Best Financial Advisors in Cheektowaga, NY

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Cheektowaga area.

Northtown Capital Services Group

Northtown Capital Services Group

(10)
“Covid caused alot of financial issues and they worked with me through them.”
In Business Since 2018
305 Cayuga Rd, Cheektowaga, NY
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21st Century Securities

21st Century Securities

(2)
“Mike and his staff took on my late fathers overdue taxes and made it easy.”
2475 Harlem Rd, Cheektowaga, NY
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My Boss Financial Solutions

My Boss Financial Solutions

(40)
  • Team
  • Knowledge
  • Informative
“The How to Budget webinar was a very positive experience that gave me new insights into my spending habits and specific tools to mindfully discipline myself!”
Offers Financing Options
In Business Since 2021
50 Fountain Plz #1400, Buffalo, NY
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Buffalo Financial

Buffalo Financial

(42)
  • Portfolio
  • Questions
  • Retirement
“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.”
In Business Since 1998
Serving Cheektowaga Area
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Parachute Credit Counseling

Parachute Credit Counseling

(48)
Housing Counseling, Credit & Budget Counseling, Debt Management
“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 Cheektowaga Area
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Plaintiff Support Services

Plaintiff Support Services

(12)
Funding Solution, Lawsuit Funding Options, Post 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...”
Licensed, BBB Rating: A+
In Business Since 1996
500 Pearl St Suite 820, Buffalo, NY
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Atlas Debt Relief

Atlas Debt Relief

(24)
  • Information
  • Stress
  • Payment
“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.”
Free Initial Consultation
In Business Since 2014
115 Lawrence Bell Dr, Amherst, NY
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Lumsden McCormick CPA

Lumsden McCormick CPA

(4)
  • Company
  • 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...”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1956
369 Franklin St, Buffalo, NY
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L&M Wealth Management

L&M Wealth Management

(7)
Links and Forms, Faqs
“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.”
Family Business
Licensed, BBB Accredited
In Business Since 2001
3820 Sheridan Dr, Amherst, NY
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Steven M. Cohen Attorney

Steven M. Cohen Attorney

(11)
  • Lawyers
  • Knowledge
  • Case
“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
Licensed, BBB Rating: A+
In Business Since 1993
Serving Cheektowaga Area
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Abaya Wealth Management

Abaya Wealth Management

(23)
  • Knowledge
  • Retirement
  • Questions
“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.”
In Business Since 2021
1 Seneca St Suite 2905, Buffalo, NY
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Georgetown Lawley Group

Georgetown Lawley Group

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

Milestone

(19)
  • Knowing
  • Company
  • Question
“The folks at milestone are great to work with, receptive to your needs and your client's needs, and offer valuable insight when considering the future.”
In Business Since 2012
50 Fountain Plz #1300, Buffalo, NY
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SC Parker

SC Parker

(2)
“Very friendly & knowledgeable staff, always enjoy meeting with them.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1930
Serving Cheektowaga Area
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Campagnolo Bonk Cpas

Campagnolo Bonk Cpas

Services For Quickbooks, Tax Services, Business Services
“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...”
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Free Initial Consultation
640 Ellicott St #478, Buffalo, NY
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Countryside Financial

Countryside Financial

(17)
Talk To Us, New Clients, How We Help new Clientsfee Structureour Services
“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.”
In Business Since 2020
Serving Cheektowaga Area
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Blatner & Mineo CPA

Blatner & Mineo CPA

(7)
Income Tax Service, Bookkeeping Service, Financial Planning
“Professional, friendly and always ready to help.”
Free Initial Consultation
Accepts Check
In Business Since 1982
2954 Seneca St, Buffalo, NY
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Kenneth M. Weinstein, Cpa, CFP

Kenneth M. Weinstein, Cpa, CFP

(16)
Optimize the Transfer of Your Assets to Your Heirs., Sell Your Business For Top Dollar., Start or Acquire a Business.
“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!”
Accepts All Major Credit Cards
In Business Since 1979
Serving Cheektowaga Area
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Note Advisors

Note Advisors

(8)
“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.”
Family Business
In Business Since 2007
50 Lakefront Blvd, Buffalo, NY
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Future Gen Wealth Management

Future Gen Wealth Management

(1)
“Great platform for young professionals.”
Emergency Services
In Business Since 2021
7606 Transit Rd, Buffalo, NY
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Mark E. Koller CPA

Mark E. Koller CPA

(3)
Back Taxes Owed, IRS Audit Representation, Payroll Tax Problems
“Fantastic service !”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2008
Serving Cheektowaga Area
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Powherhouse Money Coaching

Powherhouse Money Coaching

(9)
“They are extremely knowledgeable in identifying processes that aren't working in a business and develop actionable steps to get businesses to function more smoothly.”
In Business Since 2018
1323 N Forest Rd, Buffalo, NY
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Freed Maxick Cpas

Freed Maxick Cpas

System and Organization Control Reporting | SOC Reports, Lease Accounting Services, Employee Benefit Plan Audits
“Although the impact of the Change Healthcare cyber attack is still being understood it is clear its impact is far reaching. As such, it is imperative that healthcare providers mobilize quickly to minimize the impact to their organization and patients...”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2004
424 Main St Suite 800, Buffalo, NY
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Glownia Financial Group

Glownia Financial Group

Insurance Planning, Estate Planning and Family Legacy, Financial Planning
“Some clients prefer to manage and trade their own investments but will seek our help regarding other areas of their financial life. Therefore, we offer a stand-alone financial planning service that provides a detailed list of actionable recommendatio...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2012
8340 Main St, Buffalo, NY
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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
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Average Cost $3425
Minimum cost $1142
Maximum cost $9702
Avg Per Hour Rates $343

Typical range $2283 to $6278 is based on 550 cost profiles.

Why these companies made our list

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