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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

Alfred S. Russo

CFP®, CPA

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.

350 Old Country Rd, Ste 101
Garden City, NY 11530-1701
(516) 539-1681 Contact Me

Christopher J. Tuttle

CFP®, EA, AEP, ChFC

Certified Financial Planner

Specialties: Banking, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Corporate...More

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

Tuttle Financial Services, LTD.

101 W 23rd Street, Suite 2201
New York, NY 10011
(800) 525-1155
(212) 682-1155
Contact Me

J. Peter Benet

CFP®, CLU, ChFC

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

Financial Advisor serving New York and the surrounding communities.

Benet Financial (AXA)

1290 Avenue of Americas, 4th Floor
New York, NY 10104
(212) 408-9099 Contact Me

Ivy M. Davis

CPA, PFS, 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.

Ivy Davis, CPA, PLLC

48 Quintree Ln
Melville, NY 11747-1826
(631) 385-4465 Contact Me

Brian A. King

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Brian A. King, CFP

110-45 Queens Blvd, Apt 406
Forest Hills, NY 11375-5502
(212) 481-3603 Contact Me

Bud Levy

CFP®

Financial 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.

Nest Egg Advisors, Inc.

330 Motor Pkwy, Ste 305
Hauppauge, NY 11788-5119
(631) 952-2700 Contact Me

Bryan J. Parmley

CFP®, AIF

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.

ENV Financial Services

Cadaret, Grant & Company, 7789 Oswego Rd
Liverpool, NY 13090
(315) 218-1400 Contact Me

Mark Sallinger

CFP®, ADPA®, MBA

Director

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

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

Deutsche Bank Wealth Management

120 N 7th St #4A
Brooklyn, NY 11249
Contact Me

Priscilla Baker Jones

CFP®

Managing Director

Specialties: Budget & Debt Management, Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Occam Capital Management, LLC

1303 Marsh Rd, Ste 4
Pittsford, NY 14534
(585) 218-0310 Contact Me

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor

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

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

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820 Contact Me

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
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Robert E. Mathias

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Interstate Financial Group

104 Smith Ave
Mount Kisco, NY 10549
(914) 729-0230 Contact Me

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 Contact Me

Larry Luxenberg

CFA, CFP®

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

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

Lexington Avenue Capital Management

10 Rugby Rd
New City, NY 10956
(845) 708-5306 Contact Me

Mark D. Kalish

CFP®, APMA, CLTC

Financial 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.

Ameriprise Financial

25 Main St, Ste 3-2
Goshen, NY 10924
(845) 291-7000
CONNECT WITH Mark
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P. James O'Gorman

CPA, CFP®

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

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

O'Gorman Asset Management, Inc.

331 Deer Track Ln
Valley Cottage, NY 10989
Contact Me

Joseph A. Gunther

CFP®

Registered Principal/Branch Manager

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Getting Divorced,...More

Financial Advisor serving New York and the surrounding communities.

The Gunther Group

203 W Dominick ST
Rome, NY 13440
(315) 336-3070 Contact Me

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 Contact Me

Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510
CONNECT WITH Raj
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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 Contact Me

Joseph Lindner

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

LPL

652 Albany Shaker Rd
Albany, NY 12211
(518) 407-7880 Contact Me

Alan R. Mollot

CFP®

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

Financial Advisor serving New York and the surrounding communities.

646 N. French Rd, Suite 9
Buffalo, NY 14228-2100
(716) 691-7121 Contact Me

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
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

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

John D. Alex

ChFC, CFP®,CIMA,AIFA

Exceutive Director

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

Financial Advisor serving New York and the surrounding communities.

UBS

1285 Avenue of the Americas
NY, NY 10019
(212) 713-3950 Contact Me

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

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

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

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670 Contact Me

Donald E. Simmons

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Simmons Capital Group

139 Meyer Rd
Clifton Park, NY 12065
(518) 406-5624 Contact Me

Mark P. Remigio

CFP®

Second Vice President - Wealth Management

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.

UBS

79 Miller Blvd
Syosset, NY 11791-3528
(800) 477-7522
(631) 420-6498
Contact Me