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Ronald L. Plaine

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Retirement, Long...More

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

RLP Financial Management

PO Box 1078
Schenectady, NY 12301-1078
(518) 370-4020

Jason J. Mosher

CFP®

Senior Partner

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

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

Sheppard Mosher Independent Wealth

23 North Street
Canandaigua, NY 14424
(585) 396-0926

Gerard J. Mulligan

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Mulligan & Grote, CPA, PC

8313 247th St
Bellerose, NY 11426-1726
(516) 354-2205

Martin E. Schwartz

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning

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

Merrill Lynch

1325 Franklin Ave
Garden City, NY 11753
(800) 645-8600
(516) 877-8442

Craig S. Clark

CFP®

President

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

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

Clark & Company Wealth Management

12 Norwood Ave
Hamburg, NY 14075
(716) 312-7918

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

Jamie F. Block

CFP®, CPA, MBA

Client Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Mercer Advisors

375 Woodcliff Dr, Ste 1C
Fairport, NY 14450
(585) 442-3230

Sallie Mullins Thompson

CFP®, CPA/PFS

Principal

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.

SMT CPA PLLC

100 Bank St, Ste 5F
New York, NY 10014
(212) 243-9126
CONNECT WITH Sallie Mullins
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Hans-Christian Winkler

CFP®

CERTIFIED FINANCIAL PLANNER(TM)

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

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

Winkler Wealth

1120 Avenue of the Americas, 4th FL
New York, NY 10036
(212) 626-6884

Jeffrey M. Praino

CFP®, CDFA™

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

1250 Pittsford Victor Road, Building 200, Suite 350
Pittsford, NY 14534
(800) 332-0274
(585) 264-5840

Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor

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

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

Bryant Park Wealth Advisors

1501 Broadway, Ste 2900
New York, NY 10036
(646) 378-4570

Travis Edward Kellman

MSFP, CFP®, CRPC®

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.

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
CONNECT WITH Travis
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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

Peter Alcarese

CFP®

Accountant

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

Peter Alcarese, Inc.

8808 151st Ave, Apt P2
Howard Beach, NY 11414-1406
(718) 680-8646

Peter J. Hussey

CFP®

Division Manager - OSJ

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

Financial Advisor serving New York and the surrounding communities.

NEXT Financial Group, Inc

135 Main St
Ravena, NY 12143
(518) 756-4411

Valerie L. Adelman

CFP®, EA, CDFA

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

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

Financial Asset Management Corporation

295 Madison Avenue, 12th floor
New York, NY 10017
(914) 238-8900

Anthony J. Leopizzi

CFP®,CLU,ChFC,CIMA

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

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

Verita Wealth Advisory Group - A private wealth advisory practice of Ameriprise

399 Knollwood Rd, Ste G10
White Plains, NY 10603
(914) 997-7526

Timothy A. Riemer

CFP®, MBA, CLTC

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.

702 Davison Rd
Lockport, NY 14094
(716) 478-4320

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

345 Woodcliff Dr, 2A
Fairport, NY 124450
(585) 350-7203

Steven P. Copeland

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.

Safe Harbor Financial Planning

53 Rossmore Ave
Bronxville, NY 10708
(914) 771-5277

Mark A. Colvin

CFP®,ChFC®,CLU®,CKA

Private Wealth 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.

OakShield Financial Group

5750 Commons Park Dr
East Syracuse, NY 13057
(315) 701-2983
CONNECT WITH Mark
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Edward M. Alt

CFP®

Managing Director

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

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

Advanced Wealth Solutions Group

245 East 93rd St, Apt 17-G
New York, NY 10128
(917) 526-2207

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

Richard P. Jenkins

CFP®

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.

Focused Financial Solutions

6564 Ridings Road
Syracuse, NY 13206
(315) 434-9026

Monroe M. Diefendorf, Jr.

CLU, ChFC, CFP®, CIM

CEO

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

Financial Advisor serving New York and the surrounding communities.

3 Dimensional Wealth Advisory, LLC

152 Forest Ave
Locust Valley, NY 11560
(516) 759-3900 x1005

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

Dean J. Ripley

CFP®

Founder

Specialties:

Financial Advisor serving New York and the surrounding communities.

Ripley, Garlock & Associates FPG

81 State Street, Phoenix
Phoenix, NY 13135
(315) 695-6367

Kevin Brady

CFA®, CFP®

Partner

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.

Long Run Wealth Advisors, LLC

55 Barn Rd, Ste 206
Lake Placid, NY 12946-1051
(518) 523-8050
CONNECT WITH Kevin
  • facebook link

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