Financial advisors in Williamsville, NY

66 match · page 1 of 3

Abbey Gwin
Financial advisor at Countryside Financial LLC
Countryside Financial LLC · $73.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Miller
Financial advisor at Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC · $1.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Baldi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Mancuso
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Ogorek
Financial advisor at Ogorek Wealth Management, LLC
Ogorek Wealth Management, LLC · $558.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Kelly
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Wells
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruno Lombardo
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Charles Hanny
Financial advisor at Emergent Wealth Advisors, LLC
Emergent Wealth Advisors, LLC · $249.1M AUM
CFP®VerifiedFinancial planning
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Christine Cisco
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Christopher Alderson
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Daniel Roblin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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David Ivancic
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Moore
Financial advisor at Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC · $1.54B AUM
CFP®VerifiedFinancial planning
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Debra Brown
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Dirk Rabenold
Financial advisor at Rabenold Advisors, Inc.
Rabenold Advisors, Inc. · $35.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Buckley
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elroy Goodyear
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erik O'neill
Financial advisor at Northcape Wealth Management
Northcape Wealth Management · $706.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eugene O'connor
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Harof
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Witten
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Harris
Financial advisor at Bentham Wealth Advisors
Bentham Wealth Advisors · $110.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Honaker
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Hahn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Viksjo
Financial advisor at Ogorek Wealth Management, LLC
Ogorek Wealth Management, LLC · $558.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joel Morawski
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Baldi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Downing
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Miskey
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®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 Williamsville, 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 Williamsville, NY.

How this list works

Before you hire an advisor in Williamsville, NY