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Vicki L. Haak

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

PO Box 688
Rhinebeck, NY 12572
(845) 876-1157

Thomas J. Topper

CFP®, ChFC, CLU

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

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

Prudential Financial

5477 Main St
Williamsville, NY 14221
(716) 632-1854

Kenneth R. Cerini

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Cerini & Associates, LLP

3340 Veterans Memorial Hwy
Bohemia, NY 11716

A.J. Amato

CFP®

Partner

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

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

LPL Financial

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

Diana T. Stanis

CFP®

Financial Consultant

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

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

Clarity Financial Management Corp.

7 Carriage Ct
Dix Hills, NY 11746-5800
(631) 897-6094

Daniel R. Cuddy

CFP®, CPA

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

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

Cuddy Financial Services

7 William Street
Auburn, NY 13021
(315) 252-3600

Paul Corr

CPA, PFS, CFP®

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

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

Capital Financial Advisors of NY LLC

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

Edward Downey

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Downey, Haab & Murphy, PLLC

87 Main St, PO Box 663
Millerton, NY 12546
(518) 789-4442

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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James W. Van Metter

CFP®

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

Financial Advisor serving New York and the surrounding communities.

James Van Metter & Associates

81 Pondfield Rd, Ste 4
Bronxville, NY 10708
(914) 793-1213

Christina M. Michalczak

CFP®

Financial Planner

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.

Waterford Advisors LLC

3858 N Buffalo St Ste 2
Orchard Park, NY 14127-1840
(716) 580-3906

Chauncy Young

CFP®

Managing Member

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

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

Sage Financial, LLC

PO Box 426
Fishers, NY 14453
(585) 742-1068

H William Wolfson

CFP®, DC, MS, MPAS

Dr

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

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

131 Parkway Dr N
Commack, NY 11725
(631) 486-2792

Timothy S. Hamilton

CFP®, CIMA®

SVP- Wealth Management Advisor

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

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

Atlas Private Wealth Management

3 Atrium Drive, Ste 265
Albany, NY 12205
(800) 432-7447
(518) 482-5777

Paul J. Coleman, III

CFP®

Financial Advisor

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

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

Level Financial Advisors

1412 Sweet Home Rd, Ste 7
Buffalo, NY 14228-2795

Level Financial Advisors

4535 Southwestern Blvd
Hamburg, NY 14075
(716) 634-6113

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

Anthony Hinds-Fritz

CFP®, ChFC®

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

Evolution Retirement Solutions, LLC

920 Spencer Street
Syracuse, NY 13204
(315) 450-5014

Gerard Simonelli

CFP®,APMA,CDFA, ChFC

Financial Advisor

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.

Ameriprise Financial

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

William E. Bulmer

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

6 Cabriolet Ln
Melville, NY 11747
(800) 895-6076
(631) 367-0196

Paul L. DeLisio

ChFC, CLU, CFP®, MSF

Owner

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving New York and the surrounding communities.

Main Street Financial

PO Box 3625
Kingston, NY 12402-3625
(845) 339-4885

Douglas E. Mollin

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

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

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

Mary E. Fairchild

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

2280 East Avenue
Rochester, NY 14610

David Flores Wilson

CFA, CFP®, CDFA®

Managing Partner

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

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

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
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Leonard F. Valletta

CFP®, MS

CFP

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

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

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205
(518) 786-3300 x227

Jan Pevzner

CFP®

Principal

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

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

Gotham Block, LLC

99 Wall St Ste 439
New York, NY 10005
(212) 729-8001
CONNECT WITH Jan
  • linkedin link

Amy Michaels

CFP®

Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

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

31 Lewis St, Ste 401
Binghamton, NY 13901-3092
(607) 217-5091
CONNECT WITH Amy
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Malachy Vance

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Mr.

PO Box 1821
New York, NY 10163-1821
(973) 652-7737

Kevin Brady

CFA®, CFP®

Partner

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.

Long Run Wealth Advisors, LLC

55 Barn Rd, Ste 206
Lake Placid, NY 12946-1051
(518) 523-8050
CONNECT WITH Kevin
  • facebook link

Anthony J. DeVito

PhD, CFP®

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

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

ADV Investment Management

100 South Bedford Road
Mount Kisco, NY 10549

ADV Investment Management

81 Barnard Rd.
New Rochelle, NY 10801-1301

Ted Stricker

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Bernath & Rosenberg

1024 Broadway
Woodmere, NY 11598-1228

Bernath & Rosenberg

1430 Broadway
New York, NY 10018-3308
(212) 221-1140 X130
CONNECT WITH Ted
  • linkedin link