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Michael P. Derrenbacher

CFP®

President

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

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

Lake Grove Tax Preparation and Advisory Services

4 Valmont Court
Lake Grove, NY 11755
(631) 513-5021

Cindy Golub

CFP®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Asset...More

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

G Squared Financial Advisors

180 East Prospect Ave #125, Fourth Floor
Mamaroneck, NY 10543
9142631082

Christopher N. Congema

CFP®

Principal

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.

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747-2507
(631) 923-2486

Paul M. Petrone

CFP®, CPA

Principal

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.

Petrone Financial

67 Burns Pl
Briarcliff Manor, NY 10510-1317
(914) 944-3073

Sandra J. Grinspan

CFP®

Executive VP

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

Financial Advisor serving New York and the surrounding communities.

North Ridge Wealth Planning

1895 Walt Whitman Rd, Ste 6
Melville, NY 11747
(800) 672-2748
(631) 420-4242

Kenneth Nuttall

CFP®

Chief investment Officer

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.

12 East 49th St, Floor 14
New York, NY 10017

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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Shane M. Alsworth

MBA, CFP®, CLU, CIMA

Financial Advisor

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.

Alsworth Capital Management, LLC

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

Winfred G. Jacob

CFP®

Senior 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.

Level Financial Advisors, Inc.

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

Level Financial Advisors, Inc.

1986 Riverview Drive
Wellsville, NY 14895
(800) 713-3787
(716) 634-6113

Leyla Z. Morgillo

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

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

Madison Financial Planning Group

525 Plum Street, Suite 101
Syracuse, NY 13204
(315) 870-3703
CONNECT WITH Leyla
  • facebook link
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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

David A. Lasco

CFP®, CRPC®

Financial Advisor

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

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

Ameriprise Financial

100 Summit Lake Drive, Suite 150
Valhalla, NY 10595
(914) 747-0200
CONNECT WITH David
  • facebook link
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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

Susan Schell

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Generations Planning Group, LLC

2020 Western Avenue
Albany, NY 12203
(518) 387-3100

Brett A. Koeppel

CFP®

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

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

1207 Delaware Avenue, Suite 110
Buffalo, NY 14209-1459
(716) 362-1182
CONNECT WITH Brett
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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

Edward P. Yetsko

CFP®, RMA,AIF, CSRIC

Senior Wealth Advisor, Managing Partner

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.

Aspire Financial Group, LLC

231 Main Street, Suite 3
Vestal, NY 13850
(607) 239-6333
CONNECT WITH Edward
  • facebook link
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Mark Vaimberg

CFP®

Certified Financial Planner

Specialties: Attending College, Estate Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

Mark Vaimberg, CFP

225 Wireless Blvd, Ste 103
Hauppauge, NY 11788-3914
(631) 232-1700

daniel J. collins

CFP®

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

Financial Advisor serving New York and the surrounding communities.

UBS

1285 Avenue of the Americas
New York, NY 10019
(212) 713-2364

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

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
  • linkedin link

Clare M. Stenstrom

CFP®. CeFT®

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

Financial Advisor serving New York and the surrounding communities.

Luesink Stenstrom Financial

475 Park Avenue S, Ste 2100
New York, NY 10016
(212) 405-1609

Robert K. Leitner

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Career...More

Financial Advisor serving New York and the surrounding communities.

Financial Advisory Network

6 Old Ln
Scarsdale, NY 10583
(914) 725-8790
CONNECT WITH Robert
  • linkedin link

Michele A. Sheridan

CFP®

Director

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

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

Robert W. Baird & Co. Incorporated

555 French Road, Building #2
New Hartford, NY 13413
(800) 950-1130
(315) 738-4578
CONNECT WITH Michele
  • linkedin link

Ann L. Herrero

CFP®, CTFA, CDFA™

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

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

Ameriprise

427 Bedford Road
Pleasantville, NY 10570
(914) 413-9995

Arthur Dolega

CFP®

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.

Vision Financial Planning

Vision Financial Planning, 14 Wall Street
New York, NY 10005
(718) 205-2880

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
(631) 689-1920

Anthony V. Mancuso

CFP®ChFC

Financial Advisor

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.

Ameriprise Financial Inc.

113 Main St
Batavia, NY 14020
(800) 847-2332
(585) 343-4551

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

John D. Alex

ChFC, CFP®,CIMA,AIFA

Exceutive Director

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

Financial Advisor serving New York and the surrounding communities.

UBS

1285 Avenue of the Americas
NY, NY 10019
(212) 713-3950

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