Office information300 Airborne Pkwy.
Cheektowaga, NY 14225
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
James HenryBranch Manager
The Buffalo, New York branch of Cetera® Investors is managed by James Henry. He has 16 years of experience in the role and has spent over 20 years in the financial industry. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Cheektowaga, NY
Sure, it gets cold, but there’s no better winter wonderland than the Buffalo area. Who minds chilly temperatures when you’ve got the beautiful scenery of Lake Erie, delicious food, and a fantastic music scene? The culture makes the climate more than bearable—but not if you lack the funds to enjoy it.
If you want to live a comfortable life in the Buffalo area, it’s wise to create a sound financial plan. That’s where Cetera® Investors can help. We’re your neighborhood financial manager in Cheektowaga with dedicated wealth managers and a wide variety of financial management programs. Our Cheektowaga financial managers specialize in:
- Financial Solutions
- Wealth Management
- Small Business Solutions
We’re a trusted financial manager in New York because we’re relationship-driven. We understand that not everyone has the same financial goals, and we’ll take the time to learn about your unique situation so we can better serve you. At the end of the day, we’re only successful if you’re satisfied.
Contact Cetera Investors today to get started, or learn more about our services below.
Cetera Investors Frequently Asked Questions
When it comes to budgeting, many people have difficulty building a savings account. Without a great savings plan, it may be difficult to budget for life's major expenses, such as buying a home, paying for college tuition, or funding retirement.
However, you can make contributions to a variety of savings accounts without completely draining each of your paychecks. Our Cheektowaga financial managers can help you establish a sound savings plan so you can prepare for a great future while making the most of the present.
In the Buffalo area, it's important to have a “snowy day” fund so you have emergency cash available during a long period of bad weather or for other types of emergencies, such as unexpected medical expenses or vehicle repair costs. Talk to a Cetera Investors financial professional and learn how to build a better budget so you can have greater control of your finances.
Some people believe that “wealth” is a term only applicable to the elite rich. However, if you own a home or vehicle, or earn income, then you have wealth—and you can find opportunities to become wealthier with wise investment strategies.
Our Cheektowaga financial managers are skilled in wealth management. They can help you put your money to work so you can earn a passive income. We're happy to assist both new investors and those with established portfolios. At Cetera Investors, you can:
- Invest in stocks or bonds
- Develop a reinvestment plan for dividends and earnings
- Manage your real estate investments
- Build a diverse investment portfolio*
Not only can you enjoy these services, but you also access to a suite of proprietary tools and software to help you pursue your goals. Some examples include:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.**
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
We believe in entrepreneurialism and want to help your small business near Cheektowaga find year-round success. If you're a local startup, you can enlist a financial manager at Cetera Investors to:
- Establish a business budget
- Maintain the scalability of your business
- Prepare your business for taxes**
Already have your doors open? Cetera Investors can assist you in:
- Solutions a profit reinvestment strategy
- Maximizing your tax savings**
- Managing your finances for business development
If you want your business to grow and thrive, having one of our financial managers in your corner can improve your odds of success.
How Do I Get Started with Cetera Investors?
Want to get started with Cetera Investors? All you need to do is visit our office in Cheektowaga, or you can contact us via phone or email. We’ll never hassle you with pressure to sign-up. Cetera Investors always maintains a relationship-driven approach to financial managerial services, so the first thing we want to do is get to know you and your unique situation.
Our office is located at 300 Airborne Parkway, Suite 216, or you can call us at 716.636.9535. Get in contact today and take the first step toward achieving your financial goals.
*A diversified portfolio does not assure a profit or protect against loss in a declining market.
**For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.