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20 Financial Planners near Dix Hills, New York
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Katherine M. Connors

CFP®

4.32 Miles

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

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

KC Wealth Management LLC

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

Lawrence D. Sangirardi

CFP®, ChFC®

Personal Financial Planner 4.45 Miles

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

Financial Advisor serving Dix Hills, New York and the surrounding communities.

Ameriprise Financial Services, LLC

145 Pinelawn Road, Suite 340N
Melville, NY 11747
(631) 683-5570 x7

David A. Frisch

CPA, PFS, CFP®

President 4.79 Miles

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road, Suite 215
Melville, NY 11747
+ 2 More Addresses

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

Robert Lozzi

CFP®

CERTIFIED FINANCIAL PLANNER Professional 4.42 Miles

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

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

Equitable Advisors

1000 Woodbury Rd, Ste 300
Woodbury, NY 11797
(631) 385-5244

James J. Millington

CFP®

Financial Planner 4.26 Miles

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

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

Landmark Wealth Management

95 Broadhollow Rd, Suite 102
Melville, NY 11747
(631) 470-0765

Timothy D. Atkinson

CFP®

President 4.53 Miles

Specialties: Investment Management, Employee Benefits, Retirement

Financial Advisor serving Dix Hills, New York and the surrounding communities.

Excomp Asset Management

425 BroadHollow Rd, Ste 318
Melville, NY 11747
(631) 465-9670

Paul M. Schifter

CFP®

MANAGING MEMBER 4.36 Miles

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

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

GS INVESTMENT PLANNING LLC

445 Broadhollow Rd, Ste 108
Melville, NY 11747-3618
(631) 271-4070

Brett J. Testerman

CFP®

Account Manager 4.76 Miles

Specialties: Investment Management, Retirement

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

Excomp Asset Management

425 Broadhollow Road, Ste 318
Melville, NY 11747
(631) 465-9670

Dean Stephens

CFP®

4.78 Miles

Specialties:

Financial Advisor serving Dix Hills, New York and the surrounding communities.

3280 SUNRISE HWY STE 393
WANTAGH, NY 11793
(516) 241-3417

Vaughn H. Weimer

CFP®

3.26 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable &...More

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

18 Schoolhouse Rd
East Islip, NY 11730-3608
(917) 699-1989
CONNECT WITH Vaughn
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Joseph M. Favorito

CFP®

Financial Planner & Managing Partner 4.26 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Mutual Funds,...More

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

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747
(631) 930-5336

Moss J. Kaufman

CFP®

4.41 Miles

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

Financial Advisor serving Dix Hills, New York and the surrounding communities.

Network Capital Services, Inc.

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

Christopher N. Congema

CFP®

Principal 4.02 Miles

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

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

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747-2507
(631) 923-2486

Joyce Streithorst

CFP®, CDFA

4.79 Miles

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broad Hollow Rd, Suite 215
Melville, NY 11747
(516) 694-7900

Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor 4.76 Miles

Specialties: Comprehensive Financial Planning

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

Frisch Financial Group

445 Broadhollow Rd, Ste 215
Melville, NY 11747-3601
+ 1 More Address

Frisch Financial Group

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

Elke B. Mariotti

CFP®, CDFA, Realtor

4.43 Miles

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

Financial Advisor serving Dix Hills, New York and the surrounding communities.

Signature Premier Properties

174 Corey Pl
Huntington Station, NY 11746
(631) 523-1077

Aaron Lieberman

CFP®

Managing Director 4.99 Miles

Specialties: Comprehensive Financial Planning

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

Marathon Wealth Management, Inc.

534 Broadhollow Road, Suite 420
Melville, NY 11747
(631) 760-8385
CONNECT WITH Aaron
  • linkedin link

Jonathan D. Stone

CFP®

2.01 Miles

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

Financial Advisor serving Dix Hills, New York and the surrounding communities.

Equitable Advisors

1000 Woodbury Road, Ste 300
Woodbury, NY 11797
(631) 462-6527

Mark Vaimberg

CFP®

Certified Financial Planner 3.78 Miles

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

Financial Advisor serving Dix Hills, New York and the surrounding communities.

Mark Vaimberg, CFP

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

Scott Sanders

CFP®,CFS,CPA,PFS,CGM

President 4.3 Miles

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

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

Wealth Advisory LTD

175 Broadhollow Rd, Ste 197
Melville, NY 11747
(631) 923-3153
CONNECT WITH Scott
  • linkedin link