The Best Financial Advisors in New York City

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 New York Financial Advisor

Brock Schechter & Polakoff

The guiding principle at Brock, Schechter & Polakoff, LLP is to acquire an in-depth knowledge of our clients, their needs, goals and future plans. This understanding allows the firm to offer sound advice and help our clients attain their goals. Our mission is To Exceed Our Client Expectations.

Brock Schechter & Polakoff is a financial consulting firm that has offered both tax advice and wealth management services to the Buffalo community for more than four decades. Its main area of focus is tax services, including auditing and outsourced accounting and international tax services for clients who earn income in multiple countries.

At BS&P, we are always enhancing and expanding the services we offer to meet the ever-changing and growing needs of our clients. Not only do we have diversity in the expertise of our team members but we have diversity in the services we offer. We want to make our clients lives easier through a seamless implementation of solutions.

726 Exchange Street, Suite 822 Buffalo, NY 14210

Collins Advisors, L.L.C.

Company History
Collins Advisors, LLC is a full service registered investment advisor, providing investment advice to individuals and businesses. We manage portfolios in-house using our decades of experience and research. We build long-term relationships with our clients and partner with them while achieving their distinctive financial goals.

Our Values
1. Trust
Personal integrity and strong ethical behavior is critical. We put the interest of every client ahead of ours and maintain a high level of confidentiality to achieve your objectives.

2. Research
We work within the markets to create risk appropriate growth and income opportunities for our clients. Markets can change quickly, be comfortable that we are in tune with them and prepared to adjust when necessary.

3. Financial Services
We create customized portfolios that fit the personal needs of our clients. As part of our ongoing relationship, we are ready and able to adjust when your needs – or the market changes.

4. Wealth
Our goal is to maximize wealth consistent with your level of risk. We will guide you to make the proper decisions at the proper times to grow and maintain your wealth.

610 Main Street Suite 202 Buffalo NY 14202

Courier Capital

Since 1967, Courier Capital has been a Western New York provider of choice for customized investment management, retirement planning, and consulting services. Our clients include individuals, businesses, institutions, and foundations. We are dedicated to providing a broad independent and objective investment solution. Our clients’ interests will always come first. These values align very well with our new partner, Financial Institutions, Inc. and will enhance our service to both respective client groups. Through the relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon, we are positioned to meet every need of every client.

1114 Delaware Avenue Buffalo, New York

Custom Wealth Strategies

Who We Are
An Independent, Wealth Management and Retirement Consulting Firm.

Mission Statement
A true independent financial advisor can provide objective investment guidance and a customized plan that will help keep you on track to your individual or corporate goals. With Custom Wealth Strategies, you have an entire team of knowledgable, experienced, and independent professionals dedicated to helping individuals, families, business owners, and plan sponsors make informed financial decisions.

4990 Transit Road Depew

Delaware Avenue Advisors Inc.

Delaware Avenue Advisors Inc. is a Veteran-owned, New York-registered investment advisory located in Buffalo, New York. We offer fiduciary-level advisory services to individuals, families, foundations and small corporations through employee trusts. Our investment competence is derived from over twenty years experience managing retirement income portfolios and 401k trusts. Our managing director holds the designation of Chartered Financial Analyst and our firm relies on the CFA Institute Asset Manager Code of Conduct as our corporate governance.

Our Specialty Services

1. Portfolio Management : – For those investors whose investment goals go beyond simple accumulation portfolios as found in 401(k)s, our investment management services provide bespoke portfolios that focus on aggressive growth, risk-controlled growth, and income both taxable and tax-free.

2. Financial Planning : – Bespoke portfolio construction does not start with a one size fits all solution. We begin the process by completing a full financial plan for our client addressing both personal finance issues and goals as well as determining the client’s risk tolerance and preferred portfolio factor biases or characteristics. We invest that first dollar only with a full plan and investment policy in hand.

