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Questions For Financial Planning Consultants

Working with a financial planning consultant can be an essential step in properly preparing for your future. Though many advisors offer their services for personal finances, there are also consultants that work with small businesses, or commercially. Choosing the advisor to trust with your wealth is not an easy decision. Not only do you need to distinguish between personal and business needs, but you need to find a skilled professional that you are comfortable with. Try the following questions when you are interviewing potential consultants.

  • What process do you follow the first time you work with a client?
    Each individual has different financial needs from an advisor. When you sit down for the initial consultation, make sure the planner assesses you personal goals. The professional should discuss setting up a retirement fund, how to manage your investments, and even offer risk management for money that you are looking at spending.

  • What services does your company offer?
    The services that a financial planner offers can range from estate planning, to risk management, to business assessments. You will want to work with someone who meets your needs, so begin by asking! Some firms even have software available for their clients to use on a daily basis, without having to pay an hourly rate to meet with the professionals.

  • Are all of your consultants trained and currently licensed?
    It is important to work with a company that is up to date on current regulations, and with an advisor that can legally manage your personal wealth. It never hurts to ask to see proof of their certifications!
  • Financial Planning Association
    Our professional members are the experts with making informed financial decisions. The financial planning consultants in our association have the experience with money management to meet budget goals.
    MAP
    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR BUFFALO
    Capital Management Services Inc
    1 review: *****
    2201 Niagara St, Buffalo, NY 14207
    (716) 871-9050 Write review for this local business

    "Very rude to people, the gentlemen who helped me flat out yelled at me and other customers. ..."
    Revenue Recovery
    1 review: *****
    175 Price St, Lockport, NY 14094
    (716) 901-4890 Write review for this local business

    "SOS DEBT MANAGERS ARE GREAT. THEY GOT MY DEBTS CLOSED FOR 60 T0 25%. Ask for Mr. Dunbar ..."
    Brighton Securities Corp
    1 review: *****
    1703 Monroe Ave Ste 1, Rochester, NY 14618
    (585) 473-3590 Write review for this local business
    Your top choice for personal and business income tax preparation. We have special expertise in the areas of estate, trust and gift tax. Personalized accounting services for your convenience.

    "After getting a letter from IRS about unreported income, I soon found out that I was one of several of their customers who had never received tax documents from Brighton. Also, these guys know NOTHING about investing-anyone with a pulse can work there-found out there is NO training given to employees. Unbelievable that they are still in business. ..."
    Aft Lenox LLC Write review for this local business
    140 North St, Buffalo, NY 14201
    (716) 883-3620  
    M&T Bank Write review for this local business
    425 Niagara St, Buffalo, NY 14201
    (716) 854-2849  
    H&R Block Write review for this local business
    488 Niagara St, Buffalo, NY 14201
    (716) 852-0435  
    Mbk & Associates Write review for this local business
    120 W Tupper St, Buffalo, NY 14201
    (716) 855-1600  
    Beck Reedy and Associates Write review for this local business
    610 Main St, Buffalo, NY 14202
    (716) 853-1444  
    Jensen Marks Langer & Vance Write review for this local business
    360 Delaware Ave Ste 230, Buffalo, NY 14202
    (716) 362-0170  
    Buffalo Investment Group Write review for this local business
    374 Delaware Ave Ste 213, Buffalo, NY 14202
    (716) 885-1639  
    Charles Schwab & Co Inc Write review for this local business
    50 Fountain Plz, Buffalo, NY 14202
    (800) 435-4000  
    Sandhill Investment Management Write review for this local business
    360 Delaware Ave, Buffalo, NY 14202
    (716) 852-0279  
    IRS Tax Garnishment Attorneys Write review for this local business
    424 Pearl St, Buffalo, NY 14202
    (888) 283-7806  
    United Capital Write review for this local business
    374 Delaware Ave Ste 105, Buffalo, NY 14202
    (716) 332-1960  
    Merrill Lynch Wealth Management Write review for this local business
    50 Fountain Plz Ste 1100, Buffalo, NY 14202
    (716) 849-2121  
    Park Avenue Securities Write review for this local business
    600 Delaware Ave, Buffalo, NY 14202
    (716) 817-7109  
    Securities America Write review for this local business
    438 Main St, Buffalo, NY 14202
    (716) 332-4032  
    Deloitte & Touche LLP Write review for this local business
    50 Fountain Plz Ste 250, Buffalo, NY 14202
    (716) 843-7200  
    Lumsden & McCormick LLP CPA Write review for this local business
    369 Franklin St, Buffalo, NY 14202
    (716) 856-3300  
    Ernst & Young LLP Write review for this local business
    50 Fountain Plz Ste 1500, Buffalo, NY 14202
    (716) 843-5000  
    Kpmg Llp Write review for this local business
    12 Fountain Plz Ste 601, Buffalo, NY 14202
    (716) 854-1830  
    Em Risk Management Write review for this local business
    344 Delaware Ave Ste 1, Buffalo, NY 14202
    (716) 856-6148  
    United Financial Services Write review for this local business
    374 Delaware Ave, Buffalo, NY 14202
    (716) 854-7505  
    Moldenhauer Dwight Inc Write review for this local business
    374 Delaware Ave Ste 402, Buffalo, NY 14202
    (716) 854-2616  

    If you own a business, a financial advisor can help you maintain your wealth while your company grows. Every business has different investment needs based on their risk management plan, and a financial consultant can help you determine yours.

    The first thing the consultant will do is help you set a budget by weighting your debt against your income. If you have cash flow problems, then there is a good chance you need help to repair your credit. Your financial advisor will find a way to balance your expenses with you income, which can help you pay off your bills. They will also advise you on the best ways to save money, like using an allotment from your salary for retirement investments.

    They will then help you develop a wealth management plan. Are there ways your company can invest without taking too big a risk? Your consultant will aid you in making these decisions. They will have many resources at their disposal, such as risk management software, that will help you invest and save your money wisely. It will also help your consultant make the right choices for your company.

    While hiring a financial advisor isn’t free, it may also be what’s best for your company, your clients and your future. This licensed professional can help you keep your estate costs down.

    Most financial advisors have a background in, business, finance or accounting. Many have had extra training in dealing with business wealth and investments. They also usually have to take a course and become certified in their state.

    Hiring a financial advisor for your company is a sound investment in your and your organization’s future.



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