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13 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

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®

Senior Financial Advisor 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

Judith Kalb Beckman

CFP®

Principal 4.32 Miles

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

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

Financial Solutions

2084 Beverly Way
Merrick, NY 11566
(516) 868-9004

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
  • linkedin link

Peter Craig

CFP®

3.85 Miles

Specialties: Comprehensive Financial Planning

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

792 Carman Ave
Westbury, NY 11590-6428
(516) 938-5616
CONNECT WITH Peter
  • facebook link

Michele Welch

CFP®

Private Wealth Advisor 2.49 Miles

Specialties:

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

LPL Financial

400 Post Ave, Suite 101
Westbury, NY 11590
(516) 764-0951