Best Financial Advisors in Amherst, NY

The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Amherst area.

Atlas Debt Relief

Atlas Debt Relief

(24)
  • Credit
  • Payment
  • Company
“But also, you feel burdened with the bills continuing to come in each month that only serve to make this overwhelming cycle feel like it has no way of ever ending.”
In Business Since 2014
Free Initial Consultation
115 Lawrence Bell Dr, Amherst, NY
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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 1994
2399 Sweet Home Rd, 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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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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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 1986
Accepts Cash
1412 Sweet Home Rd #7, Amherst, NY
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L&M Wealth Management

L&M Wealth Management

(6)
Faqs, Links and Forms
“Absolutely amazing to work with.”
In Business Since 2001
Family Business
3820 Sheridan Dr, Amherst, NY
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Moshides Financial Group

Moshides Financial Group

(2)
“Best customer service and investment advisory information.”
In Business Since 2002
65 Bryant Woods S, Amherst, NY
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HD Financial Specialists

HD Financial Specialists

(8)
  • Goals
  • Team
  • 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.”
In Business Since 2021
6049 Transit Rd Suite 103, East Amherst, NY 14051
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Nottingham Advisors

Nottingham Advisors

Institutional Investors, Private Clients, Financial Advisors
“Nottingham Advisors, LLC ("Nottingham") is an SEC registered investment adviser located in Buffalo, New York. Registration does not imply a certain level of skill or training. Nottingham and its representatives are in compliance with the current regi...”
In Business Since 2006
Transparent Fees & Pricing
100 Corporate Pkwy #338, Amherst, NY
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Wealth Management Services

Wealth Management Services

Tell A Friend, Why Work With Us?, Meet the Team
“IMPORTANT CONSUMER INFORMATION: Dominic Pellicano and Jonathan A. Donatelli may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state...”
In Business Since 2012
100 Corporate Pkwy #118, Amherst, NY
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Di Giacomo Financial

Di Giacomo Financial

For Individuals, For Business Owners
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
In Business Since 2016
4043 Maple Rd #209, Amherst, NY
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Progressive Planning Services

Progressive Planning Services

Tell A Friend
“We Go Deeper- we take great pride in the depth of the work that we do to discover what is important to you. Your family, business, community, savings - your life's work. We dig deeper to discover the facts, the relationships as well as the feelings t...”
Offers Financing Options
In Business Since 2017
Remote Consultations Available
Family Business
8610 Transit Rd Suite 200, East Amherst, NY 14051
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Lincoln Financial Group

Lincoln Financial Group

6400 Sheridan Dr #320, Amherst, NY
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J&S Private Wealth Management

J&S Private Wealth Management

“In today's busy world, it's easy to let things fall by the wayside. Unfortunately, many of us allow planning for our financial future to be one of those things. We've seen firsthand the devastating consequences of planning by default, along with the ...”
In Business Since 2021
Licensed
300 Corporate Pkwy Suite 216N, Amherst, NY
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Plaintiff Support Services

Plaintiff Support Services

(12)
Ethics Option, Lawsuit Funding Options, Pre Settlement Funding
“Then called again in dec2012 april 2013 dec2014 nov 2015 dec 2016 dec 2017 for a total of over 100k and my case finally settled in early 2018 i just want to say thank you plaintiff support group for helping my family and I through the worst time...”
In Business Since 1996
Licensed, BBB Rating: A+
500 Pearl St Suite 820, Buffalo, NY
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My Boss Financial Solutions

My Boss Financial Solutions

(28)
YOU Receive One-on-One Personal Service
“I started with this company because me credit was very low but as I continued with them my score has gone up and I learned how to handle money and credit much better.”
In Business Since 2021
Offers Financing Options
50 Fountain Plz Suite 1400, Buffalo, NY
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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 Lawley Group

Georgetown Lawley 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 1992
Licensed, BBB Rating: A+
Serving Amherst Area
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Milestone

Milestone

(19)
  • Company
  • Team
  • Questions
“I feel eternally grateful for her and the entire Milestone team for allowing me to put my entire trust in them, in knowing they truly have my best interest's at heart.”
In Business Since 2012
50 Fountain Plz Suite 1300, Buffalo, NY
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Parachute Credit Counseling

Parachute Credit Counseling

(30)
Housing Counseling, Debt Management, Credit & Budget Counseling
“CCCS Buffalo is not about getting rid of debt for you, but I feel like I have been given access to all the tools and resources to learn how to manage my debt for life.”
In Business Since 2022
Serving Amherst Area
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Steven M. Cohen Attorney

Steven M. Cohen Attorney

(12)
  • Lawyers
  • Knowledge
  • Compassionate
“Steve Cohen is a phenomenal lawyer - he is thorough in his preparation, he listens intently, he questions, and he explains his reasoning - he is willing to reevaluate his position and to bring his entire staff into the process to get a complete pictu...”
Accepts All Major Credit Cards, Check, Debit, Paypal
In Business Since 1995
Licensed, BBB Rating: A+
Serving Amherst Area
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Campagnolo Bonk Cpas

Campagnolo Bonk Cpas

Industries, Tax Services, Services For Individuals
“Since 2014, we've made it our passion to deliver the highest quality of guidance and support. We enjoy taking the time to understand your immediate needs to make sure your long-term dreams become a reality. Whether you're looking to start a new busin...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2017
Licensed, BBB Rating: A+
640 Ellicott St #478, Buffalo, NY
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Blatner & Mineo CPA

Blatner & Mineo CPA

(7)
Accounting Service, Bookkeeping Service, Business Tax Service
“Use them for a number of different services in a personal and business setting.”
Free Initial Consultation
In Business Since 1982
Accepts Check
2954 Seneca St, Buffalo, NY
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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 1928
Licensed, BBB Rating: A+
Serving Amherst Area
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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
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Average Cost $3569
Minimum cost $1190
Maximum cost $10111
Avg Per Hour Rates $357

Typical range $2379 to $6542 is based on 370 cost profiles.

Why these companies made our list

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