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Michael E. Evans

CFP®

Vice President

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

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

M. Griffith Investment Services, Inc.

555 French Rd
New Hartford, NY 13413
(800) 950-1130
(315) 738-4579

Deborah M. Lee-Tsai

CFP®, EA

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.

Hudson Heritage Captial Management

20 Baltic Place, Suite 2
Croton On Hudson, NY 10520
(914) 271-8102

Ann K. Griffin

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.

143 Ruxton Road
Mount Kisco, NY 10549

143 Ruxton Rd
Mount Kisco, NY 10549
(914) 649-3338

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
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Erin A. Gibbons

CFP®

Senior Financial Advisor

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

Paul L. DeLisio

ChFC, CLU, CFP®, MSF

Owner

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving New York and the surrounding communities.

Main Street Financial

PO Box 3625
Kingston, NY 12402-3625
(845) 339-4885

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

Corrado Dell'Aglio

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

1 Suburban Pl
Elmsford, NY 10523-3816
(914) 747-0200 x318

Mark L. Jacobson

CFP®, MBA

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

Ameriprise Financial Services, 520 White Plains Road
Tarrytown, NY 10591
(914) 506-4101

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 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

James McGurren

CPA, CFP®

Principal/Managing Director

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

Financial Advisor serving New York and the surrounding communities.

Simon Quick Advisors, LLC

1225 Franklin Ave, Ste 325
Garden City, NY 11530-1693
(646) 668-3522
CONNECT WITH James
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James G. Westmacott

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Westco Investment Corp

77 Hempstead Ave
Lynbrook, NY 11563

Barbara B. Markell

CFP®

Account Executive

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, Inc

20 E Market St
Rhinebeck, NY 12572
(866) 819-5046
(845) 876-4499

Anthony S. Lesica

CFP®

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

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

Ameriprise Financial

800 Westchester Ave, Ste S508
Rye Brook, NY 10573
(914) 253-0880

Gary A. Grossman

CPA, CFP®

Retired

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

Financial Advisor serving New York and the surrounding communities.

Grossman St. Amour CPAs PLLC

7101 Henderson Rd
Jamesville, NY 13078-9526
(315) 506-5984

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

James Lee

CFP®, CRPC™, AIF®

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.

Lee Investment Management

63 Putnam St., Suite 202
Saratoga Springs, NY 12866
(518) 580-0088

Laura Fedor

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Empire Asset Management Group

6 Executive Park Drive, Suite A
Clifton Park, NY 12065
(866) 465-6447
(518) 465-6447

Lisa Queeney

CFP®, CRC®

Vice President - Investments

Specialties: Investment Management, Long-term Care

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

Morgan Stanley

7 Church St
Gloversville, NY 12078
(518) 752-3188

Kenneth R. Cerini

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Cerini & Associates, LLP

3340 Veterans Memorial Hwy
Bohemia, NY 11716

Charles L. Failla

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.

Sovereign Financial Group, Inc.

The Chrysler Building, 405 Lexington Avenue
New York, NY 10174
(888) 765-8180
(212) 922-1402
CONNECT WITH Charles
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Christopher Zarra

CFP®, ChFC®, CFS®

Private Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

1600 Stewart Ave, Ste 303
Westbury, NY 11590
(516) 764-0951
CONNECT WITH Christopher
  • facebook link
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Andrew P. Feldman

CFP®, CLU

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

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

Andrew Feldman Associates, Inc.

46 Orchard Drive
Woodbury, NY 11797
(516) 750-9722

James J. Millington

CFP®

Financial Planner

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

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

Landmark Wealth Management

95 Broadhollow Rd, Suite 102
Melville, NY 11747
(631) 470-0765

Douglas J. Licari

CFP®,CLU,ChFC,CASL,C

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

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

Blue Ocean Wealth Solutions

2200 Northern Blvd., Ste 200
East Hills, NY 11548
(516) 695-3123

Susan L. Murphy

CFP®

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

Commission Financial Advisor serving New York and the surrounding communities.

Merrill Lynch

2649 South Rd, Suite 210
Poughkeepsie, NY 12601-6844
(845) 431-2222

Victoria L. Fillet-Konrad

CFP®

Financial Planning Advisor

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

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

Roosevelt Wealth Management

570 Lexington Avenue, Suite 1800
New York, NY 10022
(646) 452-6731
CONNECT WITH Victoria
  • facebook link
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  • linkedin link

Jason J. Mosher

CFP®

Senior Partner

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.

Sheppard Mosher Independent Wealth

2525 Rt. 332
Canandaigua, NY 14424
(585) 396-0926

Mathew S. Hill

CFP®, ChFC

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

10 Church Street
Alfred, NY 14802

Ameriprise Financial Services, Inc.

2290 East Avenue
Rochester, NY 14610