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Anthony R. Spatafore

CFP®

President

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

ARS Capital Advisors, Inc

500 North Broadway, Ste 139
Jericho, NY 11753
(516) 932-7223

Lauren M. Furst

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Retirement

Financial Advisor serving New York and the surrounding communities.

Pathways To Wealth, LLC

106 Schoolhouse Ln
Roslyn Heights, NY 11577
(516) 626-2403

William Araneo

CFP®

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

Commission Financial Advisor serving New York and the surrounding communities.

1545 Country Club Dr
Cutchogue, NY 11935
(631) 734-5172

Alan H. Cohn

CFP®

Vice President Investments

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

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

Stifel, Nicolaus & Company, Inc.

1393 Veterans Memorial Hwy, Suite 214N
Hauppauge, NY 11788
(866) 706-7771
(631) 360-5719

Nancy Curtin

CFP®, CLTC

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

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

KBK Wealth Management

28 W 44th St, Suite 1200
New York, NY 10036
(212) 944-8501

Jeffrey M. Praino

CFP®, CDFA™

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

1250 Pittsford Victor Road, Building 200, Suite 350
Pittsford, NY 14534
(800) 332-0274
(585) 264-5840

Cynthia E. Zalewsky

CFP®, CIS

CFP, CIS, President

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

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

Saratoga Investment Solutions Inc.

60 Railroad Place, Suite 206
Saratoga Springs, NY 12866
(518) 584-5995

Fredric L. Mayerson

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Omni Financial Research

573 Golf Dr
Valley Stream, NY 11581-3545
(516) 792-0000

Michael Illari

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities,...More

Financial Advisor serving New York and the surrounding communities.

Charles Schwab

16 Hill st, Suite 6
Southampton, NY 11968
(845) 519-1020
CONNECT WITH Michael
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Jessica O'Donnell

CFP®

Financial Planner

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, Suite 314
Amherst, NY 14228
(716) 636-0169
CONNECT WITH Jessica
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Timothy M. Hayes

MBA, CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Employee...More

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

Landmark Financial Advisory Services, LLC

11 State St, Ste 203
Pittsford, NY 14534
(585) 301-5073

Ben Lipschitz

CLU,ChFC,CFP®

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

Financial Advisor serving New York and the surrounding communities.

Elite Financial Solutions

330 W. 38th St, Ste 901
New York, NY 10018-8456
(866) 819-0700
(212) 819-0700 x5

Richard Russo

CFP®, EA

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

Financial Advisor serving New York and the surrounding communities.

Long Island Financial Services Group

629 Route 112, Ste 5
Patchogue, NY 11772
(631) 580-2452

Gerard Simonelli

CFP®,APMA,CDFA, ChFC

Financial Advisor

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.

Ameriprise Financial

500 N Broadway, Ste 167
Jericho, NY 11753
(516) 797-7590

Daniel M. Juechter

CFP®

CEO

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.

Hunter Financial Advisors, Inc.

120 White Plains Rd, Suite 403
Tarrytown, NY 10591
(914) 366-8000
CONNECT WITH Daniel
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Erin A. Gibbons

CFP®

Senior Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving New York and the surrounding communities.

United Asset Strategies

666 Old Country Road, Suite 104
Garden City, NY 11530
(516) 222-0021

Andrew R. Fox

CFP®

Specialties: Investment Management, Retirement

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

Fox Financial Services Inc

5 Waller Ave, Suite 305
White Plains, NY 10601-5414
(914) 761-1639

Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

500 N Broadway, Ste 167
Jericho, NY 11753
(516) 797-7590

Peter J. Creedon

CFP®, ChFC, CLU

CEO

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

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

Crystal Brook Advisors

12 W 72nd St, Suite 10-G
New York, NY 10023
(631) 828-6488
CONNECT WITH Peter
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Jennifer Hatch

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Christopher Street Financial

475 Park Ave S, Ste 2100
New York, NY 10016

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
(800) 262-6644
(212) 405-1605

Anthony F. Papa

CFP®

President

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

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

Papa / Englehart Strategic Planning

53 North Park Avenue, Suite 45
Rockville Centre, NY 11570
(516) 536-4436

Fred G. Costantino, Jr.

CFP®

Wealth Manager

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

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

S.E.E.D. Planning Group, LLC

31 Lewis Street, Suite 401
Binghamton, NY 13901
(607) 217-5091
CONNECT WITH Fred
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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

Eric M. Garsin

CFP®, CLU®, ChFC®

CERTIFIED FINANCIAL PLANNER(TM) Practitioner

Specialties: Comprehensive Financial Planning

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

NorthLanding Financial Partners, LLC

90 Linden Oaks, Suite 220
Rochester, NY 14625
(585) 497-5004

Gayle I. Delfs

CFP®

Registered Representative

Specialties: Budget & Debt Management, Insurance, Life Planning, Retirement, Long-term Care, Women's...More

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

436 Heritage Hillls, Unit B
Somers, NY 10589-4109
(914) 277-5811

David Mendels

CFP®, MBA

Director of Planning

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

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

Creative Financial Concepts, LLC

Grand Central Station, PO Box 4206
New York, NY 10163
(646) 452-3415

Clarke D. Hedrick

CFP®

President

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.

Pivotal Financial Services, Inc.

14 Pimlico Drive
Commack, NY 11725
(631) 486-8128

Matthew S. Clement

CFP®

President

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.

Emerald Retirement Planning Group, Inc.

5 Joyce Plaza
Stony Point, NY 10980
(845) 942-8578
CONNECT WITH Matthew
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Bruce L. Carrow

CLU, ChFC, CFP®

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

Financial Advisor serving New York and the surrounding communities.

M & T Bank

9861 Holland Glenwood Rd
Glenwood, NY 14069
(716) 848-7542

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
  • linkedin link