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Grace B. Ghezzi

CPA, CFP®, CFE, AEP®

OWNER

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

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

GRACE B. GHEZZI CONSULTING, LLC

4617 Setting Sun Terrace
Syracuse, NY 13215
(315) 727-0770

Anja Luesink

MBA CFP® RLP® CeFT®

Owner, Chief Financial Planner

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

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

Luesink Stenstrom Financial

475 Park Ave S, Ste 2100
New York, NY 10016
(917) 913-8200

Michael M. Rundle

CFP®

VP/Portfolio Manager

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

Financial Advisor serving New York and the surrounding communities.

Hudson Valley Investment Advisors

117 Grand St Unit 201, PO Box 268
Goshen, NY 10924
(845) 294-6127

Christina Ubl

CFP® CDFA®

Partner

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

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

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
(518) 561-5707
CONNECT WITH Christina
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Gerard J. Mulligan

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Mulligan & Grote, CPA, PC

8313 247th St
Bellerose, NY 11426-1726
(516) 354-2205

Steven Elwell

CFP®

Chief Investment Officer

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

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

Level Financial Advisors

1412 Sweet Home Road, Ste 7
Buffalo, NY 14226
(716) 634-6113
CONNECT WITH Steven
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Milind J. Shah

CFP®

Financial Representative

Specialties: Budget & Debt Management, Attending College, Asset Allocation, Investment Management,...More

Commission Financial Advisor serving New York and the surrounding communities.

Benefit Quest, Inc.

420 Lexington Ave, Ste 2400
New York, NY 10170
(973) 265-2005

Randy L. Zeigler

CFP®, ChFC, CLU

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

97 W Utica St
Oswego, NY 13126
(315) 342-1227

Heidi G. Clute

CFP®

Managing Partner

Specialties: Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning,...More

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

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
(518) 561-5707
CONNECT WITH Heidi
  • facebook link
  • twitter link
  • linkedin link

Robert Roback, Jr.

CFP®, CFS

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

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

Luther Forest Wealth Advisors, LLC

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

Conor Bryant

CFP®

Financial Advisor

Specialties:

Financial Advisor serving New York and the surrounding communities.

Bryant Asset Management

1280 New Scotland Rd
Slingerlands, NY 12159
(518) 527-0864

Helen M. Carroll

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career...More

Financial Advisor serving New York and the surrounding communities.

Mussett Wealth Management

579 N. Greenbush Rd
North Greenbush, NY 12144
(518) 396-5696

Eric J. Dostal, Esq.

CFP®

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

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

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(608) 416-4395
CONNECT WITH Eric
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Madeline I. Noveck

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Novos Planning Associates Inc

122 e 42nd st, RM 2805
New York, NY 10168
(212) 355-1806

Kevin J. Donnelly

CFP®

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

Financial Advisor serving New York and the surrounding communities.

KJ Donnelly Planning LLC

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

Robert Hernandez

CFP®, MBA

Director

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

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

Main Street Associates Group LLC

37-20 Prince Street, Suite 2a
New York, NY 11354
(866) 506-9336
(866) 506-9336
CONNECT WITH Robert
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Karen B. Meriwether

CFP®

Senior Vice President

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

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785

Scott Sanders

CFP®,CFS,CPA,PFS,CGM

President

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

Commission and Fee Financial Advisor serving 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

Robert A. Imparato, Jr.

CFP®

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

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

R.I.C.H. Planning Group, LLC.

583 Ramona Ave
Staten Island, NY 10309

R.I.C.H. Planning Group, LLC.

583 Ramona Ave
Staten Island, NY 10309

Fred G. Costantino, Jr.

CFP®

Wealth Manager

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

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

S.E.E.D. Planning Group, LLC

3247 Vickery Road
North Syracuse, NY 13212

S.E.E.D. Planning Group, LLC

S.E.E.D. Planning Group
Binghamton, NY 13901
CONNECT WITH Fred
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Mark T. Bryant

CFP® AIF®

CFP, AIF

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

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

Bryant Asset Management

1280 New Scotland Road
Slingerlands, NY 12159-9218
(800) 439-6051
(518) 439-1141

Charles G. Hughes, Jr.

CFP®

Member

Specialties:

Financial Advisor serving New York and the surrounding communities.

C. G. Hughes Company, LLC

21 Maple Ave
Bay Shore, NY 11706-8752
(631) 665-7881

Maxine Johnson

CFP®, MBA

Practitioner

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

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

Foresight Personal Financial Planning LLC

216 Glen Eddy Dr
Niskayuna, NY 12309
(508) 728-9454

Lawrence Heller

CFP®, CPA

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

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

Heller Wealth Management

445 Broadhollow Road, Ste 208
Melville, NY 11747
(631) 293-2806
CONNECT WITH Lawrence
  • facebook link
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Kathleen Bartlow

CFP®, CFS

Chief Operating Officer

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

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

Columbia Ridge Capital Management

520 Columbia Dr, Ste 103
Johnson City, NY 13790

Columbia Ridge Capital Management

8506 Six Forks Road
Raleigh, NC 27615
(866) 731-2726
(607) 584-4141

Timothy P. Graney

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Graney and King

623 New Loudon Rd
Latham, NY 12110
(800) 992-0208
(518) 785-6400 x12

Christopher Kuehne

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Independent Financial Advisors

24 Waterbury Way
Pound Ridge, NY 10576
(914) 764-0367

Robert E. Mathias

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Robert E Mathias

104 Smith Avenue
Mt Kisco, NY 10549
(914) 729-0230

James Buro

CFP®, CFA, ChFC, CPA

President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Wall Street Speaking

666 Shore Road Apt. 5B
Long Beach, NY 11561
(973) 698-6038

Margaret S. Lishnoff

CFP®

Tax Manager

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

Financial Advisor serving New York and the surrounding communities.

281 Little York Rd
Warwick, NY 10990

281 Little York Rd
Warwick, NY 10990
(845) 987-0398