stephan
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Daniel Nagy
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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David Bilski
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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David Eno
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Diane Bookhagen
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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George Gable
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Hayden Mumbach
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jacob Kantor
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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James Orzech
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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John Clouden
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
VerifiedFinancial planning
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John Jesonowski
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Joseph Loschiavo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Joseph Mitchell
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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Lawrence Kavanaugh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Linda Suchocki
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Mark Klocke
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Matthew Clouden
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Matthew Scheff
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Patrick Sgroi
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
VerifiedFinancial planning
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Paul Hutchings
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
VerifiedFinancial planning
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Peter Johnson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 West Seneca, 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 West Seneca, NY.

How this list works

Before you hire an advisor in West Seneca, NY