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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

Cheryl M. Taylor

CFP®

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

Financial Advisor serving New York and the surrounding communities.

38 Scenic Cir.
Rochester, NY 14624
(585) 263-3608

Gerard J. Mulligan

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Mulligan & Grote, CPA, PC

8313 247th St
Bellerose, NY 11426-1726
(516) 354-2205

Mary E. Stokes

ChFC,CDFA, CFP®

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.

STOKES WEALTH SOLUTIONS

292 Washington Ave Ext 108, PO Box 38011
Albany, NY 12203
(518) 690-0518

Christina M. Michalczak

CFP®

Financial Planner

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.

Waterford Advisors LLC

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

Gayle I. Delfs

CFP®

Registered Representative

Specialties: Budget & Debt Management, Insurance, Life Planning, Retirement, Long-term Care, Women's...More

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

2 Whitlock Court
Somers, NY 10589-4109
(914) 420-4644

Michael V. O'Brien

CFP®

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.

Joel Isaacson & Co., LLC

546 5th Ave, 20th Flr
New York, NY 10036
(212) 302-6300

Cindy Golub

CFP®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Asset...More

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

G Squared Financial Advisors

600 Mamaroneck Avenue, Fourth Floor
Harrison, NY 10528
(914) 263-1082

Timothy S. Hamilton

CFP®, CIMA®

SVP- Wealth Management Advisor

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

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

Atlas Private Wealth Management

3 Atrium Drive, Ste 265
Albany, NY 12205
(800) 432-7447
(518) 482-5777

Travis Edward Kellman

MSFP,CFP®,CRPC®,EA

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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Robert E. Kloss

CFP®, JD

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Attending College, 401(k)/403(b...More

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

ClearPlan Financial Inc.

6470 New Taylor Road
Orchard Park, NY 14127
(716) 312-7424

David Siegfried

CFP®

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

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

Financial Advisor Network, Inc.

1111 Route 110, Ste 359
Farmingdale, NY 11735
(631) 226-9046
CONNECT WITH David
  • linkedin link

Karen B. Meriwether

CFP®

Senior Vice President

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

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785

Anne C. Chernish

CFP®

Owner

Specialties: Comprehensive Financial Planning, Investment Management

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

Anchor Capital Management, LLC

620 Shaffer Rd
Newfield, NY 14867-9743
(607) 272-0004

Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

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

Financial Advisor serving New York and the surrounding communities.

Old Castle Financial Advisors

333 Earle Ovington Blvd, Ste 402
Uniondale, NY 11553
(516) 394-2514

Robert J. Kovacs

CFP®

Financial Advisor

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.

Pioneer Wealth Management

652 Albany Shaker Rd
Albany, NY 12211
(518) 407-7769

Brett H. Schwartz

CFP®

Financial 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.

CAPTRUST

3 Dakota Drive #310
Lake Success, NY 11042

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
(631) 563-8433

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

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

P. James O'Gorman

CPA, CFP®

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

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

O'Gorman Asset Management, Inc.

331 Deer Track Ln
Valley Cottage, NY 10989

David A. Schneider

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.

Schneider Wealth Strategies

340 Madison Avenue, 19th Flr
New York, NY 10173
(800) 461-3283
(212) 924-2290

John Marchisotta, Jr.

CFP®, ChFC, AIFA

Managing Partner

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

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

Pivotal Planning Group, LLC

534 Broadhollow Rd, Ste 300
Melville, NY 11747
(516) 333-6565

Diana T. Stanis

CFP®

Financial Consultant

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Estate Planning,...More

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

Clarity Financial Management Corp.

7 Carriage Ct
Dix Hills, NY 11746-5800
(631) 897-6094

Ronald M. Lojacono

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

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

Richard P. Jenkins

CFP®

Financial Advisor

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.

Focused Financial Solutions

6564 Ridings Road
Syracuse, NY 13206
(315) 434-9026

Jennifer Weber

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.

Weber Asset Management

1983 Marcus Avenue, Suite 221
Lake Success, NY 11042
(516) 326-3299

Malachy Vance

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Mr.

PO Box 1821
New York, NY 10163-1821
(973) 652-7737

John L. Diaz

CFP®

President & Senior Wealth Strategist

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.

Premier Wealth Advisors, LLC

16th Floor 1411 Broadway, 1411 Broadway
New York, NY 10018-3471
(800) 499-4143
(212) 752-4343