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Francis X. Becker, Jr.

CFP®,ChFC,CLU

President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving New York and the surrounding communities.

Becker & Associates Planning Services

42 Winter St
Lynbrook, NY 11563
(516) 823-3194

Jeffrey C. Vahanian

CFP®

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866
(518) 583-0891

Joseph R. Brida

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Wealth Conservation Group, Inc.

10 Audubon Gate
Miller Place, NY 11764
(631) 391-2915

Joseph A. Gunther

CFP®

Registered Principal/Branch Manager

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Getting Divorced,...More

Financial Advisor serving New York and the surrounding communities.

The Gunther Group

203 W Dominick ST
Rome, NY 13440
(315) 336-3070

Patricia E. Gottier

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Retirement Directions LLC

771 W End Ave, Apt 9F
New York, NY 10025
(212) 280-5910

Thomas W. Ausfahl

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Greystone Wealth Advisors LLC

800 Westchester Avenue, Suite N-641
Rye Brook, NY 10573
(914) 232-3773

Christopher N. Congema

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Landmark Wealth Management, LLC

900 Walt Whitman Rd, Ste 208
Melville, NY 11747
(631) 923-2486

Michael Hartzman

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving New York and the surrounding communities.

Bristol Financial Services, Inc.

500 North Broardway, Suite 238
Jericho, NY 11753
(516) 349-5555

Conor Bryant

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Bryant Asset Management

1280 New Scotland Rd
Slingerlands, NY 12159
(518) 527-0864

Robert E. Berard

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services Inc.

2 Westchester Park Dr, Suite 103
White Plains, NY 10604
(914) 269-6727
CONNECT WITH Robert
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Roger Ma

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving New York and the surrounding communities.

909 Third Avenue, #7937
New York, NY 10150
(412) 334-3748
CONNECT WITH Roger
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Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Lewis
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Karen C. Altfest

Ph.D. CFP®

Principal Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Karen
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Mary Prior

MS, CFP®, CDFA, EA

Specialties: Getting Divorced

Fee Only Financial Advisor serving New York and the surrounding communities.

PO Box 263
Valhalla, NY 10595-1224
(914) 686-8066

Liberatore J. Zagame

MBA, CFP®

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

17 Ashford Dr
Lake Grove, NY 11755-2839
(631) 588-1987

James Lee

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Lee Investment Management

63 Putnam St., Suite 202
Saratoga Springs, NY 12866
(518) 580-0088

Nan P. Bailey

CFP®, AIF®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

NPB Wealth Management

56 Sherwood Dr
Larchmont, NY 10538
(914) 834-9105

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Sarah Creath

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New York and the surrounding communities.

BCK Partners, Inc.

27 East Market St.
Corning, NY 14830
(607) 654-1182

Michael J. Birenbach

CFP®

Owner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving New York and the surrounding communities.

Orchestral Financial Group Inc.

1404 Sweet Home Rd, Ste 8
Amherst, NY 14228
(716) 691-4288

Mary Beth H. Hofmeister

CFP®

Financial Adviser, Registered Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Princor Financial Services Corporation

16 Sage Estate, Ste 206
Albany, NY 12204
(518) 462-5645 X4

Ronald S. Palastro

ChFC, CFP®,CLU, AIF®

Founder & CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Cobblestone Wealth Advisors

8119 7th Avenue, 2nd Fl
Brooklyn, NY 11228
(718) 633-9500

Pamela Capalad

CFP®

Founder & Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Brunch & Budget

100 Bogart Street
Brooklyn, NY 11206
(917) 615-5359
CONNECT WITH Pamela
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Thomas F. Wayne

CFP®,CRPC

Sr Financial Advisor/Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Financial Advisor serving New York and the surrounding communities.

Wayne, Bazanos & Associates

5 Palisades Dr, Ste 320
Albany, NY 12205
(518) 458-7200 x102

Edward P. Yetsko

MBA, CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Aspire Financial Group, LLC

231 Main Street, Suite 3
Vestal, NY 13850
(607) 239-6333
CONNECT WITH Edward
  • linkedin link

Dennis J. Hebert

CFP® MSFS AEP AIF

Financial Planner

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Blue Ocean Strategic Capital, LLC

209 Second St
Liverpool, NY 13088
(315) 471-2672

Michael Cooper

CPA/PFS®, CFP®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

The Michael Cooper Group At Amerprise Financial

530 5th Ave, 10th Fl
New York, NY 10036
(917) 472-2669
CONNECT WITH Michael
  • linkedin link

Robert Friedman

CFP®, CDFA, MBA

Managing Director & Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Central Park Financial Planning

445 Hamilton Ave, Suite 1102
White Plains, NY 10601

Central Park Financial Planning

60 East 42nd Street
New York, NY 10165

Central Park Financial Planning

424 West End Avenue
New York, NY 10024

Gabriel Kaplan

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Wealth Habits

303 E 83rd Street, #15B
New York, NY 00000

Wealth Habits

303 E 83rd Street
New York, NY 10028
CONNECT WITH Gabriel
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