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Joseph R. Brida

CFP®

President

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.

Wealth Conservation Group, Inc.

10 Audubon Gate
Miller Place, NY 11764
(631) 391-2915

Abe I. Shtulsaft

CFP®, MBA, ChFC

Director of Planning

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

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

Lincoln Financial Group

6900 Jericho Turnpike, Ste 101E
Syosset, NY 11791
(516) 682-7542

Robert Wander

CFP®

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.

Wander Financial Services

500 West 23rd St, Apt 9G
New York, NY 10011
(646) 435-6327

Geoffrey B. Sargeant

CFP®

VP - Investment & Trust Consultant

Specialties:

Financial Advisor serving New York and the surrounding communities.

Calamos Wealth Management

610 Fifth Avenue, 7th Floorr
New York, NY 10022
(917) 322-5245

Kobie Thakar

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Retirement, Women's Finances

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

ADV Investment Management

81 Barnard Rd
New Rochelle, NY 10801
(914) 738-6313

Ross F. Mongiardo

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.

1305 Franklin Ave, Ste 208
Garden City, NY 11530
(516) 739-1809

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) 470-3969

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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Conor Bryant

CFP®

Financial Advisor

Specialties:

Financial Advisor serving New York and the surrounding communities.

Bryant Asset Management

1280 New Scotland Rd
Slingerlands, NY 12159
(518) 527-0864

Paul Tramontozzi

CFP®

Wealth 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.

Lob Planning Group

2900 Westchester Ave, Ste 308
Purchase, NY 10577
(914) 428-6440
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Roger Ma

CFP®

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

Financial Advisor serving New York and the surrounding communities.

909 Third Avenue, #7937
New York, NY 10150
(412) 334-3748
CONNECT WITH Roger
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Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal

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.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Lewis
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Anthony Hinds-Fritz

CFP®, ChFC®

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

Evolution Retirement Solutions, LLC

920 Spencer Street
Syracuse, NY 13204
(315) 450-5014

Karen C. Altfest

Ph.D. CFP®

Principal Advisor

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.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Karen
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Vars Smith

CFP®, AWMA®, CLTC

First 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.

Janney Montgomery Scott LLC.

5784 Widewaters Pkwy, Suite 2
Syracuse, NY 13214
(315) 487-5911
CONNECT WITH Vars
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Mark T. Bryant

CFP® AIF®

CFP, AIF

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

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

Bryant Asset Management

1280 New Scotland Road
Slingerlands, NY 12159-9218
(800) 439-6051
(518) 439-1141

Erika Safran

CFP®

Principal, Wealth Manager

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.

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

500 N Broadway, Ste 144
Jericho, NY 11753
(516) 797-7590

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

Stanley Lozinski, III

CFP®, CSA

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

Financial Advisor serving New York and the surrounding communities.

Comprehensive Financial

86 Carleton Ave
East Islip, NY 11730
(631) 952-8600 x11

Paul J. Kutz

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Business Taxes, Estate Planning,...More

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

Kutz & Company Inc.

475 Northern Blvd, Ste 26
Great Neck, NY 11021
(516) 482-1158

Margaret S. Lishnoff

CFP®

Tax Manager

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

Financial Advisor serving New York and the surrounding communities.

281 Little York Rd
Warwick, NY 10990

281 Little York Rd
Warwick, NY 10990
(845) 987-0398

William T. Sullivan

CFP®

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

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

William T Sullivan CFP/LPL

5 Hatfield Ln, Ste 2B
Goshen, NY 10924
(845) 294-0785

Paul M. Schifter

CFP®

MANAGING MEMBER

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.

GS INVESTMENT PLANNING LLC

33 Walt Whitman RD, Suite121
Huntington Station, NY 11746
(631) 271-4070

Anthony F. Rizzuto

CFP®, CLU®, APMA®

President & COO

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

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

Pell Wealth Partners

800 Westchester Avenue, Suite 300
Rye Brook, NY 10573
(914) 417-3243

Ernest Vorpahl

CFP®

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.

East End Financial Group

114 North Main Street
East Hampton, NY 11937
(631) 329-9818

Kathleen Roth

CFP®

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

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

Waterstone Financial Services

10 Office Pkwy, Ste 500
Pittsford, NY 14534
(877) 586-5640
(585) 586-5641

Charles L. Schlapp

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753
(516) 939-2789

Mark A. Carruthers

CFP®

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

Financial Advisor serving New York and the surrounding communities.

43 Friend St
Congers, NY 10920
(845) 429-8248

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
(516) 425-7733
CONNECT WITH Raj
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