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Karen C. Altfest

Ph.D. CFP®

Principal Advisor

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

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

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Karen
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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 S Greely Ave
Chappaqua, NY 10514
(914) 238-8900

Mark D. Daviau

CFP®, ChFC, AEP,RFC

Financial Planner

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.

MassMutual New York State

555 French Rd, Suite 202
New Hartford, NY 13413
(315) 734-3635
CONNECT WITH Mark
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Charles E. Scott Brewster

CFP®, MBA, EA

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

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

Brewster Financial Planning LLC

641 President St, Ste 102
Brooklyn, NY 11215-1118
(646) 249-9880

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

Rebecca A. Lerner

CFP®,CRPC

Managing Director

Specialties:

Financial Advisor serving New York and the surrounding communities.

Merrill Lynch

225 Liberty Street, 40th Floor
New York, NY 10281
(212) 236-5583

John Marchisotta, Jr.

CFP®, ChFC, AIFA

Managing Partner

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

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

Procyon Partners

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

Mark A. Colvin

CFP®,ChFC®,CLU®,CKA

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.

OakShield Financial Group

5750 Commons Park Dr
East Syracuse, NY 13057
(315) 701-2983
CONNECT WITH Mark
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John G. Gigliello

CFP®, AIF, EA, MBA

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.

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205-2608
(518) 786-3300

Ronald M. Lojacono

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management, LLC

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

Marc V. Milic

CFP®

Partner

Specialties: Investment Management

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

Douglas C. Lane & Associates

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

Todd Dudonis

CFP®

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

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

Private Client Asset Management

4190 Sunrise Hwy
Massapequa, NY 11758
(516) 280-4623

Mark E. Johnson

CFP®

CEO

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

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

MEJ Wealth Advisors LLC

208-10 Cross Island Pkwy, #524
Bayside, NY 11360
(718) 225-4975

Amanda L. Herrick Smith

CFP®

Senior Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

John G. Ullman & Associates, Inc., PO Box 1424
Corning, NY 14830
(607) 936-3785

Bryan J. Parmley

CFP®, AIF

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

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

Financial Visions Group

Cadaret Grant & Company, 7240B Lakeshore Rd
Cicero, NY 13039-8701
(315) 218-1400

Michael Powsner

CFP®,CPA/PFS

Founder

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.

Upstart Wealth Management

745 5th avenue, #500
New York, NY 10151
(415) 549-0646

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
+1 More Number
(518) 899-5544

Joseph Lindner

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

LPL

652 Albany Shaker Rd
Albany, NY 12211
(518) 730-3140

Kristopher Venne

CFP®

Director of Wealth Management

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

Ritholtz Wealth Management

24 W. 40th
New York, NY 10018
(212) 625-1200

Shane M. Alsworth

MBA, CFP®, CLU, CIMA

Financial Advisor

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

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

Alsworth Capital Management, LLC

4 W Market St, PO Box 283
Corning, NY 14830
(607) 973-2665

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
(646) 277-3621
CONNECT WITH Eric
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Erin A. Gibbons

CFP®

Executive Director Wealth Management

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

Financial Advisor serving New York and the surrounding communities.

United Asset Strategies

377 Oak Street, Suite 403
Garden City, NY 11530
(516) 222-0021

Christopher C. Giambrone

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CG Capital

139 Genesee Street
New Hartford, NY 13413
(315) 765-6032

Paul Pombo

CFP®, CPA

President

Specialties: Budget & Debt Management, Business Taxes, Corporate Finance, Estate Planning

Financial Advisor serving New York and the surrounding communities.

Paul Pombo CPA, PC

968 Thompson Dr
West Bay Shore, NY 11706
(631) 669-8074

Robert Gargiulo

CFP®

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.

324 S Wellwood Ave
Lindenhurst, NY 11757-4905
(516) 254-5486

Dan Kresh

CFP®

Financial Advisor

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

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

Creative Wealth Management, LLC

1377 Motor Pkwy, Ste 205
Islandia, NY 11749-5258
(631) 232-9170

Robert Kleinman

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Kleinman Financial Services Inc.

127 Soundview Dr
Port Washington, NY 11050

Dennis D. Coughlin

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CG Capital

139 Genesee St
New Hartford, NY 13413-2218
+ 1 More Address

CG Capital

139 Genesee Street
New Hartford, NY 13413

Eustache Clerveaux

CFP®, CPWA®, EA, MBA

Private Wealth Advisor, Financal Planner, Professor @ NYU, CFP Board Ambassador

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving New York and the surrounding communities.

Fidare Wealth

Vitual
White Plains, NY 10601
CONNECT WITH Eustache
  • twitter link
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Christopher J. Haigh

CFP®, RICP, DACFP

CEO

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

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

Iconoclastic Capital Management

17 Prince St
Rochester, NY 14607
+ 1 More Address

Iconoclastic Capital Management

26 Court St
Brooklyn, NY 11242
(585) 248-4722
+1 More Number
(585) 504-1616
CONNECT WITH Christopher
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