Recommended Financial Advisors in Buffalo, NY

Looking to build your financial nest egg and prepare for the future? A financial advisor in Buffalo, NY can give you the professional assistance you need. A financial advisor can give you information about specific financial tools, monitor your accounts, help create a guide to grow wealth in the future, and assist with estate planning and inheritance matters.

Financial Advisors

Recommended Financial Advisors

Tim DiGiulio

L&M Financial Services

Buffalo, NY

Financial Advisor

Most recent recommendation

We have worked with Tim DiGuilo as our financial advisor. He has helped us as we prepared for retirement, offering us a variety of choices to fit our needs. Tim always makes time to answer our questions and responded to phone calls and emails quickly. We feel confident that our finances are in good hands.

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What Does a Financial Advisor Do?

When it comes to planning for their financial future, most people are at a loss. They might have a 401(k), or even an IRA, but they may not really understand how to effectively plan financially. A financial advisor can provide the advice and guidance necessary. Financial advisors can explain various investment options, monitor your portfolio, assist with asset diversification and more. A financial advisor may also assist with things like end of life planning and inheritance.

What Should You Look for in Customer Reviews of a Financial Advisor?

When comparing financial advisors in Buffalo, NY, it’s important that you look for reviews that indicate how well an advisor watches after his or her clients’ interests. Do they monitor proactively or reactively? Look for reviews that speak to an advisor’s attentiveness, their dedication to ongoing, open communication, and a transparent fee structure.

Questions to Ask before Working with a Financial Advisor in Buffalo, NY

What are your qualifications and credentials?

You’ll find a host of different credentials and qualifications that pertain to financial advisors, but the three most important are certified financial planner (CFP), chartered financial analyst (CFA), and certified public accountant (CPA). A personal financial specialist (PFS) can also serve in this role.

Do you specialize in any particular area?

Determine whether a financial advisor specializes in a particular area. For instance, does the advisor specialize in bond investments, rather than in stocks? Does the advisor focus on a balanced portfolio, or quick-growth (high-risk) investments? Does the advisor specialize in inheritance planning or retirement planning?

Can you handle investing on my behalf or only advise?

Some financial advisors will not only monitor your portfolio, but can actively invest on your behalf. However, this is not true across the board. Be sure you understand the scope of their work before committing to using their services.

Do you handle financial planning or only provide advice?

Determine whether the financial advisor can offer all-encompassing financial planning services, or if they only provide advice and guidance on financial tools. While most advisors also fill the role of planner, some do not.

Do you monitor my accounts for performance or problems?

Unless you want to be very hands-on with your investing, you should make sure that the financial advisor will constantly monitor your portfolio for performance and make adjustments as needed.

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