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James T. Englert

CFP®

Financial Planner

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.

High Falls Advisors, Inc.

180 S. Clinton Avenue, Suite 300
Rochester, NY 14604
(585) 935-8508

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

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

23 North Street
Canandaigua, NY 14424
(585) 396-0926

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

Elise Murphy

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning

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

Level Financial Advisors

1412 Sweet Home Road, Ste 7
Buffalo, NY 14226
(716) 634-6113

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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David A. Lasco

CFP®, CRPC®

Financial Advisor

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

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

Ameriprise Financial

100 Summit Lake Drive, Suite 150
Valhalla, NY 10595
(914) 747-0200
CONNECT WITH David
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William E. Bulmer

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

6 Cabriolet Ln
Melville, NY 11747
(800) 895-6076
(631) 367-0196

Charles Lesko, Jr.

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.

Lesko Securities, Inc.

53 Chenango St, Centre Plaza 2nd Fl
Binghamton, NY 13901
(607) 724-2421

Anthony J. Ogorek

CFP®

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

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

Ogorek Wealth Management, LLC

6400 Sheridan Dr, Ste 224
Buffalo, NY 14221
(716) 626-5000

Kevin J. Brady

CFP®

Senior Advisor Associate

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

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

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(608) 416-4395
CONNECT WITH Kevin
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Aaron Lieberman

CFP®

Managing Director

Specialties: Comprehensive Financial Planning

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

Marathon Wealth Management, Inc.

534 Broadhollow Road, Suite 420
Melville, NY 11747
(631) 760-8385
CONNECT WITH Aaron
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Anthony R. Spatafore

CFP®

President

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

ARS Capital Advisors, Inc

500 North Broadway, Ste 139
Jericho, NY 11753
(516) 932-7223

Marian B. White

CFP®, AIF(R)

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

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

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

Maxine Johnson

CFP®, MBA

Practitioner

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.

Foresight Personal Financial Planning LLC

216 Glen Eddy Dr
Niskayuna, NY 12309
(508) 728-9454

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

Doreen J. Haller

CFP®,CRPC

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.

Best Times Financial Planning

Best Times Financial Planning, 345 Woodcliff Dr
Fairport, NY 14450-4210
(585) 504-3600

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

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

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

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

One Jericho Plaza, Suite 205
Jericho, NY 11753

UBS

68 Davis Rd
Port Washington, NY 11050
(516) 745-8812

Mary Beth H. Hofmeister

CFP®

Financial Adviser, Registered Representative

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.

Princor Financial Services Corporation

16 Sage Estate, Ste 206
Albany, NY 12204
(518) 462-5645 X4

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

Olivia A. Mussett

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.

Mussett Wealth Management

579 N Greenbush Rd
Rensselaer, NY 12144
(518) 328-8104
CONNECT WITH Olivia
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Kevin Brady

CFA®, CFP®

Partner

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.

Long Run Wealth Advisors, LLC

55 Barn Rd, Ste 206
Lake Placid, NY 12946-1051
(518) 523-8050
CONNECT WITH Kevin
  • facebook link

Linda G. Sama

CFP®

Financial Advisor

Specialties:

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

FPA of Long Island

RBC Wealth Management, One Jericho Plaza
Jericho, NY 11753
(866) 591-1856
(516) 733-2037

Charles L. Schlapp

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753
(516) 939-2789

Robert Kleinman

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Kleinman Financial Services Inc.

127 Soundview Dr
Port Washington, NY 11050
(516) 944-3643

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 S Greely Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link