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12 Financial Planners near Uniondale, New York
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Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

1.66 Miles

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

Financial Advisor serving Uniondale, New York and the surrounding communities.

Old Castle Financial Advisors

30 VESEY ST, FL 9
New York, NY 10007-4201
(516) 394-2514

James G. Westmacott

CFP®

President 4.98 Miles

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

Financial Advisor serving Uniondale, New York and the surrounding communities.

Westco Investment Corp

77 Hempstead Ave
Lynbrook, NY 11563

Anthony N. Maneri

CFP®, ChFC, CLU

Certified Financial Planner 2.02 Miles

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

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

Ameriprise Financial Services, LLC

10055 Yamato Road- Suite 517, Suite 517
Boca Raton, FL 33498
(516) 629-9912

Attahjundwe Obiajulu

CFP®, CLU, CLTC

3.78 Miles

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

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

LPL Financial

Gateway Financial Partners/LPL, 102 Bradhurst Ave.
New York, NY 10039
(516) 334-3900

Susan Silverman Quigley

CFP®

4.75 Miles

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

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

Avantax

8 Yale St
Garden City, NY 11530
(516) 354-3334
CONNECT WITH Susan
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Christopher Zarra

CFP®, ChFC®, CFS®

Private Wealth Advisor 3.86 Miles

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

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

Zarra Wealth Management

400 Post Ave, Ste 101
Westbury, NY 11590-2254
(516) 764-0951
CONNECT WITH Christopher
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Martin E. Schwartz

CFP®

Senior Vice President-Wealth Management 3.33 Miles

Specialties: Comprehensive Financial Planning

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

Merrill Lynch

1325 Franklin Ave
Garden City, NY 11753
(800) 645-8600
+1 More Number
(516) 877-8442

Todd Dudonis

CFP®

2.86 Miles

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

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

Private Client Asset Management

4190 Sunrise Hwy
Massapequa, NY 11758
(516) 280-4623

Erin A. Gibbons

CFP®

Executive Director Wealth Management 3.1 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Uniondale, New York and the surrounding communities.

United Asset Strategies

377 Oak Street, Suite 403
Garden City, NY 11530
(516) 222-0021

Lee Rosenberg

CFP®

4.57 Miles

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

Financial Advisor serving Uniondale, New York and the surrounding communities.

American Investment Planners, LLC

500 N Broadway, Ste 260
Jericho, NY 11753-2128
(516) 932-5130

Kevin P. Hegarty

CFP®, CFA®

Founder 3.46 Miles

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

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

Hegarty Advisors, LLC

1461 Franklin Ave
Garden City, NY 11530
(516) 280-2323
CONNECT WITH Kevin
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Michele Welch

CFP®

Private Wealth Advisor 2.49 Miles

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

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

LPL Financial

400 Post Ave, Suite 101
Westbury, NY 11590
(516) 764-0951
CONNECT WITH Michele
  • linkedin link