Lockport, NY16 Financial Advisors near you

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Lockport Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Lockport.

DJW Financial Services
4.9
from 50 reviews
  • 9 years in business
  • 106 hires on Thumbtack
Susan K.
Verified review

We needed some basic help and advice with filing sales taxes for a new business for the first time. Duane was so kind and understanding in spite of us having so little knowledge of what we needed to do. Duane made us feel comfortable and he treated us as courteously as if we were a 'big' client. He even said he will check on the rules for sales tax filing for our type of business as it may be exempt from the filing requirement. Duane is building a business built on integrity and excellent customer service for sure. We highly recommend DJW Financial Services.

  • 1 hire on Thumbtack
Noelle F.
Verified review

My husband & I invited Mike to our home to review our financial status. Mike was punctual, well groomed, attentive to our needs, creative in his suggestions, and overall professional. Mike followed up, inobtrusively, and continues to be a source for advice & guidance. We highly recommend Mike!

Grenda Group
5.0
from 1 review
  • 5 years in business
Sherl N.
Verified review

Daniel met with me shortly after contacting him concerning financial planning. He was very professional and presented everything in an easy to understand way. I would reccomend him for your planning needs.

  • 37 years in business
Thomas C.
Verified review

Eric was very helpful and informative. He took the time to not only review my questions and answer them, he went above and beyond expectations. I was waiting for a short and rushed response and got the opposite. In matters of finance, it is good to know you can get good advice that is not tied to an expectation of payment. It was the ultimate pay it forward. Thanks

About

We offer retirement income planning, and insurance and investment planning services. We help people to understand that their ability to produce income is their greatest asset, and to help them to further understand that they need to take steps to protect that ability, as well as the need to begin a plan to create wealth.

About

I provide planning for families in all areas of financial services by doing the following: * I help people take control of their retirement assets by rolling over 401k plans. * I make sure they have enough insurance to protect their loved ones. * I help families save money to send loved ones to college while minimizing the use of loans. * I assist people in reaching and maintaining a standard of living that they envisioned for retirement. * I partner with bankers to provide traditional banking products (mortgages, lines of credit, savings, checking, etc.). Please direct all inquiries to my contact information.

About

As independent financial advisers, we offer you a wide range of services from coordinating specific areas of concern to providing a comprehensive financial plan. Utilizing a broad array of best of breed industry resources, ClearPlan Financial incorporates investment research, global macro economic analysis and tax planning.

About

We handle Personal, Corporate tax returns along with full service bookkeeping and accounting and payroll services.

About

We work with our clients to implement a plan to protect their family and reach their financial goals..

About

Enjoy making people aware of the simplicity of wealth creation.

  • 31 years in business
About

Eileen J. Trott, Certified Financial Planner (CFP) since 1988, provides individual insights into your personal financial planning, retirement planning, investment advice, retirement rollovers, elder care planning, long-term care insurance, life insurance plans, and fee-based investments. I offer individual advice and plans to match you goals and horizons.

About

We provide a full-service financial planning. We work with families and small business owners to help them realize and achieve their financial goals.

About

Accumulating wealth through private family banking

About

Founded in 1887, we've been a reliable insurance and financial resource for individuals, families and businesses even in the toughest of financial times.

About

As a personal financial representative living in Amherst for nine years with my husband and three children, I know many local families. My knowledge and understanding of the people in this community help me provide over 1,000 customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important -- your family, home, car and more. I'm also here to help you prepare a strategy to achieve your financial goals.

About

I am known for my attention detail, continuous serious for my clients, and making sure I'm always available for my clients questions/needs.

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