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Alan D. Zheutlin

CFP®, CPA

Specialties:

Financial Advisor serving New York and the surrounding communities.

Alan Zheutlin CPA

275 W. 96th St., Apt 10Q
New York, NY 10025
(212) 662-4961

Beth Ann Prudence

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

130 E. Seneca St, Suite 500
Ithaca, NY 14850
(607) 274-8521

Timothy D. Atkinson

CFP®

President

Specialties: Investment Management, Employee Benefits, Retirement

Financial Advisor serving New York and the surrounding communities.

Excomp Asset Management

425 BroadHollow Rd, Ste 318
Melville, NY 11747
(631) 465-9670

Timothy E. Sallade

CFP® CFA

Chief Investment Officer

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 Tahoe Wealth Management

11 Epping Wood Trl
Pittsford, NY 14534
(855) 515-5896

Richard L. Bergen

CPA, CFP®, PFS

President

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.

RLB Wealth Planning, Inc.

1325 Franklin Ave, Ste 235
Garden City, NY 11530
(516) 741-1430

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

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

President & CEO

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

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

Thorley Wealth Management, Inc.

1478 Marsh Rd
Pittsford, NY 14534
(585) 943-0887
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Michael M. Rundle

CFP®

VP/Portfolio Manager

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

Financial Advisor serving New York and the surrounding communities.

Hudson Valley Investment Advisors

117 Grand St Unit 201, PO Box 268
Goshen, NY 10924
(845) 294-6127

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

Michael Terry

CFP®

Partner

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

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

Merit Financial Partners, LLC

6964 Grand Ave
Maspeth, NY 11378
(718) 898-0871

Peter J. Creedon

CFP®, ChFC, CLU

CEO

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.

Crystal Brook Advisors

12 West 72nd St., No. 10G
New York, NY 10023

Crystal Brook Advisors

PO Box 390
Mt Sinai, NY 11766
CONNECT WITH Peter
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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

Susan L. Murphy

CFP®

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

Commission Financial Advisor serving New York and the surrounding communities.

Merrill Lynch

2649 South Rd, Suite 210
Poughkeepsie, NY 12601-6844
(845) 431-2222

Rachel B. Sanborn

CFP®

Lead Financial Planner

Specialties:

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

Ellevest

48 West 25th St, 6th Floor
New York, NY 10010
(844) 355-7100

David H. Schwartz

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

FCE Group, Inc.

3 Dakota Drive, Ste 310
New Hyde Park, NY 11042
(516) 487-8220

Jeffrey C. Vahanian

CFP®

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate...More

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

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866
(518) 583-0891

Marie S. Norkett

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.

Blue Ocean Strategic Capital LLC

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

Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

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

Financial Advisor serving New York and the surrounding communities.

Old Castle Financial Advisors

333 Earle Ovington Blvd, Ste 402
Uniondale, NY 11553
(516) 394-2514

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

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

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

Robert P. Barthels

CFP®,CPA

President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Estate Planning,...More

Financial Advisor serving New York and the surrounding communities.

Summit Financial Services, Inc.

1895 Walt Whitman Rd.
Melville, NY 11747
(631) 420-4242 ex207

Michael J. Hickey

CFP®

Managing Director -Albany

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

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

Atlas Private Wealth Management, LLC

3 Atrium Dr, Suite 265
Albany, NY 12205
(518) 482-5777

Brett J. Testerman

CFP®

Account Manager

Specialties: Investment Management, Retirement

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

Excomp Asset Management

425 Broadhollow Road, Ste 318
Melville, NY 11747
(631) 465-9670

Arthur J. Springer

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Raymond James

135 Crossroads Park Dr., Ste 104
Woodbury, NY 11797
(631) 351-5003

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

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

Gregg S. Fisher

CFP®, CFA

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

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

Gerstein, Fisher & Associates, Inc.

565 Fifth Ave, 27th Fl
New York, NY 10017
(212) 968-0707

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

56 Sherwood Dr
Larchmont, NY 10538
(914) 834-9105

Kathleen Bartlow

CFP®, CFS

Chief Operating Officer

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.

Columbia Ridge Capital Management

520 Columbia Dr, Ste 103
Johnson City, NY 13790

Columbia Ridge Capital Management

8506 Six Forks Road
Raleigh, NC 27615
(866) 731-2726
(607) 584-4141