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Christina Ubl

CFP® CDFA®

Partner

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

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
(518) 561-5707
CONNECT WITH Christina
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Giro Jerry Iadevaia

CFP®

Private Client Advisor

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

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

JPMorgan Chase Bank, N.A

1064 Old Country Rd
Plainvew, NY 11803
(516) 861-4212

Matthew S. Clement

CFP®

President

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.

Emerald Retirement Planning Group, Inc.

18 Liberty Square Mall
Stony Point, NY 10980-2400
(845) 942-8578
CONNECT WITH Matthew
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Sandra J. Grinspan

CFP®

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
(516) 972-6110

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.

Blue Ocean Strategic Capital LLC

333 West Washington St, Suite 220
Syracuse, NY 13202
(315) 471-2672

Alina Parizianu

CFP®

Financial Planner

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.

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
CONNECT WITH Alina
  • linkedin link

Peter Alcarese

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

PETER ALCARESE, CFP LLC

8808 151st Ave, Apt P2
Howard Beach, NY 11414-1406
(718) 848-7200

Richard L. Bergen

CPA, CFP®, PFS

President

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

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

RLB Wealth Planning, Inc.

1325 Franklin Ave, Ste 235
Garden City, NY 11530
(516) 741-1430

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

Pamela Capalad

CFP®

Founder & Financial Planner

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

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

Brunch & Budget

100 Bogart Street
Brooklyn, NY 11206
(917) 615-5359
CONNECT WITH Pamela
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Ted Stricker

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Financial Advisor serving New York and the surrounding communities.

Bernath & Rosenberg

1430 Broadway, 7th Floor
New York, NY 10018-3308

Bernath & Rosenberg

1024 Broadway
Woodmere, NY 11598-1228
(212) 221-1140 X130
CONNECT WITH Ted
  • linkedin link

Ronald Bernstein

CFP®, EA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation,...More

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

305 Melbourne Rd
Great Neck, NY 11021
(516) 384-8772

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, 399 Knollwood Rd Ste G-10
White Plains, NY 10603-1944
(914) 506-4101

Douglas E. Parker

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

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

Sage Rutty & Company

100 Corporate Woods, Ste 300
Rochester, NY 14623
(585) 232-3760

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

Susan Silverman Quigley

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.

American Portfolios Financial Services

8 Yale St
Garden City, NY 11530
(516) 354-3334
CONNECT WITH Susan
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Gregory L. Kozerski

CFP®, CPA, AIFA

President

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

Financial Advisor serving New York and the surrounding communities.

Waterford Advisors LLC

3858 N Buffalo St Ste 2
Orchard Park, NY 14127-1840
(716) 580-3906

Jeffrey M. Golden

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.

Circle Advisers, Inc.

420 Lexington Ave, Suite 1727
New York, NY 10170
(212) 885-4204

James Buro

CFP®, CFA, ChFC, CPA

President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Wall Street Speaking

666 Shore Road Apt. 5B
Long Beach, NY 11561
(973) 698-6038

Kelly C. Lent-Paul

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

Fox Financial

487 N Union St
Olean, NY 14760

Jonathan L. Gassman

CFP®

Director of Planning

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

Financial Advisor serving New York and the surrounding communities.

Gassman Financial Group

9 East 40th St, 5th Fl
New York, NY 10016
(212) 221-7067 x111

Philip J. Capell

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

Piermont Wealth Management Inc.

48 South Service Rd, Ste 102
Melville, NY 11747
(631) 454-1585

Richard K. Colarossi

CFP®, 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.

Colarossi & Williams

One Suffolk Square, Ste 550
Islandia, NY 11749-1504
(631) 300-4320

Jeffrey E. Hahn

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

SC Parker LLC

5892 Main St
Williamsville, NY 14221
(716) 632-6800

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

Timothy D. Atkinson

CFP®

President

Specialties: Investment Management, Employee Benefits, Retirement

Financial Advisor serving New York and the surrounding communities.

Excomp Asset Management

425 BroadHollow Rd, Ste 318
Melville, NY 11747
(631) 465-9670

Paul Corr

CPA, PFS, CFP®

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

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

Capital Financial Advisors of NY LLC

10 Maxwell Drive, Suite 104B
Clifton Park, NY 12065
(518) 280-0030

Peter J. Bazanos

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, LLC

5 Palisades Dr, Executive Woods Ste 320
Albany, NY 12205
(518) 458-7200 x101

Nicholas D'Ambrosio

CFP®

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

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

Horizon Planning, Inc.

250 E 87th St, No 4C
New York, NY 10128
(212) 427-7734