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Best Financial Planners in Amherst, New York

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Rankings use the published BizScore formulas. How we score

3Financial Planners scored in Amherst
53Average BizScore
59Top BizScore
33%AI Visibility 50 or higher
61Average SEO score
5.0Average Google rating (3 rated)

Top Financial Planners in Amherst

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Showing 1-3 of 3 Financial Planners listings in Amherst, NY · page 1 of 1

#1Edelman Financial Engines of Amherst

5.0 Google rating · 1 review

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Edelman Financial Engines of Amherst website

Score breakdown

AI Visibility55
SEO64
Freshness-
AI Ready-
  • Financial Planner
  • Amherst, New York
  • (833) 752-6333
  • edelman.com

Edelman Financial Engines of Amherst: Edelman Financial Engines is a financial planner in Amherst, New York, serving individuals and families with personalized financial guidance. The firm offers services focused on retirement planning, investment management, and financial strategy, helping...

Ranked #1 of 6 Financial Planner listings in AmherstScores updated Jun 7, 2026

#2Wilcox Financial Group, LLC

5.0 Google rating · 1 review

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Wilcox Financial Group, LLC website

Score breakdown

AI Visibility46
SEO70
Freshness-
AI Ready-
  • Financial Planner
  • Amherst, New York
  • (716) 906-3175
  • wilcoxfinancialgroup.com

Wilcox Financial Group, LLC is a Financial Planner in Amherst, NY. The firm specializes in financial planning designed for women’s lives and goals, serving high-achieving women and business owners nationwide. Services include individual planning for those...

Ranked #2 of 6 Financial Planner listings in AmherstScores updated Jun 7, 2026

#3Spectrum Wealth Management

5.0 Google rating · 1 review

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Spectrum Wealth Management website

Score breakdown

AI Visibility33
SEO49
Freshness-
AI Ready-
  • Financial Planner
  • Amherst, New York
  • (716) 221-2144
  • spectrumwealthmanagement.com
Ranked #6 of 6 Financial Planner listings in AmherstScores updated Jun 7, 2026
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BizScoreAI ranks 3 financial planners in Amherst, New York by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Amherst ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Amherst, New York does BizScoreAI track?

3 financial planners in Amherst currently meet the profile-quality bar for this page, with an average BizScore of 53 and a top score of 59.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 33% of measured financial planners in Amherst score 50 or higher.

Is being listed free?

Yes. Every financial planner in Amherst is listed and scored for free, and claiming a listing is free too.