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29 Financial Planners near Houghton, New York
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Robert M. Florian

CFP®, CLU®, CPA

Owner 48.52 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Florian Financial Group LLC

1825 Maple Rd, Ste 240
Williamsville, NY 14221
(716) 810-9590

Paul B. Kieffer

CFP®,CPA/PFS,CLU,CAP

48.87 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Houghton, New York and the surrounding communities.

Key Private Bank

225 SHADY GROVE DRIVE
EAST AMHERST, NY 14051
(716) 525-7216

Evan S. Wardner

MBA, CFP®

49.03 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

LPL Financial, 4063 N Buffalo St
Orchard Park, NY 14127-2448
(716) 667-2066

Tracy L. Sherwood

CFP®

President 46.56 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Houghton, New York and the surrounding communities.

Sherwood Financial Management

8463 Sheridan Drive
Buffalo, NY 14221
(716) 302-4265
CONNECT WITH Tracy
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Amy Jo Lauber

CFP®

President 41.48 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Getting...More

Fee Only Financial Advisor serving Houghton, New York and the surrounding communities.

Lauber Financial Planning

3976 Seneca St
West Seneca, NY 14224
(716) 430-1634

John A. Pieroni

CFP®

47.17 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Houghton, New York and the surrounding communities.

WNY Asset Management, LLC

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

Dirk D. Rabenold

CFP®

Investment Professional 46.72 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Houghton, New York and the surrounding communities.

Next Financial Group

5920 Main St
Williamsville, NY 14221
(800) 428-6008
+1 More Number
(716) 568-8790

Peter C. Hafner

CFP®, CWS®

Founder and Owner 45.29 Miles

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Hafner Financial Group

2813 Wehrle Dr, Ste 12
Williamsville, NY 14221
(716) 650-4151
CONNECT WITH Peter
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Jennifer L. Jurek

CFP®

Registered Representative 41.21 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Sgroi Financial

965 Union Rd
Buffalo, NY 14224
(800) 989-6710
+1 More Number
(716) 674-6700

Jeffrey E. Hahn

CFP®

47.54 Miles

Specialties:

Financial Advisor serving Houghton, New York and the surrounding communities.

SC Parker LLC

5892 Main St
Williamsville, NY 14221
(716) 632-6800

Anthony V. Mancuso

CFP®ChFC

Financial Advisor 39.64 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Ameriprise Financial Inc.

113 Main St
Batavia, NY 14020
(800) 847-2332
+1 More Number
(585) 343-4551

Bruce L. Carrow

CLU, ChFC, CFP®

27.63 Miles

Specialties: Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving,...More

Financial Advisor serving Houghton, New York and the surrounding communities.

CIG of WNY

9861 Holland Glenwood Rd
Glenwood, NY 14069
(716) 941-3907

Lawrence F. Pignataro

CFP®

President/Snr Financial Advisor 43.79 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Houghton, New York and the surrounding communities.

Pignataro Financial Group

5949 Transit Rd
Depew, NY 14043-2241
(716) 685-0336

Christina M. Michalczak

CFP®

Financial Planner 47.16 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Waterford Advisors LLC

3858 N Buffalo St Ste 2
Orchard Park, NY 14127-1840
(716) 580-3906

Timothy R. Sobolewski

CFP®

President 49.12 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k...More

Fee Only Financial Advisor serving Houghton, New York and the surrounding communities.

The Financial Planning Center

Snyder Square North, 4511 Harlem Rd
Amherst, NY 14226
(716) 240-4304
CONNECT WITH Timothy
  • linkedin link

Craig S. Clark

CFP®

President 40.51 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Clark & Company Wealth Management

3075 Southwestern Blvd, Suite 202
Orchard Park, NY 14127
(716) 312-7918

Peter J. Grogan

CFP®, CLU, AEP

Vice President 48.97 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

United Capital Wealth Management

374 Delaware Ave
Buffalo, NY 14202
(716) 332-1960

Christopher R. Cinelli

CFP®

President 48.79 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Estate...More

Fee Only Financial Advisor serving Houghton, New York and the surrounding communities.

Capital Insights Group of WNY

640 Ellicott Street, Mailbox 10
Buffalo, NY 14203
(716) 309-4109

John G. Miskey, III

CFP®

47.88 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Houghton, New York and the surrounding communities.

Ameriprise Financial Advisors

6622 Main St, Ste 2
Williamsville, NY 14221
(716) 565-3880

Shawn C. Glogowski

CFP®, EA

Principal 48.65 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Note Advisors, LLC

50 Lakefront Boulevard, Suite 215
Buffalo, NY 14202
(716) 256-1682

Michael J. Emser

CFP®

CERTIFIED FINANCIAL PLANNER professional 46.15 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

2306 Wehrle Dr
Williamsville, NY 14221
(716) 633-1999

Robert E. Kloss

CFP®, JD

38.43 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

ClearPlan Financial Inc.

3732 Channel Dr
Louisville, TN 37777-3124
(716) 312-7424

Charles K. Sauberan

CFP®

Member 38.32 Miles

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Investment Management,...More

Fee Only Financial Advisor serving Houghton, New York and the surrounding communities.

Sauberan & Company

PO Box 466
Orchard Park, NY 14127
(716) 439-1265

Brett A. Koeppel

CFP®

President 49.71 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Estate Planning,...More

Fee Only Financial Advisor serving Houghton, New York and the surrounding communities.

Eudaimonia Wealth

1207 Delaware Avenue, Suite 110
Buffalo, NY 14209-1459
(716) 362-1182
CONNECT WITH Brett
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Alyssa Bogardus

CFP®

49.65 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Houghton, New York and the surrounding communities.

Level Financial Advisors

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
(716) 634-6113

D. Jeffrey Buckley

CFP®

46.59 Miles

Specialties:

Commission and Fee Financial Advisor serving Houghton, New York and the surrounding communities.

Kautz/Buckley Independent Wealth Management

1967 Wehrle Dr, Ste 7
Buffalo, NY 14221-8452
(716) 276-8480

Mike Muffoletto

CFP®

Vice President 40.76 Miles

Specialties:

Financial Advisor serving Houghton, New York and the surrounding communities.

Clark & Company Wealth Management

3075 Southwestern Blvd, Suite 202
Orchard Park, NY 14127
(716) 706-4192

Judy M. Sescil

CPA/PFS, CFP®

Owner 41.4 Miles

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Employee Benefits,...More

Fee Only Financial Advisor serving Houghton, New York and the surrounding communities.

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Road
Akron, NY 14001
+ 1 More Address

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Rd
Akron, NY 14001
(716) 542-2616

Michael C. Angelucci

CFP®

Financial Advisor 41.36 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Retirement

Financial Advisor serving Houghton, New York and the surrounding communities.

Level Financial Advisors

4535 Southwestern Blvd, Suite 710A
Hamburg, NY 14075
+ 1 More Address

Level Financial Advisors

9310 Transit Rd
East Amherst, NY 14051-2380
(716) 634-6113