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James T. Englert

CFP®

Financial Planner

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.

High Falls Advisors, Inc.

180 S. Clinton Avenue, Suite 300
Rochester, NY 14604
(585) 935-8508

Gregg S. Fisher

CFP®, CFA

Founder & Potfolio Manager

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.

Fisher Family Ventures

1120 Avenue of Americas, 4th Fl
New York, NY 10036
(212) 796-0707

Wen Jie Lin

CFP®

Associate

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

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

Brewster Financial Planning

641 President St, Ste 102
Brooklyn, NY 11215
(646) 249-9880

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

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

Lisa A. Kelly

CPA/PFS, CFP®

President

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

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

Federmann Financial Advisors Inc.

745 Route 25A, Ste C
Rocky Point, NY 11778
(631) 981-1904

Robert Wander

CFP®

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

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

Wander Financial Services

500 West 23rd St, Suite 9G
New York, NY 10011
(646) 220-1237

Sallie Mullins Thompson

CFP®, CPA/PFS

Principal

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.

SMT CPA PLLC

100 Bank St, Ste 5F
New York, NY 10014
(212) 243-9126
CONNECT WITH Sallie Mullins
  • facebook link
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Maura Griffin

CFP®, MBA, CDFA

CEO and Principal

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

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

Blue Spark Capital Advisors

130 West 19th St, Suite 8C
New York, NY 10011

Blue Spark Capital Advisors

93 Church St
Lenox, MA 01240
(212) 537-3999
CONNECT WITH Maura
  • facebook link
  • twitter link
  • linkedin link

Robert Braglia

CFP®

President

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.

American Financial & Tax Strategies, Inc

1650 Broadway, Suite 1405, 1650 Broadway, Suite 1405
New York, NY 10019
(212) 315-0345
CONNECT WITH Robert
  • facebook link
  • twitter link
  • youtube link

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

S.E.E.D. Planning Group, 31 Lewis Street, Ste 401
Binghamton, NY 13901

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

3247 Vickery Road
North Syracuse, NY 13212
(607) 217-5091
CONNECT WITH Fred
  • facebook link
  • twitter link
  • linkedin link

Paula F. Derwick

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Fox Financial

487 N Union St
Olean, NY 14760
(716) 373-5904 x112

Robert Friedman

CFP®, CDFA, MBA

Managing Director & Founder

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

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

Central Park Financial Planning

60 East 42nd Street, Suite 4600
New York, NY 10165

Central Park Financial Planning

424 West End Avenue
New York, NY 10024

Central Park Financial Planning

445 Hamilton Ave
White Plains, NY 10601
(212) 653-0638

Scott M. Kahan

CFP®

President/Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Financial Asset Management Corporation

26 South Greeley Ave
Chappaqua, NY 10514
(914) 238-8900

Lawrence D. Sangirardi

CFP®, ChFC®

Personal Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

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

Susan S. Hansen

CFP®CLU,AIF,AEP,ADPA

President

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.

Hansen's Advisory Services

7067 E Genesee St
Fayetteville, NY 13066
(800) 318-9780
(315) 637-5153
CONNECT WITH Susan
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Shelley Fischer

CFP®

Principal

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

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

Shelley Fischer, CFP® Financial Wellness and Life Planning

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

William B. Burns, Jr.

CFP®,CLU,ChFC,REBC,C

CFP

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

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

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830
(607) 937-9282

J. Peter Benet

CFP®, CLU, ChFC

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

Financial Advisor serving New York and the surrounding communities.

Benet Financial (AXA)

1290 Avenue of Americas, 4th Floor
New York, NY 10104
(212) 408-9099

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

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

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

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Peter J. Winnett

CFP®

Vice President

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

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

John G. Ullman & Associates

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

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

Jenifer Lee

CPA, CFP®, MBA

Principal

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

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

4D Tax and Financial Planning, LLC

14 Wall Street, 20th Floor
New York, NY 10005
(917) 755-0516

Ronald I. Posnack

CFP®, CFS, CMFC

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

Financial Advisor serving New York and the surrounding communities.

The Legend Group

PO Box 1626, 18 Bennett Ln
Stony Brook, NY 11790-0889
(631) 987-5700 C#
(631) 689-1920

Kevin M. O'Leary

CFA, CFP®

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

Financial Advisor serving New York and the surrounding communities.

UBS Financial Services, Inc.

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

Paula Osenni

CFP®

CFP

Specialties: Comprehensive Financial Planning, Career Change, Startup, Life Planning, Retirement,...More

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

P.O. Box 4096
Middletown, NY 10941
(866) 341-2988
(845) 291-7001

Jennifer Weber

CFP®

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

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

Weber Asset Management

1983 Marcus Avenue, Suite 221
Lake Success, NY 11042
(516) 326-3299

Marian B. White

CFP®, AIF(R)

Wealth Management Director

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

Financial Advisor serving New York and the surrounding communities.

Birchfield Partners LLC

120 White Plains Rd, Ste 112
Tarrytown, NY 10591
(914) 893-4533

Clarke D. Hedrick

CFP®

President

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

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

Pivotal Financial Services, Inc.

14 Pimlico Drive
Commack, NY 11725
(631) 486-8128

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor

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

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

Alix-Marie Hall, MBA, CFP®

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