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 14 from towns including Buffalo (6, 5 mi), Williamsville (5, 4 mi) and Amherst (2, 7 mi).
1 open 24/7 · 2 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Buffalo Financial
“I don't usually write reviews, but the service I got here was just amazing.”
Lumsden McCormick CPA
“The individuals we have been fortunate enough to work with embody the values we embody; kindness, honesty, respect and hard work.”
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L&M Wealth Management
“Have had great experiences here over the years and plan to be a lifelong customer.”
Georgetown Lawley Group
Ocean Wealth Group
“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.”
The 15 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
14 of the 15 firms on this page have a rating, from 2.0 to 5.0 across 276 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. 1 shows a license on its website and 5 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 98 years. 1 offers urgent consultations; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 2 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?
2 of the 15 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.
Buffalo First Wealth Management
“We have trusted Buffalo First at Wealth Management for our investment needs.”
SC Parker
“Highly recommend to those looking for financial consultation & people wanting to start investing as well.”
Countryside Financial
“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.”
Haven Financial Planning
“Katie & Laura have so much experIence & expertise that every interaction has brought me peace and hope for a solid financial foundation - absolute recommend!”
Dopkins & Co
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Future Gen Wealth Management
Collins Advisors
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Glownia Financial Group
Spectrum Wealth Management
“Reasonably price tax preparation done well.”
Why these companies made our list
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