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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

Mark L. Jacobson

CFP®, MBA

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

Ameriprise Financial Services, 399 Knollwood Rd Ste G-10
White Plains, NY 10603-1944
(914) 506-4101

Maxine Johnson

CFP®, MBA

Practitioner

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.

Foresight Personal Financial Planning LLC

216 Glen Eddy Dr
Niskayuna, NY 12309
(508) 728-9454

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

Lauren K. Blew

CPA, CFP®

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

Financial Advisor serving New York and the surrounding communities.

Monroe Community College

1000 E Henrietta Rd
Rochester, NY 14623
(585) 292-3344

Dee-Ann R. Fox

CFP®

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

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

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

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

David A. Frisch

CPA, PFS, CFP®

President

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road, Suite 215
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

100 Park Avenue
New York, NY 10017
(516) 694-7900

James Lee

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.

Lee Investment Management

63 Putnam St., Suite 202
Saratoga Springs, NY 12866
(518) 580-0088

Tracy Bird

CFP® CIMA CPM

SVP

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.

Morgan Stanley

55 East 52nd St., 29th Flr
New York, NY 10055
(212) 903-7721

Timothy W. Pehl

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Luther Forest Wealth Advisors, LLC

2715 Rt 9, Ste 101
Malta, NY 12020
(518) 899-5544

Scott J. McCauley

CFP®

Financial 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.

Northwestern Mutual Financial Network

1201 Troy Schenectady Rd, No 120
Latham, NY 12110
(518) 785-4141

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

Joseph R. Brida

CFP®

President

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.

Wealth Conservation Group, Inc.

10 Audubon Gate
Miller Place, NY 11764
(631) 391-2915

Giro Jerry Iadevaia

CFP®

Private Client Advisor

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

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

JPMorgan Chase Bank, N.A

1064 Old Country Rd
Plainvew, NY 11803
(516) 861-4212

Wen Jie Lin

CFP®

Associate

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

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

Brewster Financial Planning

641 President St, Ste 102
Brooklyn, NY 11215
(646) 249-9880

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

Michael E. Evans

CFP®

Vice President

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

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

M. Griffith Investment Services, Inc.

555 French Rd
New Hartford, NY 13413
(800) 950-1130
(315) 738-4579

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

Ross F. Mongiardo

CFP®

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

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

1305 Franklin Ave, Ste 208
Garden City, NY 11530
(516) 739-1809

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

Maura Griffin

CFP®, MBA, CDFA

CEO and Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving...More

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

Blue Spark Capital Advisors

130 West 19th St, Suite 8C
New York, NY 10011

Blue Spark Capital Advisors

93 Church St
Lenox, MA 01240
(212) 537-3899
CONNECT WITH Maura
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Scott Rodabaugh

EA, CFP®

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

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

Premier Tax & Financial Services

121 W 27th St, Ste 1003A
New York, NY 10001-6207
(212) 807-8201

Nancy Curtin

CFP®, CLTC

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

Daniel M. Abelson

CFP®

Managing Member

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.

Abelson & Company, LLC

6636 Main Street, Suite 4
Williamsville, NY 14221-5967
(716) 634-3692

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

David Flores Wilson

CFA, CFP®, CDFA®

Advisor

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

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

Watts Capital Partners

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
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Marian B. White

CFP®, AIF(R)

Wealth Management Director

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

Financial Advisor serving New York and the surrounding communities.

Birchfield Partners LLC

120 White Plains Rd, Ste 112
Tarrytown, NY 10591
(914) 893-4533

Edward P. Yetsko

MBA, CFP®

Partner

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.

Aspire Financial Group, LLC

231 Main Street, Suite 3
Vestal, NY 13850
(607) 239-6333
CONNECT WITH Edward
  • linkedin link

Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510
CONNECT WITH Raj
  • linkedin link