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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

Gregg S. Fisher

CFP®, CFA

Founder & Potfolio Manager

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.

Fisher Family Ventures

1120 Avenue of Americas, 4th Fl
New York, NY 10036
(212) 796-0707

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.

2290 East Avenue
Rochester, NY 14610

Ameriprise Financial Services, Inc.

10 Church Street
Alfred, NY 14802
(585) 256-3715

Dale L. Mullin

CPA, CFP®

Partner

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.

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

Martin E. Schwartz

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning

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

Merrill Lynch

1325 Franklin Ave
Garden City, NY 11753
(800) 645-8600
(516) 877-8442

Anthony Baldi

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Adv

8310 Wehrle Dr
Williamsville, NY 14221
(716) 626-3296 x212

Kenneth R. Greenblatt

CFP®

Vice President/Financial Planning

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

Financial Advisor serving New York and the surrounding communities.

Kenneth R. Greenblatt

100 Crossways Park Drive West, Suite 214
Woodbury, NY 11797
(516) 364-4022

William C. Jerome

CFP®

Founder

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

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

Capital Financial Services, LLC

133 Saratoga Rd, Professional Bldg
Glenville, NY 12302-4108
(518) 399-3903

Kevin Newman

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Newman & Associates

PO Box 1259
Clifton Park, NY 12065
(518) 209-4901

Travis Edward Kellman

MSFP, CFP®, CRPC®

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.

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
CONNECT WITH Travis
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Gwyn-Anne M. Bissonette

CFP®

President/Owner

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

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

Curtis & Bissonette, Inc.

PO Box 311
Lake Placid, NY 12946
(518) 523-2443

Anthony J. DeVito

PhD, CFP®

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

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

ADV Investment Management

81 Barnard Rd.
New Rochelle, NY 10801-1301

ADV Investment Management

100 South Bedford Road
Mount Kisco, NY 10549
(914) 738-6313

Lauren M. Furst

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Retirement

Financial Advisor serving New York and the surrounding communities.

Pathways To Wealth, LLC

106 Schoolhouse Ln
Roslyn Heights, NY 11577
(516) 626-2403

Charles G. Hughes, Jr.

CFP®

Member

Specialties:

Financial Advisor serving New York and the surrounding communities.

C. G. Hughes Company, LLC

21 Maple Ave
Bay Shore, NY 11706-8752
(631) 665-7881

Thomas A. Hutson

CFP®

Partner

Specialties: Arbitration & Mediation, Getting Divorced, Succession Planning

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

BST & Co. CPAs, LLP

712 Wasentha Way
Slingerlands, NY 12159
(800) 724-6700
(518) 459-6700 x316
CONNECT WITH Thomas
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Valerie L. Adelman

CFP®, EA, CDFA

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

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

Financial Asset Management Corporation

295 Madison Avenue, 12th floor
New York, NY 10017
(914) 238-8900

Timothy A. Riemer

CFP®, MBA, CLTC

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 Services, Inc.

702 Davison Rd
Lockport, NY 14094
(716) 478-4320

Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510
(718) 441-7011
CONNECT WITH Raj
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Nan P. Bailey

CFP®, AIF®

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

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

NPB Wealth Management

56 Sherwood Dr
Larchmont, NY 10538
(914) 834-9105

Beth Ann Prudence

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

130 E. Seneca St, Suite 500
Ithaca, NY 14850
(607) 274-8521

Jean-Louis G. Tassart

CFP®

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

Financial Advisor serving New York and the surrounding communities.

ICMA-RC

20 W 84th St, Apt 8B
New York, NY 10024
(917) 887-3293

Catherine Conheady

CFP®

Financial Planner

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

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

Apropos Financial Planning

8 Birchstone Hill Rd
Rush, NY 14543-9744
(585) 533-1950

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

Eduard D. Yankovich

CPA, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Retirement

Financial Advisor serving New York and the surrounding communities.

Monroe Capital, LLC

1436 E 15th St
Brooklyn, NY 11230
(212) 845-5041

Francis X. Becker, Jr.

CFP®,ChFC,CLU

President

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

Financial Advisor serving New York and the surrounding communities.

Becker & Associates Planning Services

42 Winter St
Lynbrook, NY 11563
(516) 823-3194

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

David Flores Wilson

CFA, CFP®, CDFA®

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.

Watts Capital Partners

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
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Jon L. Ten Haagen

CFP®

CEO Founder

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

Financial Advisor serving New York and the surrounding communities.

Ten Haagen Financial Group

191 New York Avenue, Suite 1 & 2
Huntington, NY 11743
(631) 425-1966

Leonard F. Valletta

CFP®, MS

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.

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205
(518) 786-3300 x227

Viktoria Kamin

CFP®

Principal & Senior Financial Planner

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

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

Financial Asset Management Corporation

295 Madison Ave, 12th Floor
New York, NY 10017

Financial Asset Management Corporation

26 South Greeley Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link