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Olivia A. Mussett

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.

Mussett Wealth Management

579 N Greenbush Rd
Rensselaer, NY 12144
(518) 328-8104
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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

Abe I. Shtulsaft

CFP®, MBA, ChFC

Director of Planning

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

Lincoln Financial Group

6900 Jericho Turnpike, Ste 101E
Syosset, NY 11791
(516) 682-7542

Lisa A. Kelly

CPA/PFS, 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.

Federmann Financial Advisors Inc.

745 Route 25A, Ste C
Rocky Point, NY 11778
(631) 981-1904

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

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

Kevin Newman

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Newman & Associates

PO Box 1259
Clifton Park, NY 12065
(518) 209-4901

Alina Parizianu

CFP®

Financial Planner

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.

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
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Jonathan M. Satovsky

CFP®, ChFC, CIMA

Chairman & CEO

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.

Satovsky Asset Management, LLC

25 soundview Lane
Port Washington, NY 11050
(212) 584-1900

Alexander S. Pugatch

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Morgan Stanley

2000 Westchester Avenue
Purchase, NY 10577
(914) 225-8887

Anthony G. Schiano

PhD, CFP®

Personal Financial Advisor

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

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

Ameriprise Financial Services, Inc.

5750 Commons Park, Ste One
East Syracuse, NY 13057
(877) 405-1748
(315) 445-0369

Kathy M. Holtz

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

4 Featherfoil Way
Malta, NY 12020

Barbara B. Markell

CFP®

Account Executive

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

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

John G. Ullman & Associates, Inc

20 E Market St
Rhinebeck, NY 12572
(866) 819-5046
(845) 876-4499

Gary A. Grossman

CPA, CFP®

Managing Partner

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

Financial Advisor serving New York and the surrounding communities.

Grossman St. Amour CPAs PLLC

110 W Fayette St, Ste 900
Syracuse, NY 13202
(315) 701-6304

Andrew M. Horowitz

CFP®

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

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

Ameriprise Financial Services, Inc.

427 Bedford Rd, Ste 330
Pleasantville, NY 10570
(914) 747-4311

John A. Pieroni

CFP®

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

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

Alfred G. Osbourne

CFP®, CPA, CLU®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Retirement

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

90 Merrick Ave, Ste 105
East Meadow, NY 11554
(516) 861-3528

James Buro

CFP®, CFA, ChFC, CPA

President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Wall Street Speaking

666 Shore Road Apt. 5B
Long Beach, NY 11561
(973) 698-6038

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

Kelly C. Lent-Paul

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Fox Financial

487 N Union St
Olean, NY 14760

Ronald M. Lojacono

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

Arthur Dolega

CFP®

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.

Vision Financial Planning

63 48 Alderton St
Rego Park, NY 11374
(718) 205-2880

Alan Schoenberger

CFP®

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

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

Endeavor Financial Planning, LLC

445 Broad Hollow Rd, Ste 25
Melville, NY 11747
(631) 870-0957

Barry Cohen

CPA, CFP®, CIMA

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.

Wealth Advice and Management, LLC

1979 Marcus Ave, Ste 210
Lake Success, NY 11042
(516) 622-2220

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

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

60 East 42nd Street, Suite 4600
New York, NY 10165

Central Park Financial Planning

424 West End Avenue
New York, NY 10024

Central Park Financial Planning

445 Hamilton Ave
White Plains, NY 10601
(212) 653-0638

Jon L. Ten Haagen

CFP®

CEO Founder

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

Financial Advisor serving New York and the surrounding communities.

Ten Haagen Financial Group

191 New York Avenue, Suite 1 & 2
Huntington, NY 11743
(631) 425-1966

Mark Vaimberg

CFP®

Certified Financial Planner

Specialties: Attending College, Estate Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

Mark Vaimberg, CFP

225 Wireless Blvd, Ste 103
Hauppauge, NY 11788-3914
(631) 232-1700 x202

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor

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

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

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

Margaret S. Lishnoff

CFP®

Tax Manager

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

Financial Advisor serving New York and the surrounding communities.

281 Little York Rd
Warwick, NY 10990

281 Little York Rd
Warwick, NY 10990
(845) 651-3189