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12 Financial Planners near Wellsville, New York
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Sharon A. Kiniry

CFP®

15.95 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Mutual Funds,...More

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

445 Kenmore Ave
Schenectady, NY 12306-2129
(518) 395-9443

Lisa Queeney

CFP®, CRC®

Vice President - Investments 10.95 Miles

Specialties: Investment Management, Long-term Care

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

Morgan Stanley

7 Church St
Gloversville, NY 12078
(518) 752-3188

Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director 12.8 Miles

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

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

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2
Wilton, NY 12831
(518) 725-6111
CONNECT WITH Neal
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A.J. Amato

CFP®

Partner 24.1 Miles

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

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

LPL Financial

80 Wolf Road, Ste 302
Albany, NY 12205
(518) 479-4600

Scott J. McCauley

CFP®

Financial Advisor 23.95 Miles

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

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

Northwestern Mutual Financial Network

1 Northwestern Blvd
Albany, NY 12211-1008
(518) 690-7913

Richard W. Pinder

CFP®

Branch Manager 18.19 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Mutual Funds,...More

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

Lincoln Investment

2668 State Route 7, Ste 31
Cobleskill, NY 12043
(877) 632-8990
+1 More Number
(518) 296-8696

Kerry Mayo

CFA, CFP®

24.91 Miles

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

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

Capital Financial Advisors of New York

10 Maxwell Drive, Suite 104B
Clifton Park, NY 12065
(518) 280-0030

Lynn E. Barnes

CFP®

17.21 Miles

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

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

Kellman Barnes Financial Planning

1473 Erie Blvd, Ste 202
Schenectady, NY 12305-2168
(518) 372-5500

Robert Roback, Jr.

CFP®, CFS

23.41 Miles

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

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

Luther Forest Wealth Advisors, LLC

2715 Route 9, Ste 101
Malta, NY 12020
(866) 649-3258
+1 More Number
(518) 899-5544

Travis Edward Kellman

MSFP,CFP®,CRPC®,EA

CFP 17.44 Miles

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

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

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
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Susan Schell

CFP®

23.24 Miles

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

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

Generations Planning Group, LLC

2020 Western Avenue
Albany, NY 12203
(518) 387-3100

Douglas Kelly

CFP®

23.96 Miles

Specialties: Comprehensive Financial Planning

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

1205 Troy Schenectady Rd
Latham, NY 12110
(518) 464-4401
CONNECT WITH Douglas
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