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Home > Financial Planner Directory > New York > Amherst > Steven Elwell, CFP®

Steven Elwell, CFP®

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Schroeder, Braxton & Vogt

1412 Sweet Home Rd

Suite 7

Amherst, NY 14228-2795

Phone: (716) 634-6113

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Investment Management
Estate Planning
Getting Divorced
Employee Benefits
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Starting a Family
Sudden Wealth
Men's Finances
Nontraditional Households
Personal Taxes
Women's Finances

About My Practice

I am dedicated to improving and simplifying your financial life and helping you reach your goals through rational investment management and personal financial planning.

I work for Schroeder, Braxton & Vogt, a comprehensive, fee-only financial planning and investment advisory firm. Schroeder, Braxton & Vogt is completely independent and not affiliated with any financial institutions.

I provide objective financial advice. I want to help you understand your finances, overcome uncertainty, and take control as you move confidently toward your goals. I will be on your side, guiding you through the ups and downs of the financial markets and helping you to avoid costly mistakes.

I do not sell any products of any kind and receive no commissions or kickbacks from any financial company. The only compensation I receive is from the client.

Experience

I have a bachelor's degree in Financial Planning from SUNY Alfred. I am Certified Financial Planner™, meaning I have knowledge in the areas of insurance planning, investment planning, retirement planning, estate planning, tax planning and general financial concepts.

I have been quoted in Investment News, Financial Advisor Magazine, and the Dow Jones Newswire. I also have been interviewed live on WIVB Channel 4 Buffalo and WBEN.

Here is the link to one of the interviews http://www.youtube.com/watch?v=pPEvq5VbvfM.

Registrations, Licenses, Certifications & Affiliations

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

How Planner Charges

Fee Only

Considerations: I'm happy to help those with financial issues and needs. Feel free to call me to schedule a free consultation at (716) 634-6113.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.