Top Rated Financial Advisors in Williamsville, New York

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Williamsville, New York is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Williamsville, New York with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Williamsville, New York near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

CFP^®, CRPS^®

Nicholas J Efthemis, a financial fiduciary, provides financial services to clients in the Williamsville, New York area. Nicholas holds a CFP^®, CRPS^® certification. Nicholas has over 21 years of experience.

Williamsville, NY

Telephone Advisor

Telephone: 716-828-8390

Visit Advisor Website

www.emergentwa.com

View Research Report

Additional Information:

Years of Experience:
21 Years

Fee Structure


• Fee-Only
• Flat Fee
• Based on Assets

Asset Requirement: $100,000

Name(s) of Custodian(s):
Multiple

Snowden Lane Partners

CFP^®, CRPC^®, CPFA

Snowden Lane Partners, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Williamsville, New York area.

Williamsville, NY

Telephone Advisor

Telephone: 716-221-3321

Visit Advisor Website

https://snowdenlane.com/advisors/magnolia-wealth-advisors/#overview

View Research Report

Additional Information:

Years of Experience:
40 Years

Fee Structure


• Fee-Based
• Commissions
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Rochester, New York area.

Rochester, NY

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Based

Financial Services Provided:


• Retirement Planning
• Tax Advice and Services
• Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Richard Dougherty

Echelon Wealth Advisors, LLC

CFP^®, AIF^®

Richard Dougherty, a financial fiduciary, provides financial services to clients in the Pittsford, New York area. Richard holds a CFP^®, AIF^® certification. Richard has over 12 years of experience.

Pittsford, NY

Telephone Advisor

Telephone: 585-381-1861

Visit Advisor Website

https://echelonwa.com/

View Research Report

Additional Information:

Years of Experience:
12 Years

Fee Structure


• Fee-Based
• Hourly
• Commissions
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Education Funding and Planning
• Financial Planning for Individuals
• Tax Advice and Services
View More

Name(s) of Custodian(s):
Pershing, NFS, Charles Schwab, Fidelity