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Cheryl M. Taylor

CFP®

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

Financial Advisor serving New York and the surrounding communities.

38 Scenic Cir.
Rochester, NY 14624
(585) 263-3608

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

Rachel Sanborn Lawrence

CFP®

Director of Advisory Services

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation,...More

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

Ellevest

228 Park Ave S, PMB 94934
New York, NY 10003
(844) 355-7100

Ross F. Mongiardo

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.

1305 Franklin Ave, Ste 208
Garden City, NY 11530
(516) 739-1809

John G. Miskey, III

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

6622 Main St, Ste 2
Williamsville, NY 14221
(716) 565-3880

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

Cheryl B. Johnson

CFP®, ChFC

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

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

Ameriprise Financial Services

2024 W Henrietta Rd, Ste 3B
Rochester, NY 14623-1358
(585) 424-1480

Dennis D. Coughlin

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CG Capital

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

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
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Ben Lipschitz

CLU,ChFC,CFP®

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

Financial Advisor serving New York and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

Adam C. Morgan

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.

Novem Group

350 Linden Oaks, Ste 140
Rochester, NY 14625
(585) 348-9537
CONNECT WITH Adam
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Carol J. Sutter

CFP®, ChFC

Financial Advisor

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.

Ameriprise Financial Services, Inc.

2024 W Henrietta Rd, Ste 3B
Rochester, NY 14623
(585) 424-1480

Andrew Friedman

CFP®

Owner

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

Financial Advisor serving New York and the surrounding communities.

AJF Financial Services

708 3rd Ave, Ste 2011
New York, NY 10017
(212) 779-0789

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

Priscilla Baker Jones

CFP®

Managing Director

Specialties: Budget & Debt Management, Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Occam Capital Management, LLC

1303 Marsh Rd, Ste 4
Pittsford, NY 14534
(585) 218-0310

Sharon A. Kiniry

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Mutual Funds,...More

Commission Financial Advisor serving New York and the surrounding communities.

445 Kenmore Ave
Schenectady, NY 12306-2129
(518) 395-9443

Erika Safran

CFP®

Principal, Wealth Manager

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

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

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

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

Cynthia Becher

CFP®

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

Financial Advisor serving New York and the surrounding communities.

CynthiaBecher/Richman Business Managemen

9 EAST PLACE
SUFFERN, NY 10901
(845) 368-1224

Alan H. Cohn

CFP®

Vice President Investments

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

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

Stifel, Nicolaus & Company, Inc.

1393 Veterans Memorial Hwy, Suite 214N
Hauppauge, NY 11788
(866) 706-7771
(631) 360-5719

Ian M. Weinberg

CFP®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Corporate...More

Financial Advisor serving New York and the surrounding communities.

Family Wealth & Pension Management

7600 Jericho Tpke, Ste 403
Woodbury, NY 11797
(800) 877-7210
(516) 921-8300
CONNECT WITH Ian
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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

Master Plan Advisory, Inc.

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

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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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

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

1201 Troy Schenectady Rd, No 120
Latham, NY 12110
(518) 785-4141

William T. Sullivan

CFP®

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.

William T Sullivan CFP/LPL

5 Hatfield Ln, Ste 2B
Goshen, NY 10924
(845) 294-0785

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

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

President & CEO

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

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

Thorley Wealth Management, Inc.

1478 Marsh Rd
Pittsford, NY 14534
(585) 943-0887
CONNECT WITH Elizabeth
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  • youtube link

Grace B. Ghezzi

CPA, CFP®, CFE, AEP®

OWNER

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

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

GRACE B. GHEZZI CONSULTING, LLC

4617 Setting Sun Terrace
Syracuse, NY 13215
(315) 727-0770

Joseph R. Brida

CFP®

President

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.

Wealth Conservation Group, Inc.

10 Audubon Gate
Miller Place, NY 11764
(631) 391-2915