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L&M Wealth Management
- Account
“I recently closed out the last of the account to consolidate it with some others, and Julie and her team were so helpful, and followed up with all the details very quickly.”
Best Financial Advisors in Amherst, NY
24 firms listed · 10 in Amherst · 1 open 24/7 · 3 open weekends · 15 rated 4.5+
Data verified October 21, 2026
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The ZLC Group, Cpa's
- Team
“I'll been using the services of the people, today at the group, since 2011, they are always on top of dates and date lines, happy to recommend them , my two oldest children already using there services .”
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Spectrum Wealth Management
“Great financial planner”
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HD Financial Specialists
- Goals
- Small Business
- Taxes
“He helped walk me through several major business transitions, held my hand and stayed on top of me to be sure that I finished things in a timely manner.”
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Moshides Financial Group
“Great place to put your money....”
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Level Financial Advisors
“We have been working with Level for several years and would highly recommend them.”
The 24 firms listed for Amherst, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Amherst, NY
Of the 24 firms we list here, 10 are in Amherst itself and 14 come from towns including Buffalo (6, 9 mi), East Amherst (3, 1 mi) and Williamsville (3, 4 mi). 18 of the firms on this page have a rating, from 4.0 to 5.0 across 217 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (88%) and quality (71%). 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are comprehensive financial planning (2), investment management (2), our location (2) and tell a friend (2). 3 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers urgent consultations; 4 are family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Amherst take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Wilcox Financial Group
“I recommend to my family and friends looking for financial guidance.”
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Di Giacomo Financial
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Wealth Management Services
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J&S Private Wealth Management
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Nottingham Advisors
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Progressive Planning Services
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Pathway Partners Wealth Advisors
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Buffalo Financial
- The Office
- Team
- Knowledge
“I was a bit confused about my retirement path/accounts and they answered all my questions thoroughly and put me on a path that I am incredibly happy with.”
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Dopkins & Co
“No talk”
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Lumsden McCormick CPA
- Fee
- Relationship
- Individuals
“Their services encompass a range of areas such as tax-minimizing strategies, proactive business planning, financial services, forensic accounting specializing in the valuation of closely held businesses, litigation support, and nonprofit technology s...”
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Abaya Wealth Management
- Retirement Planning
- Savings
- Needs
“My husband and I were thinking about buying a house and she walked us through the pros and cons and how it would impact our current financial well-being.”
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Georgetown Lawley Group
“For any of your investment-retirement needs.”
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SC Parker
“Highly recommend to those looking for financial consultation & people wanting to start investing as well.”
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Countryside Financial
- Decisions
- Questions
- Financial Advisor
“She actively listens to you, makes suggestions as to course(s) of action, indicates the best course of action given your assets: and looks to you to verify what you feel comfortable doing.”
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Kenneth M. Weinstein, Cpa, CFP
“He has not only took me as a client but took me under his wings to help me get everything from POS systems to transportation, talked to the SBA team on behalf of me to everything I needed to get the business started.”
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Note Advisors
- Goals
- Team
“I worked with her for 6 months of Wealth Coaching, and I was blown away by the depth of insight and tools for exploration she provided to help me understand my relationship with money.”
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Buffalo First Wealth Management
“He took the time on a holiday to meet with me in person and to thoroughly understand my financial situation and long-term goals, and then developed a comprehensive strategy to help me achieve them.”
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Future Gen Wealth Management
“Great platform for young professionals.”
Retirement Planning and Investment Management Services in Amherst, NY Cost Estimates
Minimum cost
$1190
Maximum cost
$10111
National Average
$3569
Avg Per Hour Rates
$357
$2379
$6542
Typical price range is based on 370 cost profiles
Why these companies made our list
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