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10 Financial Planners near Salem, New York
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James Lee

CFP®, CRPC®, AIF®

President 23.93 Miles

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

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

Lee Investment Management

63 Putnam St., Suite 202
Saratoga Springs, NY 12866
(518) 580-0088

Cynthia E. Zalewsky

CFP®, CIS

CFP, CIS, President 24.09 Miles

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

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

Saratoga Investment Solutions Inc.

60 Railroad Place, Suite 206
Saratoga Springs, NY 12866
(518) 584-5995

Jeffrey C. Vahanian

CFP®

24.09 Miles

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate...More

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

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866
(518) 583-0891

Harry Moran

CFP®, AIF®, CeFT®

Owner/Founder 23.75 Miles

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

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

Sustainable Wealth Advisors

112 Spring St, Ste 302
Saratoga Springs, NY 12866-3351
(518) 450-1755
CONNECT WITH Harry
  • linkedin link

Dale L. Mullin

CPA, CFP®

Partner 21.68 Miles

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

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

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

Brian McKenna

CFP®

21.14 Miles

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

Financial Advisor serving Salem, New York and the surrounding communities.

D.B. McKenna & Co., Inc.

207 West Main St
Bennington, VT 05201
(802) 447-1538

James J. Williams

CFP®

CEO & Founder 21.47 Miles

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

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

Williams Financial, LLC

204 Union Street
Bennington, VT 05201
+ 1 More Address

Williams Financial, LLC

28 Clinton St
Saratoga Springs, NY 12866-2143
(866) 986-4469
+1 More Number
(802) 447-9769
CONNECT WITH James
  • linkedin link

Robert Schermerhorn

CFP®

Wealth Advisor 24.06 Miles

Specialties: Asset Allocation, Investment Management, Retirement

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

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
CONNECT WITH Robert
  • facebook link
  • linkedin link

Erik Nero

CFP®, CCFC

Founder & President 21.14 Miles

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

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

First Step Wealth Planning, LLC

96 Cobble Hill Dr
Gansevoort, NY 12831-2523
(518) 893-1592
CONNECT WITH Erik
  • facebook link
  • linkedin link

Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director 22.36 Miles

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

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

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2, Suite #2
Wilton, NY 12831
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
CONNECT WITH Neal
  • linkedin link