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Robert Schermerhorn

CFP®

Wealth Advisor

Specialties: Asset Allocation, Investment Management, Retirement

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

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
CONNECT WITH Robert
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Douglas A. Boneparth

CFP®, MBA

Financial Advisor | 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.

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
(212) 390-1161
CONNECT WITH Douglas
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Douglas E. Mollin

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

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

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

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

Kevin Sullivan

CFP®

Partner & Advisor

Specialties:

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

Rialto Wealth Management

126 North Salina St, Suite 330
Syracuse, NY 13202
(315) 992-6507

Justin Belkin

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.

Financial Boss

100 Terminal Drive
Plainview, NY 11803
(631) 888-9109
CONNECT WITH Justin
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Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

38 Ivy Drive
Jericho, NY 11753
+ 1 More Address

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY
CONNECT WITH Raj
  • linkedin link

Charles E. Crystal

CFP®

Senior Vice President

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

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

UBS

68 Davis Rd
Port Washington, NY 11050
+ 1 More Address

UBS

One Jericho Plaza
Jericho, NY 11753
(516) 297-2945

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

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

Sebastian Triscari

MBA, CFP®

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

Financial Advisor serving New York and the surrounding communities.

Genesis Financial Sevices

260 madison ave, floor 17
New York, NY 10016
(212) 856-9000 x129

Anthony Sce, III

CFP®

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

Financial Advisor serving New York and the surrounding communities.

EIFS

515 Johnson Ave, Ste 201
Bohemia, NY 11716-2630
888-EIFSINFO
+1 More Number
(631) 563-8433

Amy Jo Lauber

CFP®

President

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

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

Lauber Financial Planning

3976 Seneca St
West Seneca, NY 14224
(716) 430-1634

Liberatore J. Zagame

MBA, CFP®

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

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

17 Ashford Dr
Lake Grove, NY 11755-2839
(631) 588-1987

Robert Lozzi

CFP®

CERTIFIED FINANCIAL PLANNER Professional

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.

Equitable Advisors

395 N Service Road, Suite 206
Melville, NY 11747
(631) 385-5244

William B. Burns, Jr.

CFP®,CLU,ChFC,REBC,C

CFP

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

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

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830
(607) 937-9282

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

Michael A. Ryan

CFP®

Vice President

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

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

Marshall & Sterling Wealth Advisors

PO Box 3128
Kingston, NY 12402
(845) 554-1046 x2751

Cynthia E. Zalewsky

CFP®, CIS

CFP, CIS, President

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

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

Saratoga Investment Solutions Inc.

60 Railroad Place, Suite 206
Saratoga Springs, NY 12866
(518) 584-5995

Jennifer L. Jurek

CFP®

Registered Representative

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

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

Sgroi Financial

965 Union Rd
Buffalo, NY 14224
(800) 989-6710
+1 More Number
(716) 674-6700

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

Mary Beth H. Hofmeister

CFP®

Financial Advisor and Branch Manager

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.

Sage Financial Associates

930 Albany Shaker Rd, Ste 110
Latham, NY 12110
5184625350 x4

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

Founder & 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.

1571 Monroe Ave.
Rochester, NY 14618
(585) 943-0887
CONNECT WITH Elizabeth
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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

Kenneth J. Graci

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

Financial Advisor serving New York and the surrounding communities.

66 East Blvd
Rochester, NY 14610-1508
(585) 645-5195

Thomas H. Higgins

MS, CFP®

Owner

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.

Higgins Financial Advisors

6819 Pittsford Palmyra Rd, Ste 100
Fairport, NY 14450-3504
(585) 223-2500

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

Peter J. Grogan

CFP®, CLU, AEP

Vice President

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

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

United Capital Wealth Management

726 Exchange St, #912
Buffalo, NY 14210-1484
(716) 332-1960

Christopher R. Cinelli

CFP®

President

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

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

Capital Insights Group of WNY

640 Ellicott Street, Mailbox 10
Buffalo, NY 14203
(716) 309-4109

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
+1 More Number
(631) 420-4242