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Ronald L. Plaine

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Retirement, Long...More

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

RLP Financial Management

PO Box 1078
Schenectady, NY 12301-1078
(518) 370-4020 Contact Me

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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Marie S. Norkett

CFP®

Specialties: Comprehensive Financial Planning

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

Blue Ocean Strategic Capital LLC

333 West Washington St, Suite 220
Syracuse, NY 13202
(315) 471-2672 Contact Me

Luisamaria R. Carlile

CFP®

wealth manager

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

Financial Advisor serving New York and the surrounding communities.

Veris Wealth Partners

17 State ST, Suite 2450
New York, NY 10004
(800) 659-8189
(212) 349-4172
Contact Me

Edmund J. Agresta, III

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

Financial Advisor serving New York and the surrounding communities.

Morgan Stanley

399 Park Ave, 12th Fl
New York, NY 10022
(212) 893-6406 Contact Me

Rosanne Roge

CFP®, CSA, RFG

Managing Director

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

Financial Advisor serving New York and the surrounding communities.

R.W. Roge & Company Inc.

630 Johnson Ave, Suite 103
Bohemia, NY 11716
(631) 218-0077 Contact Me

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 Contact Me

Bill Canty

CPA, CFP®

Owner

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

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

Canty Financial Management, Inc.

20 Church Ave
Ballston Spa, NY 12020
(518) 885-3230 Contact Me

Frederick R. Fadel

CFP®

Managing Member

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

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

Willink Asset Management LLC

25 Hamburg St
East Aurora, NY 14052-2143
(877) 655-0097
(716) 655-0097 x12
Contact Me

Peter G. Catenacci

CFP®

Senior Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Bryant Park Wealth Advisors, Ameriprise Financial Services, Inc.

500 5th Ave, Ste 3600
New York, NY 10110
(646) 292-8005 Contact Me

John G. Miskey, III

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

6622 Main St, Ste 2
Williamsville, NY 14221
(716) 565-3880 Contact Me

Mark L. Jacobson

CFP®, MBA

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

427 Bedford Rd, Suite 330
Pleasantville, NY 10570-3029
(914) 747-4173 Contact Me

Lawrence Heller

CFP®, CPA

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

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

Larry Heller & Associates

445 Broadhollow Road, Ste 208
Melville, NY 11747
(631) 293-2806 Contact Me

Caryl Sheinblatt

CFP®, MBA

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

Financial Advisor serving New York and the surrounding communities.

315 E 72nd St, Apt 6E
New York, NY 10021-4625
(212) 628-3854 Contact Me

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 Contact Me

Jeffrey E. Hahn

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

SC Parker and Co., Inc.

5892 Main St
Williamsville, NY 14221
(716) 632-6800 Contact Me

Joseph M. Favorito

CFP®

Financial Planner/Principal

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Mutual Funds,...More

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

Landmark Wealth Management, LLC

900 Walt Whitman Road, Suite 208
Melville, NY 11747
(631) 930-5336 Contact Me

Deborah M. Lee-Tsai

CFP®, EA

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

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

Hudson Heritage Captial Management

20 Baltic Pl, Ste 2
Croton On Hudson, NY 10520
(914) 271-8102 Contact Me

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

1 West Ave, #206A
Larchmont, NY 10538
(914) 834-9105 Contact Me

William E. Bulmer

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

6 Cabriolet Ln
Melville, NY 11747
(800) 895-6076
(631) 367-0196
Contact Me

Douglas M. Druzbik

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Wells Fargo Advisors

6700 Main St
Williamsville, NY 14221
(716) 810-5009 Contact Me

Scott M. Kahan

CFP®

President/Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Financial Asset Management Corporation

26 South Greeley Ave
Chappaqua, NY 10514
(914) 238-8900 Contact Me

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 Contact Me

Eric P. Nachman

CFP®

Private Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Hudson Peak Wealth Advisors

427 Bedford Rd, Ste 110
Pleasantville, NY 10570
(914) 769-2800 Contact Me

Martin E. Schwartz

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning

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

Merrill Lynch

1325 Franklin Ave
Garden City, NY 11530
(800) 645-8600
(516) 877-8442
Contact Me

Mark A. Colvin

CFP®, ChFC®, CLU®

Private Wealth Advisor

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.

Ameriprise Financial Services, Inc.

5750 Commons Park Dr
East Syracuse, NY 13057
(315) 701-2983
CONNECT WITH Mark
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William C. Jerome

CFP®

Founder

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

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

Capital Financial Services, LLC

133 Saratoga Rd, Professional Bldg
Glenville, NY 12302-4108
(518) 399-3903 Contact Me

Paul Sydlansky

CFP®

President & 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.

Lake Road Advisors

37 Front Street
Binghamton, NY 13905
(607) 438-2914
CONNECT WITH Paul
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  • linkedin link
  • youtube link
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Nancy Flint-Budde

CFP®

Sole Prop

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Annuities, Charitable ...More

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

Nancy Flint-Budde CFP

173 Main St, PO Box 718
Salem, NY 12865
(518) 854-3598 Contact Me

Douglas E. Parker

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

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

Sage Rutty & Company

100 Corporate Woods, Ste 300
Rochester, NY 14623
(585) 232-3760 Contact Me