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David G. Urban

CLU,CFP®, CASL

Specialties:

Financial Advisor serving New York and the surrounding communities.

Northwestern Mutual Financial Network

345 Woodcliff Dr, Ste 162
Fairport, NY 14450
(585) 248-4712 Contact Me

Robert M. Schermerhorn

CFP®

Specialties: Asset Allocation, Investment Management, Retirement

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

Saratoga Financial Services

18 Division St, Ste 305
Saratoga Springs, NY 12866
(518) 584-2555 Contact Me

Michael E. Evans

CFP®

Vice President

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

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

M. Griffith Investment Services, Inc.

555 French Rd
New Hartford, NY 13413
(800) 950-1130
(315) 738-4579
Contact Me

Nancy Flint-Budde

CFP®

Sole Prop

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Annuities, Charitable ...More

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

Nancy Flint-Budde CFP

173 Main St, PO Box 718
Salem, NY 12865
(518) 854-3598 Contact Me

Liberatore J. Zagame

MBA, CFP®

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation,...More

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

17 Ashford Dr
Lake Grove, NY 11755-2839
(631) 588-1987 Contact Me

Shawn C. Glogowski

CFP®

Principal

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

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

GCW Capital, LLC

38 Lake St
Hamburg, NY 14075
(716) 256-1682 Contact Me

Hector A. May

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Executive Compensation Planners

20 Squadron Blvd, Ste 600
New City, NY 10956
(845) 638-2525 Contact Me

Marisa Rothstein

J.D., CFP®

Wealth Advisor

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

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

BakerAvenue Wealth Management

55 Thompson St., TH
New York, NY 10012

BakerAvenue Wealth Management

263 Tresser Blvd.
Stamford, CT 06901
(212) 401-2600
CONNECT WITH Marisa
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Philip C. Johnson

CFP®

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

Financial Advisor serving New York and the surrounding communities.

4 Executive Park Dr, No 102
Clifton Park, NY 12065
(518) 383-3581 Contact Me

Luisamaria R. Carlile

CFP®

wealth manager

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

Financial Advisor serving New York and the surrounding communities.

Veris Wealth Partners

17 State ST, Suite 2450
New York, NY 10004
(800) 659-8189
(212) 349-4172
Contact Me

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 Contact Me

Marie Coyle

CFP®, AIF

Financial Consultant

Specialties: Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term...More

Financial Advisor serving New York and the surrounding communities.

Marie Coyle, CFP

51 Hammond Rd
Glen Cove, NY 11542
(516) 671-8054 Contact Me

Vaughn H. Weimer

CFP®

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

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

15 Berrywood Dr
Huntington, NY 11743
(917) 699-1989
CONNECT WITH Vaughn
  • linkedin link
Contact Me

Lee Rosenberg

CFP®

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

Financial Advisor serving New York and the surrounding communities.

American Investment Planners, LLC

500 N Broadway, Ste 260
Jericho, NY 11753-2128
(516) 932-5130 Contact Me

Daniel M. Juechter

CFP®

CEO

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

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

Hunter Financial Advisors, Inc.

120 White Plains Rd, Suite 403
Tarrytown, NY 10591
(914) 366-8000
CONNECT WITH Daniel
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  • twitter link
  • linkedin link
Contact Me

Thomas M. Williams

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Insurance, Retirement...More

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

Colarossi & Williams

One Suffolk Sq, Ste 550
Islandia, NY 11722
(631) 300-4320 Contact Me

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

677 Hart Street
Brooklyn, NY 11221
(510) 364-0865
CONNECT WITH Pamela
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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 Contact Me

Amy Considine

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

TIAA

730 Third Ave, 9th Floor
New York, NY 10017
(973) 964-7777 Contact Me

Gary W. Lofgren

CFP®

Senior Vice President

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

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

Halliday Financial Group

725 Glen Cove Ave
Glen Head, NY 11545-1653
786-1598
(516) 671-1099
Contact Me

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

President & CEO

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

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

Thorley Wealth Management, Inc.

1478 Marsh Rd
Pittsford, NY 14534
(585) 943-0887
CONNECT WITH Elizabeth
  • facebook link
  • twitter link
  • linkedin link
  • youtube link
Contact Me

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 Contact Me

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 Contact Me

Scott A. Ficalora

CFP®

Account Executive

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

Financial Advisor serving New York and the surrounding communities.

Fidelity Investments

37 W Jericho Tpke
Huntington Station, NY 11746

Fidelity Investments

72 Eatons Neck Road
Northport, NY 11768
(800) 526-7252
(631) 424-5342
Contact Me

Kathryn J. Meredith

CFP®

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

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

KM Advisory Services

50 Square Dr, Ste 220
Victor, NY 14564
(585) 381-5900 Contact Me

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 Contact Me

David M. Mysliwiec

CPA/PFS,CFP®,PFS,CSE

Partner

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

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

TM Byxbee Company CPAs

18 Computer Drive East, Ste 101
Albany, NY 12205
(518) 458-2213 x24 Contact Me

Peter D. Prentis

CFP®

Managing Director- Investments

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

Financial Advisor serving New York and the surrounding communities.

Prentis Wealth Management Group of Wells Fargo Advisors

375 Park Avenue, 10th Fl
New York, NY 10152-0002
(212) 214-3350 Contact Me

Milind J. Shah

CFP®

Financial Representative

Specialties: Budget & Debt Management, Attending College, Asset Allocation, Investment Management,...More

Commission Financial Advisor serving New York and the surrounding communities.

Benefit Quest, Inc.

420 Lexington Ave, Ste 2400
New York, NY 10170
(212) 389-7824 Contact Me

Jenifer Lee

CPA, CFP®, MBA

Principal

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

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

4D Tax and Financial Planning, LLC

14 Wall Street, 20th Floor
New York, NY 10005
(917) 755-0516 Contact Me