In need of a trustworthy financial advisory in Western New York
April 23, 2007 12:25 PM   Subscribe

In need of a trustworthy financial advisory in Western New York. Recommendations?

I am posting this question for a friend who is about a decade from retirement age and needs a financial advisor. However, she formerly got very screwed by a financial advisor she trusted--that person is now serving jail time but her $10,000 is long gone. She definitely has some trust issues in this area now, thus my query.

I am seeking recommendations for trustworthy financial advisors in the Buffalo and WNY area to help my friend plan for retirement and handle other investments. Also, my friend is a freelancer, so there is no employer to involve in the process.

If possible, please suggest persons you have worked with personally or who have many years of flawless reputation. Thank you.
posted by Riverine to Work & Money (2 answers total)
 
well, she wouldn't have retired on 10k anyway, so I suppose this wasn't a complete loss?

I'd take a look at sites such as myfinancialadvice.com and ask for recommendations in places like the fat wallet forums.
posted by krautland at 1:30 PM on April 23, 2007


Is Binghamton too far away? If not, I recommend Bob Hartung: (607) 584-4737. Feel free to e-mail me if you want more information.
posted by The corpse in the library at 3:06 PM on April 23, 2007


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