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14 Financial Planners near Smithtown, New York
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Katherine M. Connors

CFP®

4.06 Miles

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

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

KC Wealth Management LLC

80 Orville Drive, Suite 100
Bohemia, NY 11716
(631) 256-4680

Nicholas Cava

CFP®

4.88 Miles

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

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

51 McGaw Ave
Lake Grove, NY 11755-2022
(631) 467-2211 x227

Dimitrios G. Franks

CFP®

Regional Managing Consultant 3.13 Miles

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

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

MetLife Resources

26 Cornell Dr S
Commack, NY 11725-2506
(631) 796-5518

Alan H. Cohn

CFP®

Vice President Investments 2.31 Miles

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

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

Stifel, Nicolaus & Company, Inc.

1393 Veterans Memorial Hwy, Suite 214N
Hauppauge, NY 11788
(866) 706-7771
+1 More Number
(631) 360-5719

Liberatore J. Zagame

MBA, CFP®

4.91 Miles

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

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

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

Daniel Limmer

CFP®

2.99 Miles

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

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

21 village green dr
Port Jefferson Station, NY 11776
(516) 316-9498
+1 More Number
(631) 952-9795

Mark A. Badami

CFP®

3.17 Miles

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

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

1393 Veterans Memorial Highway, Suite 307
Hauppauge, NY 11788
15163591945

Moss J. Kaufman

CFP®

3.52 Miles

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

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

Network Capital Services, Inc.

353 Veterans Highway, Ste 210
Commack, NY 11725
(631) 366-1999

Michael D. Kresh

CFP®

2.42 Miles

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

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

Creative Wealth Management LLC

1377 Motor Pkwy, Ste 212
Islandia, NY 11749-5258
(631) 232-9170

Michael P. Derrenbacher

CFP®

President 4.53 Miles

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

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

Lake Grove Tax Preparation and Advisory Services

4 Valmont Court
Lake Grove, NY 11755
(631) 513-5021

Thomas M. Williams

CFP® RICP

CFP 4.31 Miles

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

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

Colarossi & Williams

One Suffolk Sq, Ste 550
Islandia, NY 11722
(516) 641-5450

James Graziano

CFP®

2.81 Miles

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

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

76 Tiffany Court South
Nesconset, NY 11767
(631) 656-8884

Mark Vaimberg

CFP®

Certified Financial Planner 4.48 Miles

Specialties: Attending College, Estate Planning, Investment Management, Employee Benefits, Insurance,...More

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

Mark Vaimberg, CFP

225 Wireless Blvd, Ste 103
Hauppauge, NY 11788-3914
(631) 232-1700

Clarke D. Hedrick

CFP®

President 3.92 Miles

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

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

Pivotal Financial Services, Inc.

6 Springtown Rd
Whitehouse Station, NJ 08889-3346
(908) 349-0094