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Jay Freeberg

CFP®, CPA

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

Financial Advisor serving New York and the surrounding communities.

JRF Asset Advisors, LLC

485 Madison Ave, 9th Fl
New York, NY 10022
(516) 622-0024

Christopher Pollard

CFP®

Founder

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

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

Great Path Planning

400 Rella Blvd, Suite 165
Suffern, NY 10901
(845) 397-7284

Nancy Curtin

CFP®, CLTC

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

Thomas R. Huisgen

CFP®

Certified Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

LPL Financial

3200 Niagara Falls Blvd
North Tonawanda, NY 14120
(716) 693-6302

Elise Murphy

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning

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

A.J. Amato

CFP®

Partner

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

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

AJ Amato Wealth Management

4 Springhurst Dr, Ste 212
East Greenbush, NY 12061
(518) 479-4600

Mary Prior

MS, CFP®, CDFA, EA

Specialties: Getting Divorced

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

PO Box 263
Valhalla, NY 10595-1224
(914) 686-8066

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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Angelika Welsh

CFP®, CLU

Financial Consultant

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

Financial Advisor serving New York and the surrounding communities.

M & T Securities

3637 Delaware Ave
Kenmore, NY 14217
(716) 876-8118

Christopher Kuehne

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Independent Financial Advisors

24 Waterbury Way
Pound Ridge, NY 10576
(914) 764-0367

Patricia A. Sargent

CFP®

Certified Financial Planner

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

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

MetLife

6500 sheridan dr., Ste 300
williamsville, NY 14221

Kenneth R. Greenblatt

CFP®

Vice President/Financial Planning

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

Financial Advisor serving New York and the surrounding communities.

Kenneth R. Greenblatt

100 Crossways Park Drive West, Suite 214
Woodbury, NY 11797
(516) 364-4022

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

Sara Stanich

CFP®, CDFA, MBA

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.

The Stanich Group

41 Schermerhorn St, #147
Brooklyn, NY 11201
(646) 693-7451
CONNECT WITH Sara
  • twitter link
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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

Joan D. Siegel

CFP®

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

Financial Advisor serving New York and the surrounding communities.

212-45 26th Ave, Ste 5
Bayside, NY 11360
(718) 423-7020

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

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

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

Vivian M. Derrickson

CFP®, CLU,ADPA

Financial Advisor retired

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

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

5080 Brockway Lane
Fayetteville, NY 13066
(315) 446-2774

Rene R. Farrington

CFP®

Financial Consultant

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

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

Rosemont Financial Group

18 Corporate Woods Blvd, 2nd Fl.
Albany, NY 12211
(518) 621-7173

Mark D. Daviau

CFP®, ChFC, AEP

Financial Planner

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.

MassMutual New York State

8378 Seneca Turnpike, Suite 2
New Hartford, NY 13413
(315) 941-5406

Ron J. Berkowitz

CFP®, CPA/PFS

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

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

Westchester Financial Advisors

220 White Plains Road, Suite 425
Tarrytown, NY 10591
(914) 909-1523

Christopher Zarra

CFP®, ChFC®, CFS®

Private Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

119 N Park Ave, Ste 307
Rockville Centre, NY 11570
(516) 764-0951

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

Jennifer Hatch

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Christopher Street Financial

475 Park Ave S, Ste 2100
New York, NY 10016

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
(800) 262-6644
(212) 405-1605

Salvatore Bocchimuzzo

CFP®

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

Financial Advisor serving New York and the surrounding communities.

MHV Investment & Retirement Center, 1099 Morton Blvd.
Kingston, NY 12401
(800) 451-8373 x3149
(845) 336-4444 x3149

Christopher N. Congema

CFP®

Principal

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

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

Landmark Wealth Management, LLC

900 Walt Whitman Rd, Ste 208
Melville, NY 11747
(631) 923-2486

Gary E. Winnick

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

1550 Vestal Pkwy E, Ste 2
Vestal, NY 13850-1819
(518) 581-8181

Charles K. Sauberan

CFP®

Member

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

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

Sauberan & Company

PO Box 466
Orchard Park, NY 14127
(716) 439-1265