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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

1 West Ave, #206A
Larchmont, NY 10538
(914) 834-9105

Robert Roback, Jr.

CFP®, CFS

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

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

Luther Forest Wealth Advisors, LLC

2715 Route 9, Ste 101
Malta, NY 12020
(866) 649-3258
(518) 899-5544

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

132 Allens Creek Rd, Suite 205
Rochester, NY 14618
(585) 442-3230

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

311 North Broadway
Upper Nyack, NY 10960

Christopher Street Financial

475 Park Ave S
New York, NY 10016
(800) 262-6644

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

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

Steven Elwell

CFP®

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...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
CONNECT WITH Steven
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Erika Safran

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Cross...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

Gregory P. Alerte

CFP®

Managing Director, CFP® professional

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

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

Premier Heritage, LLC

1000 Woodbury Rd, Ste 300
Woodbury, NY 11797
(631) 385-5347

Shane M. Alsworth

MBA, CFP®, CLU, 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.

Alsworth Capital Management, LLC

4 W Market St, PO Box 283
Corning, NY 14830
(607) 973-2665

Nancy B. Kaye

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, Asset...More

Financial Advisor serving New York and the surrounding communities.

Soundview Financial Service

640 Dune Rd
Westhampton Beach, NY 11978
(800) 736-0166
(516) 767-2594

Harry Moran

CFP®, AIF®

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

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

Sustainable Wealth Advisors

112 Spring St, Ste 302
Saratoga Springs, NY 12866
(800) 404-9056
(518) 450-1755

Michael A. Kirsh

CFP®, CLU, AEP

President

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business...More

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

Kirsh Financial Services, Inc.

277 Park Ave, 43rd Fl
New York, NY 10172
(212) 246-7030

William B. Burns, Jr.

CFP®,CLU,ChFC,REBC,C

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.

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830
(607) 937-9282

John M. Coughlin, Jr.

CFP®, RLP, CLU, AIF

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

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

Coughlin Financial Services, Inc.

178 Myrtle Blvd
Larchmont, NY 10538
(914) 834-1234

Robert E. Paul

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.

Joel Isaacson & Co., Inc

546 5th Ave, 20th Fl
New York, NY 10036
(212) 302-6300

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

Marilyn Stefans

CFP®

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

Financial Advisor serving New York and the surrounding communities.

137 Woodbury Rd
Woodbury, NY 11797
(516) 692-2744

Sharon M. Appelman

CFP®

Vice President

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

Financial Advisor serving New York and the surrounding communities.

Neuberger Berman

1290 Ave of the Americas, 23rd Fl
New York, NY 10104
(212) 476-9889

Anthony F. Papa

CFP®

President

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.

Papa / Englehart Strategic Planning

53 North Park Avenue, Suite 45
Rockville Centre, NY 11570
(516) 536-4436

Leonard F. Valletta

CFP®, MS

CFP

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

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

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205
(518) 786-3300 x227

Anne C. Chernish

CFP®

Owner

Specialties: Comprehensive Financial Planning, Investment Management

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

Anchor Capital Management, LLC

PO Box 7150
Ithaca, NY 14851-7150
(607) 272-0004

James V. McGurren

CPA, CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Next Capital Management LLC

11 Times Square - 15th FL
New York, NY 10036
(212) 433-1108
CONNECT WITH James
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Wen Jie Lin

CFP®

Associate

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

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

Brewster Financial Planning

641 President St, Ste 102
Brooklyn, NY 11215
(646) 249-9880

Steven M. Harty

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

1654 Columbia Turnpike
Castleton, NY 12033
(518) 479-0522

David L. Fadel

MBA, CFP®

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

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

Summit Financial Strategies, Inc.

100 Corporate Pkwy, Ste 314
Amherst, NY 14226-1200
(716) 636-0169

David H. Smalbach

CFP®

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

Financial Advisor serving New York and the surrounding communities.

10 Allen Rd
Rockville Centre, NY 11570-1201
(516) 536-0195

Ben Lipschitz

CLU,ChFC,CFP®

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

Financial Advisor serving New York and the surrounding communities.

Elite Financial Solutions

330 W. 38th St, Ste 901
New York, NY 10018-8456
(866) 819-0700
(212) 819-0700 x5

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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Marguerite Danaher

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Danaher Wealth Management

175 South Wellwood Ave
Lindenhurst, NY 11757
(631) 450-4100