Financial Advisors in New York

John Patsy, CFP, RICP (CRD#:2772152) is an experienced financial advisor with LPL Financial, located at 900 Route 111, Suite 280, Hauppauge, NY 11788. John has over 24 years of experience as a financial services professional/consultant.

About the Firm: I am an independent CERTIFIED FINANCIAL PLANNER professional and my practice is centered around comprehensive financial planning with a focus on retirement planning and investment management. I am affiliated with LPL Financial, a leading independent financial services firm.

John's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI), Annuities, Insurance. John is licensed for the following insurance and annuities products: Annuity, Disability, Health, HMO, Life, Long Term Care, Variable Annuity, Variable Life.

John's portfolio size requirement is $50,000. John's compensation methods: Hourly, Flat Fee, Based on Assets, Commissions.

John can be reached at (631)204-8409 and is generally available for a meeting at firm's office, at your home, at your office, via phone.

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WiserAdvisor >   Financial Advisors >   New York 

Premium Financial Advisors Listing

Lisa D Miller CFP , Financial Advisor from New York, Lisa D Miller CFP


(315) 677-1861
120 Madison Street,
Suite 1900,
Syracuse, NY   13202

Financial services isnt just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. Its educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, .......

Peter Levine, CFP, ChFC, CLU, Financial Advisor from New York, Peter Levine, CFP, ChFC, CLU


(212) 256-9736
481 8th Avenue,
Suite 507,
New York, NY   10001

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you plan to reach yo.......

David Treichler, CFP, CLU, Financial Advisor from New York, David Treichler, CFP, CLU


(315) 327-2781
The University Building,
120 E. Washington St.,
Syracuse, NY   13202

IRA Rollovers, portfolio construction and management, life, disability,long term care insurance, and financial planning are my specialties. I am dedicated to developing lasting relationships with clients and believe in helping you assess your financial goals. You will receive clear explanations of financial products and services. This perso.......

Brian Glickman, Financial Advisor from New York, Brian Glickman


(631) 397-0858
22 Lawerence,
# 103,
Smithtown, NY   11787

The focus of my practice is working with small business owners and individuals to plan for their retirement using the most tax efficient methods to meet their current and future goals. All Securities offered through the Investment Center, Inc Bedminister New Jersey. Member FINRA.org, SIPC.org Advisory Services Provided Through IC Advisory Ser.......

Neal A. Deutsch, CFP, Financial Advisor from New York, Neal A. Deutsch, CFP


(845) 397-0069
4 Executive Blvd.,
Suite 204,
Suffern, NY   10901

I don't work for you...I work with you. You have worked hard to accumulate your assets and together we will determine your goals and set a path to achieve them. At Chestnut Investment Group, founded in 1989, we recognize that successful people today require a number of professional advisors. We provide the ability to fully integrate different serv.......

Fred Fadel CFP, Financial Advisor from New York, Fred Fadel CFP


(716) 235-1954
25 Hamburg Street,
East Aurora, NY   14052

We are one of Western New York's few fee-only advisor firms and offer both planning and investment management services.

Building trust starts with no hidden conflicts of interest that would put our business goals ahead of your financial goals.

Willink makes it easy for you to assess the benefits that our firm will bring to y.......

Stephen Curry, Financial Advisor from New York, Stephen Curry


(631) 458-5099
132 Main Street, Suite 11,
Westhampton Beach, NY   11978

Gilford Securities was founded in 1979 by Ralph Worthington and several other senior officers of Blyth Eastman Dillon. Our mission was to create an environment where intelligent investment professionals could offer investment opportunities to discriminating investors. We've made substantial progress in accomplishing that goal over thirty years in b.......

William Sullivan, Financial Advisor from New York, William Sullivan


(845) 459-2819
5 Hatfield Lane, Suite 2A1,
Goshen, NY   10924

To provide comprehensive financial planning to business owners, professionals and other high net worth individuals in an ethical and and unique manner. This planning will include (but not limited to) financial planning, estate planning, business continuity planning. To accomplish this, Mr Sullivan encourages clients to become fully engaged in the.......

