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21st Century Securities
“Mike and his staff took on my late fathers overdue taxes and made it easy.”
Best Financial Advisors near Cheektowaga, NY
We have one firm in Cheektowaga on file, and it is on this list, along with 23 from towns including Buffalo (11, 5 mi), Williamsville (4, 4 mi) and Amherst (4, 7 mi).
1 open 24/7 · 2 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Buffalo Financial
- Portfolio
- Retirement
- Team
“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
- Communication
- Relationship
“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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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.”
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Abaya Wealth Management
- Understand
- Sound
- Savings
“She made moving my 401k from my previous employer quick and simple, and has helped me create a plan for maximizing my retirement savings going forward.”
The 24 firms listed for Cheektowaga, 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: Cheektowaga, NY
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 244 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (88%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), insurance planning (3) and business valuation (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 98 years. 1 offers urgent consultations; 1 offers payment plans; 4 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 21 list a public email and 3 take bookings online. 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 Cheektowaga take financial planning bookings online?
3 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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Georgetown Lawley Group
“For any of your investment-retirement needs.”
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Mark E. Koller CPA
“Fantastic service !”
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SC Parker
“Exceptional attention to clients needs and questions on a variety of investment options.”
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Countryside Financial
- Retirement
- Decisions
- Financial Advisor
“I am sure that I'm one of the smallest portfolios she deals with, but it's proof that her professionalism and excellent service extends to every size portfolio and every age client.”
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Kenneth M. Weinstein, Cpa, CFP
“Ken took the time to sit down with me and really get to know me and my situation and got me the largest refund I have ever received… and the fastest!”
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Note Advisors
- Team
- Goals
“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.”
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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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Collins Advisors
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Glownia Financial Group
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Spectrum Wealth Management
“Great financial planner”
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C.D. Financial
“Great financial team who listens to your goals and plans accordingly!”
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HD Financial Specialists
- Understand
- Communication
- Small Business
“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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Ctbk - Chiampou Travis Besaw & Kershner
“Very knowledgeable and professional staff”
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Emerge Capital Management
“Great company to invest with.”
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Ocean Wealth Group
- Knowledge
- Company
“After much research, their has been no other national or local company that provides the service and technology even close to what Ocean Wealth offers.”
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Moshides Financial Group
“Great place to put your money....”
Retirement Planning and Investment Management Services in Cheektowaga, NY Cost Estimates
Minimum cost
$1142
Maximum cost
$9702
National Average
$3425
Avg Per Hour Rates
$343
$2283
$6278
Typical price range is based on 550 cost profiles
Why these companies made our list
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