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Albert J. DeLorenzo, Jr.

CFP®

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

Financial Advisor serving New York and the surrounding communities.

276 Route 17K
Newburgh, NY 12550-3805
(845) 564-3654

Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

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

Financial Advisor serving New York and the surrounding communities.

Old Castle Financial Advisors

30 VESEY ST, FL 9
New York, NY 10007-4201
(516) 394-2514

Robert M. Florian

CFP®, CLU®, CPA

Owner

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

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

Florian Financial Group LLC

1825 Maple Rd, Ste 240
Williamsville, NY 14221
(716) 810-9590

Judy M. Sescil

CPA/PFS, CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Employee Benefits,...More

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

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Rd
Akron, NY 14001
+ 1 More Address

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Road
Akron, NY 14001
(716) 542-2616

Clifford Michaels

CFP®, MBA

President

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.

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

Thomas M. Rooney

EA, CLU, CFP®

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

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

Rooney, Schmidt and Associates Inc.

101 Hillside Ave, Ste B
Williston Park, NY 11596-2334
(516) 742-5680

Dimitrios G. Franks

CFP®

Regional Managing Consultant

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.

MetLife Resources

26 Cornell Dr S
Commack, NY 11725-2506
(631) 796-5518

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

Peter T. Palion

CFP®

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.

Master Plan Advisory, Inc.

873 Oyster Bay Rd
East Norwich, NY 11732
+ 1 More Address

Master Plan Advisory, Inc.

60 E 42nd St
New York, NY 10165
(800) 489-8603
+1 More Number
(516) 538-9333

Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director

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.

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2
Wilton, NY 12831
(518) 725-6111
CONNECT WITH Neal
  • linkedin link

Scott J. McCauley

CFP®

Financial 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.

Northwestern Mutual Financial Network

1 Northwestern Blvd
Albany, NY 12211-1008
(518) 690-7913

David W. Frederick

CLU, ChFC, CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

PRIME Retirement Asset Mgt., Inc.

3344 Rt 9 N
Poughkeepsie, NY 12601
(845) 454-9000

William R. Collins, IV

CFP®, CPM®, CRPC®

Senior Vice President, Director of Business Strategy

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.

Morgan Stanley Wealth Management

2000 Westchester Avenue, 1NC
Purchase, NY 10577
(914) 225-9984
CONNECT WITH William
  • linkedin link

John F. Tweedy, Jr.

CFP®

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.

Tweedy Financial Services, LLC

26 Huron Rd
Floral Park, NY 11001-4007
(516) 457-3846

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

Maura Griffin

CFP®, MBA

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

31 Hudson Yards, 11th fl
New York, NY 10001
+ 1 More Address

Blue Spark Capital Advisors

321 Main St
Great Barrington, MA 01230
(212) 537-3999
CONNECT WITH Maura
  • facebook link
  • twitter link
  • linkedin link

Jeffrey M. Praino

CFP®, CPWA® CDFA™

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

1250 Pittsford Victor Road, Building 200, Suite 350
Pittsford, NY 14534
(800) 332-0274
+1 More Number
(585) 264-5840

Heidi G. Clute

CFP®

Founder

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
(877) 561-5707
+1 More Number
(518) 561-5707
CONNECT WITH Heidi
  • facebook link
  • twitter link
  • linkedin link

Marie S. Norkett

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.

SageView Advisory Group

6702 Buckley Rd, Suite 105
North Syracuse, NY 13212
(315) 471-2672

Robert Hernandez

CFP®

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.

FinPlannerCFP

35-37 36th St Fl 2
Astoria, NY 11106
(866) 506-9336
+1 More Number
(929) 494-7473
CONNECT WITH Robert
  • facebook link
  • twitter link
  • linkedin link

Lee Rosenberg

CFP®

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

Financial Advisor serving New York and the surrounding communities.

American Investment Planners, LLC

500 N Broadway, Ste 260
Jericho, NY 11753-2128
(516) 932-5130

Mary E. Fairchild

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

2280 East Avenue
Rochester, NY 14610
(585) 461-2280

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

3000Marcus Avenue, 3E10
New Hyde Park, NY 11042
(516) 326-3299

Marian B. White

CFP®, AIF®

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

Dean J. Ripley

CFP®

Founder

Specialties:

Financial Advisor serving New York and the surrounding communities.

GROW Wealth Partners

81 State Street, Phoenix
Phoenix, NY 13135
(315) 695-6367

Yongyao Zhao

CFP®, ChFC®, RICP®

CEO

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.

Ocean Producers Group, Inc.

120 Madison St Ste 810
Syracuse, NY 13202
(315) 396-0083

Matt Lechner

CFP®

Financial Planner

Specialties:

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

Layline Advisors

19 Prince St., 3rd Floor
Rochester, NY 14607
(585) 210-9208

Connie M. Walsh Toler

CFP®

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

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

Adirondack Retirement Strategies

7 Robert Rogers Avenue
Moreau, NY 12828

David Mendels

CFP®, MBA

Managing Director

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

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

DBM Planning, LLC

Grand Central Station, PO Box 4206
New York, NY 10163
(646) 452-3415

Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor

Specialties: Comprehensive Financial Planning

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

Frisch Financial Group

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 1 More Address

Frisch Financial Group

445 Broadhollow Rd
Melville, NY 11747-3601
(212) 983-8444