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James T. Englert

CFP®

Financial Planner

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.

High Falls Advisors, Inc.

180 S. Clinton Avenue, Suite 300
Rochester, NY 14604
(585) 935-8508

Stephen P. Donella, Jr.

CFP®

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

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

SPD Associates

4500 Pewter Ln, Bldg 5
Manlius, NY 13104
(315) 682-3532

Cheryl M. Taylor

CFP®

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

Financial Advisor serving New York and the surrounding communities.

38 Scenic Cir.
Rochester, NY 14624
(585) 263-3608

Christina M. Michalczak

CFP®

Financial Planner

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.

Waterford Advisors LLC

6225 Sheridan Dr, Ste 214
Williamsville, NY 14221-4800
(716) 580-3906

Milind J. Shah

CFP®

Financial Representative

Specialties: Budget & Debt Management, Attending College, Asset Allocation, Investment Management,...More

Commission Financial Advisor serving New York and the surrounding communities.

Benefit Quest, Inc.

420 Lexington Ave, Ste 2400
New York, NY 10170
(973) 265-2005

Michael S. Ryan

CFP®

President

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.

Marathon Mission Wealth Management

930 Albany Shaker Road, Suite 104
Latham, NY 12110
(518) 689-0773

David L. Fadel

MBA, CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

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

Summit Financial Strategies, Inc.

100 Corporate Pkwy, Ste 314
Amherst, NY 14226-1200
(716) 636-0169

Helen M. Carroll

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career...More

Financial Advisor serving New York and the surrounding communities.

Mussett Wealth Management

579 N. Greenbush Rd
North Greenbush, NY 12144
(518) 396-5696

Robert W. Colley

CFP®, CEBS

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Cornerstone Financial Advisors

PO Box 788
Clifton Park, NY 12065-0788
(518) 877-8800

John E. Baringer, Jr.

CFP®

Certified Financial Planner

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.

25 Clinton Ave
Cortland, NY 13045
(800) 753-6785
(607) 753-6785

Karen B. Meriwether

CFP®

Senior Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785

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

Malachy Vance

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Mr.

PO Box 1821
New York, NY 10163-1821
(973) 652-7737

David D. Mirabito

CLU, ChFC,CFP®, MSFS

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Mass Mutual

2809 State Route 3
Fulton, NY 13069-1504
(315) 592-3145

Robert Kleinman

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Kleinman Financial Services Inc.

127 Soundview Dr
Port Washington, NY 11050
(516) 944-3643

Neil G G. Carousso

CPA, CFP®

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

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

NGC Financial, LLC

3601 208th Street
Bayside, NY 11361
(718) 423-1100

Peter J. Creedon

CFP®, ChFC, CLU

CEO

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

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

Crystal Brook Advisors

12 West 72nd St., No. 10G
New York, NY 10023

Crystal Brook Advisors

PO Box 390
Mt Sinai, NY 11766
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Anne C. Chernish

CFP®

Owner

Specialties: Comprehensive Financial Planning, Investment Management

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

Anchor Capital Management, LLC

PO Box 7150
Ithaca, NY 14851-7150
(607) 272-0004

Albert J. DeLorenzo, Jr.

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving New York and the surrounding communities.

276 Route 17K
Newburgh, NY 12550-3805
(845) 564-3654

Richard Punturo

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving New York and the surrounding communities.

Punturo Financial Services, Inc.

445 Broad Hollow Rd, Ste 108
Melville, NY 11795
(631) 694-5645

John Steve Vorvolakos

CFP®

Financial Consultant

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

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

LPL Financial

265 86th St
Brooklyn, NY 11209-4909
(718) 238-3197 x105

Sebastian Triscari

MBA, CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving New York and the surrounding communities.

Genesis Financial Sevices

270 Madison Ave, Rm 1500
New York, NY 10016-0601
(212) 856-9000 x129

Michael Terry

CFP®

Partner

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

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

Merit Financial Partners, LLC

6964 Grand Ave
Maspeth, NY 11378
(718) 898-0871

Gregory L. Kozerski

CFP®, CPA, AIFA

President

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

Financial Advisor serving New York and the surrounding communities.

Waterford Advisors LLC

6225 Sheridan Dr, Ste 214
Williamsville, NY 14221
(716) 580-3906

Steven P. Copeland

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.

Safe Harbor Financial Planning

53 Rossmore Ave
Bronxville, NY 10708
(914) 771-5277

Rebecca A. Lerner

CFP®,CRPC

Vice President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Merrill Lynch

225 Liberty Street, 40th Floor
New York, NY 10281
(212) 236-5583

John Marchisotta, Jr.

CFP®, ChFC, AIFA

Managing Partner

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

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

Pivotal Planning Group, LLC

125 Jericho Turnpike, Ste 200
Jericho, NY 11753
(516) 333-6565

Patrick J. Fillette

CFP®

Specialties: Investment Management, Insurance, Retirement

Financial Advisor serving New York and the surrounding communities.

70 N Putt Corners Rd
New Paltz, NY 12561
(845) 255-5888

Kevin M. O'Leary

CFA, CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Financial Advisor serving New York and the surrounding communities.

UBS Financial Services, Inc.

1285 Avenue of the Americas, 18th Fl
New York, NY 10019-6031
(212) 713-2525

Richard P. Jenkins

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.

Focused Financial Solutions

6564 Ridings Road
Syracuse, NY 13206
(315) 434-9026