John Patsy, CFP, RICP, Financial Advisor from New York, John Patsy, CFP, RICP


(631) 204-8409
900 Route 111,
Suite 280,
Hauppauge, NY   11788

I am an independent CERTIFIED FINANCIAL PLANNER professional and my practice is centered around comprehensive financial planning with a focus on retirement planning and investment management. I am affiliated with LPL Financial, a leading independent financial services firm. Through comprehensive planning I work with my clients to review their fina.......

H. Robert Bradley, CFP, Financial Advisor from New York, H. Robert Bradley, CFP


(585) 286-2905
90 Linden Oaks,
Suite 220,
Rochester, NY   14625

NorthLanding Financial Partners, LLC is a locally owned financial planning and investment firm located in Rochester, NY. Our clients receive independent advice on a fee basis to meet their unique, multi-faceted financial goals........

PHILIP CAPELL, CFP, JD, MS in Tax, Financial Advisor from New York, PHILIP CAPELL, CFP, JD, MS in Tax


(516) 712-2543
135 Crossways Park Drive,
Suite 102,
Woodbury, NY   11797

PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTA.......

Jeffrey C. Lewis, Financial Advisor from New York, Jeffrey C. Lewis


(631) 420-4242
1895 Walt Whitman Road, Suite 6,
Melville, NY   11747

Welcome to Planning Financial Futures, Inc., experts on comprehensive personal financial planning, managed investments, and personal insurance. We work with individuals, couples, families and small business to improve their current financial affairs and ultimately their futures. We strive to achieve our clients' financial goals by creative planning.......

John L. Diaz, CFP, Financial Advisor from New York, John L. Diaz, CFP


(212) 256-9673
14 East 60th St.,
Suite 402,
New York, NY   10022

At Premier Financial Advisors, we proactively help individuals and families build, preserve, and manage wealth. As a client of Premier Financial Advisors, you will have a dedicated financial advisor who will consult with you, educate you, and guide you through the financial decisions that will make a difference in your life and the lives of you.......

Stephen Jenkins, Financial Advisor from New York, Stephen Jenkins


(855) 488-2507
Offices In,
Saratoga Springs and Rhinebeck,
Rhinebeck, NY   12572

Your financial goals and circumstances are unique. A team approach to financial services affords you the advantage of having our joint experience, talents and perspectives incorporated in each of our recommendations. You will also have the convenience of a personal relationship with multiple professionals familiar with your goals and objectives. .......

David Warshaw, Financial Advisor from New York, David Warshaw


(516) 683-6210
585 Stewart Ave,
Suite 640,
Garden City, NY   11530

The WealthPlan was founded by David Efrem Warshaw, CHFC, CLU.
The WealthPlan is a comprehensive financial planning & asset
management practice service clients throughout multiple
generations. The WealthPlan currently manages over $21 million
for over 120 households throughout the country........

Ken Ford, Financial Advisor from New York, Ken Ford


(845) 200-3498
65 Main St,
suite 300,
Warwick, NY   10990

Warwick Valley Financial Advisors is a comprehensive financial services firm that specializes in customized solutions for affluent individuals and their families. Our team of professionals is focused on helping you simplify the demands of managing your wealth, enabling you to devote time to your business, your personal endeavors and your family.

Adam Mark, Financial Advisor from New York, Adam Mark


(585) 241-5904
2000 Winton Road South,
Building 4A, Suite 206,
Rochester, NY   14618

We care about your story.The first question our prospective clients ask is nearly always,"Why should we work with Wealth Management Group as opposed to another advisor or planner?" Our answer is always the same: "We care about your story."Our team takes a holistic approach to financial planning, addressing investments, wealth protection, tax manage.......

Richard Dougherty, CFP, AIF, Financial Advisor from New York, Richard Dougherty, CFP, AIF


(585) 381-1861
350 Linden Oaks,
Rochester, NY   14625

At Westminster Financial, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer.......

Thomas Brown, Financial Advisor from New York, Thomas Brown


(518) 464-9974
950 New Loudon Rd,
Suite 105,
Latham, NY   12110

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