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Karen C. Altfest

Ph.D. CFP®

Principal Advisor 4.55 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Karen
  • linkedin link

Erika Safran

CFP®

Principal, Wealth Manager 4.71 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

Sebastian Triscari

MBA, CFP®

4.4 Miles

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

Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Genesis Financial Sevices

260 madison ave, floor 17
New York, NY 10016
(212) 856-9000 x129

Nicole Francis

CFP®

3.98 Miles

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

Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Hudson Advisory Group, LLC

276 5th Ave, Rm 405
New York, NY 10001
(212) 777-8393

Dee-Ann R. Fox

CFP®

Principal 3.53 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Dee-Ann R. Fox, CFP

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

Shelley Fischer

CFP®

Principal 2.12 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Career...More

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Independent Financial Planner

233 W 99th St 15B, Ste 15B
New York, NY 10025-5058
(917) 859-4900

Robert E. Paul

CFP®

4.92 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Joel Isaacson & Co., Inc

546 5th Ave, 22th Fl
New York, NY 10036
(212) 302-6300

Jason Hochstadt

CFP®, AIF®

CEO 2 Miles

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

Commission and Fee Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Jedi Management, Inc.

560 Sylvan Ave, Ste 2175
Englewood Cliffs, NJ 07632-3175
(201) 482-0288

Kevin M. O'Leary

CFA, CFP®

4.55 Miles

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

Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

UBS Financial Services, Inc.

1285 Avenue of the Americas, 18th Fl
New York, NY 10019-6031
(212) 713-2525

Gregory Amerkanian

CFP®, CIMA®

Senior Vice President - Wealth Management 2.29 Miles

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

UBS Wealth Management

61 S. Paramus Rd., 4th Floor
Paramus, NJ 07652
(201) 556-2830
CONNECT WITH Gregory
  • linkedin link

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner 4.5 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Luesink Stenstrom Financial

475 Park Ave S, Ste 2100
New York, NY 10016
212-405-1609

Jeffrey L. Birnbaum

CFP®, EA

Financial Planner 2.55 Miles

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

Commission and Fee Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

On Point Financial Group LLC

140 Riverside Drive
New York, NY 10024
(212) 874-1790
CONNECT WITH Jeffrey
  • linkedin link

Marc V. Milic

CFP®

Partner 4.99 Miles

Specialties: Investment Management

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Douglas C. Lane & Associates

885 Second Avenue, 42nd Floor
New York, NY 10017
(212) 262-7670

Carol O'Rourke

CFP®

Partner 4.96 Miles

Specialties: Budget & Debt Management, Attending College, Buying a Home, Asset Allocation, Mutual Funds...More

Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

SHOR Financial Wellness

25 Sutton Place South, Apt 17H
New York, NY 10022
(917) 902-0685

Brian Cummins

CFP®

4.74 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Joel Isaacson & Co, LLC

546 5th Ave, 20th Flr
New York, NY 10036
(212) 302-6300

Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor 4.86 Miles

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

Commission and Fee Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

FutureFWD Advisors

122 E 42nd St, Rm 2215
New York, NY 10168-2297
(646) 378-4570

Kenneth Nuttall

CFP®

Chief investment Officer 4.87 Miles

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

Commission and Fee Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

12 East 49th St, Floor 14
New York, NY 10017
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
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Alina Parizianu

CFP®, RICP®

Financial Planner 1.25 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
CONNECT WITH Alina
  • linkedin link

Madeline I. Noveck

CFP®

4.74 Miles

Specialties:

Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Novos Planning Associates Inc

1040 Park Avenue, Apt 3f
New York, NY 10028
(212) 355-1806

Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal 4.55 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Lewis
  • linkedin link

Kevin J. Donnelly

CFP®

3.43 Miles

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

Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

KJ Donnelly Planning LLC

111 East 85th St, Ste 14C
New York, NY 10028
(212) 996-3535

Richard P. Kass

CFP® AIF

President 4.97 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

Matthew G. Ricks

CFP®

4.18 Miles

Specialties: Comprehensive Financial Planning, Special Needs

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Haystack Financial Planning

233 E 69th St
New York, NY 10021
(917) 409-7878
CONNECT WITH Matthew
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David Rosenstrock

CFP®, MBA

Director 4.16 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Wharton Wealth Planning

3 Columbus Cir, Fl 15
New York, NY 10019-8716
+ 1 More Address

Wharton Wealth Planning

150 Washington Ave
Santa Fe, NM 87501-2038
(646) 450-7021

Ting Wang

CFP®

4.56 Miles

Specialties:

Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, Fl 6
New York, NY 10022-8633
(631) 512-3752

Alexandra Rooney

CFP®

Director - Wealth & Estate Advisory 4.84 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Main Street Research

587 5th Ave, Fl 9
New York, NY 10017-8745
(203) 904-9483
CONNECT WITH Alexandra
  • linkedin link

Michael B. Cooper

CPA/PFS®,CFP®

Private Wealth Advisor 4.96 Miles

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

Commission and Fee Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Amerprise Financial LLC

Ameriprise Financial Services LLC, 530 5th Ave-10th FL.
New York, NY 10036-5114
(917) 472-2669
CONNECT WITH Michael
  • linkedin link

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor 4.52 Miles

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

Commission and Fee Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

Deva Panambur

CFP®, CFA®, EA

3.73 Miles

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

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Sarsi, LLC

25 Ave at Port Imperial, #323
West New York, NJ 07093-8306
+ 1 More Address

Sarsi, LLC

420 Lexington Boulevard
New York, NY 10170
(917) 446-9601
CONNECT WITH Deva
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Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor 4.91 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Edgewater, New Jersey and the surrounding communities.

Frisch Financial Group

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 1 More Address

Frisch Financial Group

445 Broadhollow Rd
Melville, NY 11747-3601
(212) 983-8444