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Kenneth Nuttall

CFP®

Chief investment Officer

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.

31 Hudson Yards, 10th Floor, Suite 55
New York, NY 10001

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
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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

Ben Lipschitz

CLU,ChFC,CFP®

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

Financial Advisor serving New York and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

Charles K. Sauberan

CFP®

Member

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

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

Sauberan & Company

PO Box 466
Orchard Park, NY 14127
(716) 439-1265

Edward P. Yetsko

CFP®, RMA,AIF, CSRIC

Senior Wealth Advisor

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

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

AspireQuest Wealth Advisors Group at William Joseph Capital Management, Inc.

PMB 149, 3439 Vestal Pkwy E
Vestal, NY 13850-2147
(877) 870-9939
CONNECT WITH Edward
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Ting Wang

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, Fl 6
New York, NY 10022-8633
(631) 512-3752

Scott Laffie

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

Yongyao Zhao

CFP®, ChFC®, RICP®

CEO

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.

Ocean Producers Group, Inc.

120 Madison St Ste 810
Syracuse, NY 13202
(315) 396-0083

Jason Huang

CFP®, ChFC®, WMCP®

Associate Financial Advisor

Specialties:

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

Oppenheimer & Co, Inc.

888 Veterans Memorial Hwy, Ste 400
Hauppauge, NY 11788
(631) 382-2504

Jon Connell

CFP®, CPWA®

Financial Advisor

Specialties:

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

Edward Jones

2452 US RTE 9, STE 103
MALTA, NY 12020
(518) 899-0156

Harrison Cleve McQuaig

CFP®

Senior Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Rothschild Capital Partners

5 E 82nd St Fl 3
New York, NY 10028
(212) 931-5303

Scott Sanders

CFP®,CFS,CPA,PFS,CGM

President

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

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

Wealth Advisory LTD

175 Broadhollow Rd, Ste 197
Melville, NY 11747
(631) 923-3153
CONNECT WITH Scott
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Judy M. Sescil

CPA/PFS, CFP®

Owner

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

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

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Road
Akron, NY 14001

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Rd
Akron, NY 14001
(716) 542-2616

Eustache Clerveaux

CFP®, CPWA®, EA, MBA

Private Wealth Advisor, Financal Planner, Professor @ NYU, CFP Board Ambassador

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving New York and the surrounding communities.

Fidare Wealth

Vitual
White Plains, NY 10601
CONNECT WITH Eustache
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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

Brian A. King

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Brian A. King, CFP

110-45 Queens Blvd, Apt 406
Forest Hills, NY 11375-5502
(212) 481-3603

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

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

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

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

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

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Laura Fedor Brunetti

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CCR Wealth Management

6 Executive Park Drive, Suite A
Clifton Park, NY 12065
(866) 465-6447
(518) 465-6447

Gregory D. Stewart

CFP®, ChFC, CLU

President

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.

Stewart Advisory Services, Inc.

2205 College Ave
Elmira, NY 14903
(607) 215-4992

David A. Fragomeni

CFP®

President

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.

Fragomeni Financial Management

3257 Route 9, Suite 3
Saratoga Springs, NY 12866
(518) 584-4200

Michael D. Kresh

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Creative Wealth Management LLC

1377 Motor Pkwy, Ste 205
Islandia, NY 11749-5258
(631) 232-9170

Thomas F. Ravert

CFP®

Managing Director

Specialties:

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

Pathway Capital Corp

1 Main Street
Nyack, NY 10960
(845) 376-4035

Larry Luxenberg

CFA, CFP®

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

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

Lexington Avenue Capital Management

10 Rugby Rd
New City, NY 10956
(845) 708-5306

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

180 East Prospect Ave #125, Fourth Floor
Mamaroneck, NY 10543
9142631082

Suzanne Nitzberg

CFP®, CLTC

Certified Financial Planner

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.

15 Squirrel Hill
Roslyn, NY 11576
(917) 754-2379

Thomas M. Williams

CFP® RICP

CFP

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Insurance, Retirement...More

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

Colarossi & Williams

One Suffolk Sq, Ste 550
Islandia, NY 11722
(516) 641-5450

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

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
(631) 420-4242