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13 Financial Planners near East Norwich, New York
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Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor 2.78 Miles

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

Financial Advisor serving East Norwich, New York and the surrounding communities.

Ameriprise Financial Advisors

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

Ian M. Weinberg

CFP®

Managing Director 3.47 Miles

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

Financial Advisor serving East Norwich, New York and the surrounding communities.

Wealthspire Advisors

400 Broadhollow Road, Suite 301
Melville, NY 11747
(800) 877-7210
+1 More Number
(516) 921-8300
CONNECT WITH Ian
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John Marchisotta, Jr.

CFP®, ChFC, AIFA

Managing Partner 3.97 Miles

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

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

Procyon Partners

225 Broadhollow Rd, Ste 400
Melville, NY 11747
(516) 333-6565

Andrew P. Feldman

CFP®, CLU

2.55 Miles

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

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

Andrew Feldman Associates, Inc.

140 Boardwalk, Unit 604
Longbeach, NY 11561-6928
(516) 750-9722

Charles E. Crystal

CFP®

Senior Vice President 4.21 Miles

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

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

UBS

One Jericho Plaza, Suite 205
Jericho, NY 11753
+ 1 More Address

UBS

68 Davis Rd
Port Washington, NY 11050
(516) 745-8812

Jeffrey R. Silverman

JD, CFP®

2.96 Miles

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

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

6800 Jericho Tpke., Suite 202 West
Syosset, NY 11791
(516) 682-3363

David L. Spiegel

CFP®

Financial Consultant 4.21 Miles

Specialties: Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement

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

Lantern Wealth

75 Fisher Rd
Mahwah, NJ 07430-1565
(516) 521-7599

Marilyn Stefans

CFP®

4.09 Miles

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

Financial Advisor serving East Norwich, New York and the surrounding communities.

137 Woodbury Rd
Woodbury, NY 11797
(516) 692-2744

Howard Ross

CFP®

3.45 Miles

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

Financial Advisor serving East Norwich, New York and the surrounding communities.

12 Ann Dr
Syosset, NY
(516) 358-3861

Gerard Simonelli

CFP®,APMA,CDFA,ChFC

Financial Advisor 4.15 Miles

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

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

Ameriprise Financial Services, LLC

390 N Broadway, Ste 240
Jericho, NY 11753
(516) 231-1000

Scott Laffie

CFP®

2.95 Miles

Specialties:

Financial Advisor serving East Norwich, New York and the surrounding communities.

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

Charles L. Schlapp

CFP®

President 3.6 Miles

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

Financial Advisor serving East Norwich, New York and the surrounding communities.

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753
(516) 939-2789EXT. 101

Raj Prashad

CFP®, EA, ChFC, CLU

3.42 Miles

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

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

Eagle Tax Planning & Advisory Group

38 Ivy Drive
Jericho, NY 11753
+ 1 More Address

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY
CONNECT WITH Raj
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