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Jeffry A. Berman

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Employee Benefit Systems, Inc.

6511- C Basile Rowe
East Syracuse, NY 13057-2928
(315) 432-5522 x102 Contact Me

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 Contact Me

John O'Meara

CFP®

Owner

Specialties: 401(k)/403(b)/IRAs, Investment Management, Retirement

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

InnerHarbor Advisors LLC

200 E Post Road
White Plains, NY 10601
(212) 949-0494
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David G. Urban

CLU,CFP®, CASL

Specialties:

Financial Advisor serving New York and the surrounding communities.

Northwestern Mutual Financial Network

345 Woodcliff Dr, Ste 162
Fairport, NY 14450
(585) 248-4712 Contact Me

Sharon A. Kiniry

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Mutual Funds,...More

Commission Financial Advisor serving New York and the surrounding communities.

445 Kenmore Ave
Schenectady, NY 12306-2129
(518) 395-9443 Contact Me

Timothy E. Casserly

CFP® JD

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

Financial Advisor serving New York and the surrounding communities.

Burke & Casserly, P.C.

255 Washington Ave Ext, Ste 104
Albany, NY 12205-5533
(518) 452-1961 Contact Me

Kenneth J. Graci

CFP®

Branch Manager

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

Financial Advisor serving New York and the surrounding communities.

Wall Street Financial Group

2024 W Henrietta Rd, Ste 5E
Rochester, NY 14623
(585) 292-5870 x 11 Contact Me

Jeffrey M. Golden

CFP®

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.

Circle Advisers, Inc.

420 Lexington Ave, Suite 1727
New York, NY 10170
(212) 885-4204 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 LLC

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

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 Contact Me

Maureen A. Whelan

CFP®

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

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

Whelan Financial Planning

50 Hudson Ave, 2nd floor
Peekskill, NY 10566
(800) 775-8564
(800) 775-8564
Contact Me

Vaughn H. Weimer

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable &...More

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

15 Berrywood Dr
Huntington, NY 11743
(917) 699-1989
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Florence M. Dupont

CFP®

Partner

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

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

Financial Decisions, LLC

780 Third Ave, 19th Flr
New York, NY 10017
(212) 920-3472 Contact Me

Ivy M. Davis

CPA, PFS, CFP®

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.

Ivy Davis, CPA, PLLC

48 Quintree Ln
Melville, NY 11747-1826
(631) 385-4465 Contact Me

Christine Haviaris

CPA 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.

TTR Wealth Partners, LLC

PO Box 928
Pearl River, NY 10965
(845) 620-0032
CONNECT WITH Christine
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William B. Burns, Jr.

CFP®,CLU,ChFC,REBC,C

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.

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830
(607) 937-9282 Contact Me

David J. Blesy

CFP®, CPA

CPA

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

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

Blesy & Associates

100 Corporate Pkwy, Ste 410
Amherst, NY 14226-1200
(716) 832-1316 Contact Me

Susan Quigley

CFP®

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.

American Portfolios Financial Services

8 Yale St
Garden City, NY 11530-4021
(516) 354-3334
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Rachel B. Sanborn

CFP®

Director of Financial Planning

Specialties:

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

Advizr

419 Park Ave S, 2nd Floor
New York, NY 10016
(844) 223-8497 Contact Me

Donald C. Reutemann

CFP®, RPA

Financial Planner

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.

NPA Financial, LLC

1407 Route 9, Bldg 4
Clifton Park, NY 12065
(518) 612-1054
CONNECT WITH Donald
  • linkedin link
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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 204
Melville, NY 11795
(631) 694-5645 Contact Me

Christopher R. Cinelli

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Capital Insights Group of WNY

640 Ellicott Street, Mailbox 10
Buffalo, NY 14203
(716) 517-0140 Contact Me

Cynthia Becher

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

9 East Place
Suffern, NY 10901
(845) 368-1224 Contact Me

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 Contact Me

Lee Rosenberg

CFP®

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

Financial Advisor serving New York and the surrounding communities.

American Investment Planners, LLC

500 N Broadway, Ste 260
Jericho, NY 11753-2128
(516) 932-5130 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

Edward Downey

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Downey, Haab & Murphy, PLLC

87 Main St, PO Box 663
Millerton, NY 12546
(518) 789-4442 Contact Me

David W. Frederick

CLU, ChFC, CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

PRIME Retirement Asset Mgt., Inc.

3344 Rt 9 N
Poughkeepsie, NY 12601
(845) 454-9000 Contact Me

Robert Lozzi

CFP®

CERTIFIED FINANCIAL PLANNER Professional

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.

AXA Advisors, LLC

155 Pinelawn Road Ste 300 South
Melville, NY 11747
(631) 385-5244 Contact Me

Nicholas Cava

CFP®

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

Financial Advisor serving New York and the surrounding communities.

51 McGaw Ave
Lake Grove, NY 11755-2022
(631) 467-2211 x227 Contact Me