Financial advisors in West Seneca, NY

25 match

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
View page Check on SEC IAPD ↗
Jennifer Jurek
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew McAnulty
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vincent Scarsella
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Clouden
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Pirritano
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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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 Eno
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Hayden Mumbach
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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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
View page Check on SEC IAPD ↗
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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Lawrence Kavanaugh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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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
View page Check on SEC IAPD ↗
Sandra Turchiarelli
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn McLaughlin
Financial advisor at Sgroi Wealth Advisory Group LLC
Sgroi Wealth Advisory Group LLC · $1.36B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Summer McKellar
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Thomas Schultz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Wagner
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B 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 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