3. 401(K) Fiduciary Consulting : – Our skill sets and fiduciary mindset make us a perfect partner as your 401(k) consultant. Our principal serves as a professor of corporate finance, investments, and personal finance. This expertise , when combined with a partnership Delaware Avenue Advisors has with the 401K Expert LLC in Rochester NY , provides a very high caliber pension and retirement plan consulting practice, with both CPAs and CFA charterholders to bring to the table for our Plan Sponsors.

1207 Delaware Avenue - Suite 101 - Buffalo

Georgetown Capital Group, Inc.

Georgetown Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients’ wealth as we strive to deliver an unprecedented level of personalized service.

At Georgetown Capital Group, our goal is to provide a positive working atmosphere with state of the art technology so that our representatives and staff members can continue in our effort to deliver world class services to our clients.

Our Core Beliefs:

We believe in providing our clients with world class service.
We believe in being brutally honest with clients, as you get to know us you’ll realize that we don’t sugar coat anything.
We believe that two way communication is a requirement for our clients to achieve their financial goals (including semiannual reviews, client audits, conference calls and newsletters).
We expect a minimum ten year relationship with each of our clients.

5350 Main Street Williamsville

Goldfarb Financial

While many larger wealth management firms and online broker programs find success through detached numbers, our boutique team of financial advisors prefers working with the individuals and pursuing meaningful growth. We are not like some mid-sized companies who accept everyone and help most. We believe in a more focused pursuit of success that is personalized to every client and works towards an impactful, and sustainable future.

At Goldfarb Financial, we believe that capitalism and global consciousness are not mutually exclusive, and should work together to better the world. We want to put capitalism to good use and became a certified B Corp to prove that we practice the message we preach.

SERVICES
We do not believe that business and social consciousness should be mutually exclusive. It should be the objective of entrepreneurs to create a better world and help their local communities. We aim to achieve this goal through our three Principles:

Education, Sustainability, Global Citizenship

4549 Main St Suite 200 Buffalo

Hafner Financial Group

At The Hafner Financial Group, we understand that your individual financial situation is unique and deserves an equally unique approach for helping you reach your financial goals. Our goal is simple: We want to help you retire when you want with the income you need.

We work with a diverse group of clients, at varying income levels and with different needs. Whether you are looking for an investment advisor to manage your investment portfolio or a fee-based planner to help you create or revise your financial plan, we can offer the level of service that addresses your needs.

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.

The Hafner Financial Group has been featured on Yahoo! Finance, Investopedia, CNBC, and Buffalo Business First.

YOUR FINANCIAL PLANNING SOLUTION
We offer a complimentary Get Acquainted Meeting to help you decide if working with The Hafner Financial Group is right for you.

We can manage your investments…

We will work with you on an ongoing basis to design, implement, and manage your investment portfolio with the goal of providing the return you need with as little risk as possible.

…or you manage your investments

Put the power of the Hafner Financial Group to work for you by making us your Fee-based Financial Planner. We offer 3 Financial Planning Packages so you can find the solution that works best for you.

OUR GOAL IS SIMPLE: WE WANT TO HELP YOU RETIRE WHEN YOU WANT WITH THE INCOME YOU NEED

5930 Main Street Williamsville

Jensen, Marks, Langer & Vance, L.L.C.

Professional Advice from An Independent Firm
Your financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of strategies and financial products that help work toward their goals and objectives.

Our Primary Purpose
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

360 Delaware Avenue Suite 400 Buffalo

Kautz Financial

Through accumulating, protecting, and distributing wealth in the most tax-efficient manner, Kautz/Buckley Independent Wealth Management provides guidance in establishing a comprehensive financial plan. Our firm works to identify and prioritize our client’s objectives, ensuring they feel a sense of comfort and relief regarding their financial state. Communication and commitment to our clients, along with excellent service act as the basis for the success of our firm.

Our clients engage with us on three levels. All three levels are a fiduciary relationship, meaning it is fee-based not commission based. This makes the relationship client-centered not product-centered. They are based on a level of involvement between the client and the staff. Clients can choose an engagement level ranging from basic to very involved, including a personal Wealth Health website and yearly review.

1961 Wehrle Drive, Suite 9 Williamsville

The Best Financial Advisors in New York City

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

Quick Links

Any Query?