Best Financial Advisors in Amherst, NY

The highest-rated Financial Planning & Wealth Management firms out of 296 vetted & reviewed in the Amherst area.

Moshides Financial Group

Moshides Financial Group

Best of 2023
(2)
“Best customer service and investment advisory information.”
In Business Since 2002
65 Bryant Woods S, Amherst, NY
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L&M Wealth Management

L&M Wealth Management

(6)
Faqs, Links and Forms
“Absolutely amazing to work with.”
Family Business
In Business Since 2001
Licensed, BBB Accredited
3820 Sheridan Dr, Amherst, NY
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EG Tax

EG Tax

(18)
  • Tax Preparer
“The tax service that my husband and I previously used was down-sizing and we found ourselves without anyone to file for us right as tax season was upon us--a tax season with a lot of changes involved in it.”
In Business Since 1998
Remote Consultations Available
Serving Amherst Area
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Kenneth M. Weinstein, Cpa, CFP

Kenneth M. Weinstein, Cpa, CFP

(18)
Plan For Your Long-Term Security. , Start or Acquire a Business., Develop estate Planning
“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.”
In Business Since 1977
Accepts All Major Credit Cards
Serving Amherst Area
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Frank Cornell Associates

Frank Cornell Associates

(6)
Cornell Financial, Brokercheck
“Always great to deal with and willing to help.”
Below Average Price Tag
30+ Years Experience
Licensed, BBB Rating: A+
Serving Amherst Area
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Georgetown Capital Group

Georgetown Capital Group

(1)
Speaker Series Videos and Seminars, The Georgetown Lawley Experience, The Georgetown Lawley Difference
“For any of your investment-retirement needs.”
Accepts All Major Credit Cards
In Business Since 1990
Licensed, BBB Rating: A+
Serving Amherst Area
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SC Parker

SC Parker

(1)
“Very friendly & knowledgeable staff, always enjoy meeting with them.”
Accepts All Major Credit Cards
In Business Since 1930
Licensed, BBB Rating: A+
Serving Amherst Area
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The ZLC Group, Cpa's

The ZLC Group, Cpa's

(4)
Tax Planning & Preparation – For Individuals, Tax Planning & Preparation – For Businesses, Audit & Accounting – For Businesses
“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 .”
In Business Since 1995
2399 Sweet Home Rd, Amherst, NY
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Spectrum Wealth Management

Spectrum Wealth Management

(2)
Estate Planning, College Planning Process, Retirement Planning
“I have been very happy with their services.”
In Business Since 2001
4925 Main St Suite 202, Amherst, NY
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Turning Tides Financial

Turning Tides Financial

(2)
Insurance Solutions, Women’s Wealth & Financial Independence, What to Expect
“My experience with Julianne Lepo and Turning Tides Financial has been a positive experience which came at a time when my divorce was beating me down and exhausting me mentally.”
In Business Since 2015
4476 Main St Suite 204-C, Amherst, NY
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Ctbk - Chiampou Travis Besaw & Kershner

Ctbk - Chiampou Travis Besaw & Kershner

(1)
Consulting, Tax Services, Assurance
“Very knowledgeable and professional staff”
In Business Since 2001
Serving Amherst Area
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Level Financial Advisors

Level Financial Advisors

(1)
Foundation, What We Do, Investment Process
“We have been working with Level for several years and would highly recommend them.”
In Business Since 1982
Accepts Cash
1412 Sweet Home Rd #7, Amherst, NY
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HD Financial Specialists

HD Financial Specialists

(6)
  • Goals
  • Team
  • Taxes
“Others I've dealt with don't even come close; HD Financial will lay everything out so you not only understand everything - but they involve you in the process so the decisions fall in line with your short- and long-term goals.”
In Business Since 2021
Serving Amherst Area
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Bridgman & Durksen Chartered Professional Accountants

Bridgman & Durksen Chartered Professional Accountants

(1)
Consulting Services, Investment Review, Purchase and Sale of a Business
“Bridgman & Durksen has a very professional and personable staff.”
In Business Since 2000
Serving Amherst Area
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Fichter Wealth Management

Fichter Wealth Management

(1)
Retirement Income Planning, Income For Life
“Extremely detailed oriented and willing to walk through questions you may have in easy to understand terms.”
In Business Since 2006
Serving Amherst Area
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Brighton Securities

Brighton Securities

(7)
  • Investments
“I had the pleasure of working with Steve in the Batavia office who guided me in the right direction of advising what I needed to build my way to a financially secure retirement.”
In Business Since 1999
Serving Amherst Area
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WNY Divorce Financial Advisors

WNY Divorce Financial Advisors

(1)
“Anyone who goes though a divorce, first things first, get a grip on your finances!”
25+ Years Experience
Serving Amherst Area
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Haven Financial Planning

Haven Financial Planning

Stop Light Quiz, Financial Planning, Estate Planning
“Do not miss out on important info you need to know for your future.”
In Business Since 2020
CDFA, CFP Certified
Serving Amherst Area
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Retirement Planning and Investment Management Services Estimated Cost in Amherst, NY 2023

Minimum cost
$1080
Maximum cost
$9180
National Average
$3240
Avg Per Hour Rates
$324
$2160
$5940
Fair price range based on 173 cost profiles
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Average Cost $3240
Minimum cost $1080
Maximum cost $9180
Avg Per Hour Rates $324

Typical range $2160 to $5940 is based on 173 cost profiles.

Why these companies made our list

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