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Heidi G. Clute

CFP®

Founder

Specialties: Asset Allocation, Estate Planning, Investment Management, Insurance, Life 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 Heidi
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Marie S. Norkett

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.

SageView Advisory Group

6702 Buckley Rd, Suite 105
North Syracuse, NY 13212
(315) 471-2672

Michael J. Emser

CFP®

CERTIFIED FINANCIAL PLANNER professional

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

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

2306 Wehrle Dr
Williamsville, NY 14221
(716) 633-1999

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

Aaron Lieberman

CFP®

Managing Director

Specialties: Comprehensive Financial Planning

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

Marathon Wealth Management, Inc.

534 Broadhollow Road, Suite 420
Melville, NY 11747
(631) 760-8385
CONNECT WITH Aaron
  • linkedin link

Mary E. Fairchild

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

2280 East Avenue
Rochester, NY 14610
(585) 461-2280

Edward P. Yetsko

CFP®, RMA,AIF, CSRIC

Senior Wealth Advisor, Managing Partner

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.

Aspire Financial Group, LLC

231 Main Street, Suite 3
Vestal, NY 13850
(607) 239-6333
CONNECT WITH Edward
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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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Scott Townsend

CFP®

Associate Advisor

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

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

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785
CONNECT WITH Scott
  • linkedin link

Mark A. Cirelli

MBA, CPA, PFS, CFP®

Prresident

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.

North Shore Wealth Management Advisors, Inc.

One World Trade Center, 85th Floor
New York, NY 10007
(212) 877-8700
CONNECT WITH Mark
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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
+1 More Number
(212) 752-4343

Charles E. Crystal

CFP®

Senior Vice President

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

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

UBS

68 Davis Rd
Port Washington, NY 11050
+ 1 More Address

UBS

One Jericho Plaza
Jericho, NY 11753
(516) 297-2945

Christopher Pollard

CFP®

Principal

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

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

Great Path Planning

400 Rella Blvd, Ste 165
Suffern, NY 10901-8114
+ 1 More Address

Great Path Planning

10 Matthews Street
Goshen, NY 10924
(845) 397-7284

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

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

2 Park Avenue, Suite 300
New York, NY 10017
(516) 394-2514

Scott M. Kahan

CFP®

President/Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Financial Asset Management Corporation

26 S Greely Ave
Chappaqua, NY 10514
(914) 238-8900

Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

500 N Broadway, Ste 144
Jericho, NY 11753
(516) 797-7590

Nicole Francis

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Hudson Advisory Group, LLC

276 5th Ave, Rm 405
New York, NY 10001
(212) 777-8393

Dee-Ann R. Fox

CFP®

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

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

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY
(718) 441-7011
CONNECT WITH Raj
  • linkedin link

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

Dirk D. Rabenold

CFP®

Investment Professional

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

Financial Advisor serving New York and the surrounding communities.

Next Financial Group

5920 Main St
Williamsville, NY 14221
(800) 428-6008
+1 More Number
(716) 568-8790

Charles L. Failla

CFP®

Principal

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.

Sovereign Financial Group, Inc.

The Chrysler Building, 405 Lexington Avenue
New York, NY 10174
(888) 765-8180
+1 More Number
(212) 922-1402
CONNECT WITH Charles
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Lawrence D. Sprung

CFP®

Founder, Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Mitlin Financial Inc.

140 Adams Ave, Ste B12
Hauppauge, NY 11788-3618
(866) 4-MITLIN
+1 More Number
(631) 952-4466

James J. Millington

CFP®

Financial Planner

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

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

Landmark Wealth Management

95 Broadhollow Rd, Suite 102
Melville, NY 11747
(631) 470-0765

James T. Englert

CFP®

Financial Planner

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.

High Falls Advisors, Inc.

180 S. Clinton Avenue, Suite 300
Rochester, NY 14604
(585) 935-8508

Raymond N. Bergen

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.

Securities America, Inc.

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829
+1 More Number
(718) 896-4829

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

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

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