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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

Peter T. Palion

CFP®

President

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.

Master Plan Advisory, Inc.

584 Bellmore Ave
East Meadow, NY 11554

Master Plan Advisory, Inc.

60 E 42nd St
New York, NY 10165
(800) 489-8603
(516) 538-9333

Paul L. DeLisio

ChFC, CLU, CFP®, MSF

Owner

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving New York and the surrounding communities.

Main Street Financial

PO Box 3625
Kingston, NY 12402-3625
(845) 339-4885

Stacy Francis

CFP®, CDFA, CES

CEO & President

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

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008
CONNECT WITH Stacy
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Adam P. Kozak

CFP®

Founding Partner

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

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

KPL Financial Group

475 White Plains Rd, Ste 28
Eastchester, NY 10709
(914) 222-9695

Sarah Creath

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.

BCK Partners, Inc.

27 East Market St.
Corning, NY 14830
(607) 654-1182

Mark T. Bryant

CFP® AIF®

CFP, AIF

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

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

Bryant Asset Management

1280 New Scotland Road
Slingerlands, NY 12159-9218
(800) 439-6051
(518) 439-1141

Timothy S. Hamilton

CFP®, CIMA®

VP- Wealth Management Advisor

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

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

Atlas Private Wealth Management

3 Atrium Drive, Ste 265
Albany, NY 12205
(800) 325-4693
(518) 482-5777

Michael P. Derrenbacher

CFP®

President

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

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

Lake Grove Tax Preparation and Advisory Services

4 Valmont Court
Lake Grove, NY 11755
(631) 513-5021

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 Silverman 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
(516) 354-3334
CONNECT WITH Susan
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Jonathan D. Stone

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Axa Advisors

1776 E Jericho Tpke, Ste 1
Huntington, NY 11743-5764
(631) 462-6527

Tracey Breaux

CFP®, CWS®

Vice President- Financial Consultant

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.

Charles Schwab

44 Wall Street
New York, NY 10005
(212) 232-3252

Robert Kleinman

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Kleinman Financial Services Inc.

127 Soundview Dr
Port Washington, NY 11050
(516) 944-3643

Mathew S. Hill

CFP®, ChFC

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

10 Church Street
Alfred, NY 14802

Ameriprise Financial Services, Inc.

2290 East Avenue
Rochester, NY 14610

Brett A. Koeppel

CFP®

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

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

Merrill Lynch

6245 Sheridan Drive Suite 300
Buffalo, NY 14221
(716) 635-4368
CONNECT WITH Brett
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Walter Klisiwecz

MBA, CFP®

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

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

Albany Financial Group

80 Wolf Rd
Albany, NY 12205

Erika Safran

CFP®

Principal, Wealth Manager

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.

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

John E. Baringer, Jr.

CFP®

Certified Financial Planner

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.

Ameriprise Financial Services, Inc.

25 Clinton Ave
Cortland, NY 13045
(800) 753-6785
(607) 753-6785

Daniel N. Saxe

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Daniel N Saxe Income Tax, Inc.

500 Bi-County Blvd, Suite 202N
Farmingdale, NY 11735
(631) 390-4380

Richard K. Schroeder

CFP®

Executive Vice President

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

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

Level Financial Advisors

1412 Sweet Home Road, Ste 7
Buffalo, NY 14226
(716) 634-6113

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

Leonard B. Comberiate

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Strategic Financial Planning

1010 Eagle Bay Dr
Ossining, NY 10562-2358
(914) 762-5241

John R. Cortapasso

CFP®

Managing Director

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

Financial Advisor serving New York and the surrounding communities.

John Cortapasso

Janney Montgomery Scott, 1001 Franklin Ave
Garden City, NY 11530
(516) 535-3415

Theodore J. Sarenski

CFP®, CPA/PFS, AEP

President/CEO

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 W Washington St, Ste 220
Syracuse, NY 13202
(315) 471-2672
CONNECT WITH Theodore
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Moshe Cysner

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Cysner Financial Services

105 Calvert St, Ste 202
Harrison, NY 10528
(914) 670-0020

Daniel P. Hazewski

CFP®, CLU, ChFC

Managing Partner

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

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

Legacy Planning Partners

510 Glen St
Glens Falls, NY 12801
(877) 825-3517
(518) 798-6688

Raymond N. Bergen

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.

Securities America, Inc.

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829
(718) 896-4829

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

Ronald I. Posnack

CFP®, CFS, CMFC

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

Financial Advisor serving New York and the surrounding communities.

The Legend Group

PO Box 1626, 18 Bennett Ln
Stony Brook, NY 11790-0889
(631) 987-5700 C#
(631) 689-1920