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Best Financial Advisors near Hamburg, NY
We have 3 firms in Hamburg on file, and all of them are on this list, along with 21 from towns including Buffalo (12, 11 mi), Orchard Park (3, 6 mi) and Depew (2, 14 mi).
2 open weekends · 20 rated 4.5+
Data verified October 21, 2026
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Adamchick CPA
- Service
- Office
- Happy
“Both were willing to spend time with me to ensure we had all the docs needed, and had a good sense of humor and levity about them which was really nice.”
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Harbortown Financial Group
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Buffalo Financial
- Game
- Team
- Portfolio
“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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Lumsden McCormick CPA
- Relationship
- Communication
- 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...”
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Abaya Wealth Management
- Advisor
- Savings
- Understand
“My husband and I were thinking about buying a house and she walked us through the pros and cons and how it would impact our current financial well-being.”
The 24 firms listed for Hamburg, 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: Hamburg, NY
The 24 firms on this page are rated from 4.0 to 5.0 across 209 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (5), financial planning (2), risk management (2) and tax planning (2). 1 has a BBB rating of A or A+. 18 have ten or more years of experience, the longest 70 years. 1 offers payment plans and 3 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 16 list a public email and 5 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.
Why are financial advisers outside Hamburg listed here?
3 of the 24 firms are located in Hamburg. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Mark E. Koller CPA
“Fantastic service !”
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Note Advisors
- Goals
- Team
“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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Collins Advisors
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Emerge Capital Management
“Great company to invest with.”
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Moldenhauer & Associates
“He is so knowledgeable in all areas of retirement planning!”
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Sandhill Investment Management
“The front end team of Advisors and Client Managers make every conversation and request seamless, while the Analysts seem to scrutinize over every pick.”
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Jensen Marks Langer & Vance
“We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance.”
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Jordan Wealth Management
“We trust them completely and have recommended them to many friends.”
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Waterford Advisors
“Very pleased with all they have done for us and our family.”
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Silver Grove Financial Group
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Sgroi Financial
- Team
- Questions
- People
“They answered ALL of my questions and helped me strategize my families future.”
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Sanderson Wealth Management
- Advisor
“From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases.”
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Pignataro Financial Group
“Larry even helped us complete our college financial aid forms, which saved us hours of work.”
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Laura J. Lonie, CPA and Financial Coach
- Empathy
“Laura is a CPA so you know she has the numbers part down pat and she also had the empathy that is so important when it comes to working with people and money.”
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Kautz Financial
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WNY Divorce Financial Advisors
“Gina was very helpful getting us started and organized with everything financial that we needed to prepare for our separation.”
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Paramount Settlement Planning
“By far the most professional and accessible lien resolution and structured settlement company we have ever worked.”
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Pratt Collard Buck Advisory Group
“They are exceptionally qualified and unique in their approach to investing.”
Retirement Planning and Investment Management Services in Hamburg, NY Cost Estimates
Minimum cost
$1062
Maximum cost
$9026
National Average
$3186
Avg Per Hour Rates
$319
$2124
$5840
Typical price range is based on 316 cost profiles
Why these companies made our list
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