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Francis X. Becker, Jr.

CFP®,ChFC,CLU

President

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

Financial Advisor serving New York and the surrounding communities.

Becker & Associates Planning Services

42 Winter St
Lynbrook, NY 11563
(516) 823-3194

David G. Urban

CLU,CFP®, CASL

Specialties:

Financial Advisor serving New York and the surrounding communities.

Northwestern Mutual Financial Network

1162 Pittsford Victor Rd #200
Pittsford, NY 14534
(585) 248-4712

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

Suzanne Nitzberg

CFP®, CLTC

Certified Financial Planner

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

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

15 Squirrel Hill
Roslyn, NY 11576
(917) 754-2379

Paul M. Petrone

CFP®, CPA

Principal

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

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

Petrone Financial

67 Burns Pl
Briarcliff Manor, NY 10510-1317
(914) 944-3073

Neal A. Deutsch

CFP®

President & CEO

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

Financial Advisor serving New York and the surrounding communities.

Chestnut Investment Group, Inc.

4 Executive Blvd, Ste 204
Suffern, NY 10901
(845) 369-0016

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

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

Elke B. Mariotti

CFP®, CDFA, Realtor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Getting...More

Financial Advisor serving New York and the surrounding communities.

Signature Premier Properties

174 Corey Pl
Huntington Station, NY 11746
(631) 523-1077

Gwyn-Anne M. Bissonette

CFP®

President/Owner

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

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

Curtis & Bissonette, Inc.

PO Box 311
Lake Placid, NY 12946
(518) 523-2443

Robert W. Colley

CFP®, CEBS

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

Financial Advisor serving New York and the surrounding communities.

Cornerstone Financial Advisors

PO Box 788
Clifton Park, NY 12065-0788
(518) 877-8800

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

Laura I. Rotter

CFP®

Owner

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

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

True Abundance Advisors

500 Mamaroneck Avenue, Suite 320
Harrison, NY 10528
(914) 222-0832
CONNECT WITH Laura
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Vars Smith

CFP®, AWMA®, CLTC

First Vice-President / Wealth Management

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.

Janney Montgomery Scott LLC.

5784 Widewaters Pkwy, Suite 2
Syracuse, NY 13214
(800) 822-8201
(315) 445-5922
CONNECT WITH Vars
  • linkedin link

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

Paul A. Spero

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

United Financial Services

4769 Buckley Rd
Liverpool, NY 13088
(315) 451-5885

Kathy M. Holtz

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

4 Featherfoil Way
Malta, NY 12020

Doreen J. Haller

CFP®,CRPC

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.

Best Times Financial Planning

200 Meridan Center, Ste 100
Rochester, NY 14618
(585) 350-7203

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

Mike Berman

CFP®

Vice President- Investments

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.

Morgan Stanley Wealth Management

1290 Avenue of the Americas, 13 Floor
New York, NY 10104
(212) 492-6910

Gregory L. Kozerski

CFP®, CPA, AIFA

President

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

Financial Advisor serving New York and the surrounding communities.

Waterford Advisors LLC

6225 Sheridan Dr, Ste 214
Williamsville, NY 14221
(716) 580-3906

Michael J. Birenbach

CFP®

Owner

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

Financial Advisor serving New York and the surrounding communities.

Orchestral Financial Group Inc.

1404 Sweet Home Rd, Ste 8
Amherst, NY 14228
(716) 691-4288

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

Cynthia E. Zalewsky

CFP®, CIS

CFP, CIS, President

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

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

Saratoga Investment Solutions Inc.

60 Railroad Place, Suite 206
Saratoga Springs, NY 12866
(518) 584-5995

Daniel Limmer

CFP®

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

Financial Advisor serving New York and the surrounding communities.

21 village green dr
Port Jefferson Station, NY 11776
(516) 316-9498
(631) 952-9795

Douglas J. Licari

CFP®,CLU,ChFC,CASL,C

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

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

Blue Ocean Wealth Solutions

2200 Northern Blvd., Ste 200
East Hills, NY 11548
(516) 873-4508

Mary Beth H. Hofmeister

CFP®

Financial Adviser, Registered Representative

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.

Princor Financial Services Corporation

16 Sage Estate, Ste 206
Albany, NY 12204
(518) 462-5645 X4

Pamela Capalad

CFP®

Founder & Financial Planner

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

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

Brunch & Budget

100 Bogart Street
Brooklyn, NY 11206
(917) 615-5190
CONNECT WITH Pamela
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JoAnn Semeraro

CFP®, CSA

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.

North Ridge Securities

North Ridge Wealth Planning, 1895 Walt Whitman Rd
Melville, NY 11747-3031
(631) 420-4242 x 247

George S. Urist

CFP®

President

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

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

Urist Financial & Ret Planning Inc.

5730 Commons Park Drive
East Syracuse, NY 13057
(315) 445-2147
CONNECT WITH George
  • facebook link
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