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Scott Weiss

CFP®, RICP®, CRPC®

Fee-Only Financial Advisor

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

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

Weiss Financial Group

704 Route 6
Mahopac, NY 10541
(845) 621-4700
CONNECT WITH Scott
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Shawn C. Glogowski

CFP®, EA

Principal

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

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

Note Advisors, LLC

50 Lakefront Boulevard, Suite 215
Buffalo, NY 14202
(716) 256-1682

Douglas A. Boneparth

CFP®, MBA

Financial Advisor | 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.

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
(212) 390-1161
CONNECT WITH Douglas
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Winfred G. Jacob

CFP®

Senior 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.

Level Financial Advisors, Inc.

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(800) 713-3787
+1 More Number
(716) 634-6113

Gwyn-Anne M. Bissonette

CFP®

President/Owner

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.

Curtis & Bissonette, Inc.

PO Box 311, 1992 Saranac Ave, Ste 2
Lake Placid, NY 12946
(518) 523-2443

Gabriel Kaplan

CFP®

Principal

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

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

Wealth Habits

5 Sage Ct
White Plains, NY 10605
+ 1 More Address

Wealth Habits

303 E 83rd Street
New York, NY 00000
(917) 667-2155
CONNECT WITH Gabriel
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Edward Silversmith, Jr.

CFP®, CPWA®

Portfolio 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.

Wealth Enhancement Group

1040 Pittsford Victor Rd
Pittsford, NY 14534
(585) 205-4712
CONNECT WITH Edward
  • linkedin link

Yongyao Zhao

CFP®, ChFC®, RICP®

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

Matt Lechner

CFP®

Financial Planner

Specialties:

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

Layline Advisors

19 Prince St., 3rd Floor
Rochester, NY 14607
(585) 210-9208

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor

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

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

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

Louis Green

CFP®, CFA, CPWA

Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Savvy Wealth

900 Broadway, 2nd Floor
New York, NY 10003
(917) 590-0552
CONNECT WITH Louis
  • linkedin link

Karen C. Altfest

Ph.D. CFP®

Principal Advisor

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.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Karen
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Clifford Michaels

CFP®, MBA

President

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.

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

James G. Westmacott

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Westco Investment Corp

77 Hempstead Ave
Lynbrook, NY 11563

Andrew M. Horowitz

CFP®

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

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

Ameriprise Financial Services, LLC

1174 Veterans Hwy
Hauppauge, NY 11788-4459
(914) 747-4311

David A. Frisch

CPA, PFS, CFP®

President

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road, Suite 215
Melville, NY 11747
+ 2 More Addresses

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

Peter T. Palion

CFP®

President

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

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

Master Plan Advisory, Inc.

873 Oyster Bay Rd
East Norwich, NY 11732
+ 1 More Address

Master Plan Advisory, Inc.

60 E 42nd St
New York, NY 10165
(800) 489-8603
+1 More Number
(516) 538-9333

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

Scott J. McCauley

CFP®

Financial Advisor

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

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

Northwestern Mutual Financial Network

1 Northwestern Blvd
Albany, NY 12211-1008
(518) 690-7913

Ronald I. Posnack

CFP®, CFS, CMFC

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

Financial Advisor serving New York and the surrounding communities.

The Legend Group

PO Box 1626, 18 Bennett Ln
Stony Brook, NY 11790-0889
(631) 987-5700
+1 More Number
(631) 689-1920

Francis X. Becker, Jr.

CFP®,ChFC,CLU

President

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

Financial Advisor serving New York and the surrounding communities.

Becker & Associates Planning Services

42 Winter St
Lynbrook, NY 11563
(516) 823-3194

Daniel R. Cuddy

CFP®, CPA

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.

Cuddy Financial Services

7 William Street
Auburn, NY 13021
(315) 252-3600

Christina Ubl

CFP® CDFA®

Partner

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

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

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901
+ 1 More Address

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
+1 More Number
(518) 561-5707
CONNECT WITH Christina
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Donna L. Cator

CFP®

Relationship Manager

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

Financial Advisor serving New York and the surrounding communities.

Canandaigua National Bank & Trust

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

William Wu

CFP®

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.

Kramer Financial Group

591 Warburton Street, Unit 280
Hastings on Hudson, NY 10706
(917) 970-2499

Todd Dudonis

CFP®

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

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

Private Client Asset Management

401 Franklin AVe, Suite 110
Garden City, NY 11530
(516) 280-4623

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

Scott R. Onofry

CFP®

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.

Onofry Financial Services

17 E Main St, PO Box 812
Port Jervis, NY 12771
(845) 858-1018

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

Jeffrey M. Praino

CFP®, CPWA® CDFA™

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

1250 Pittsford Victor Road, Building 200, Suite 350
Pittsford, NY 14534
(800) 332-0274
+1 More Number
(585) 264-5840