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Financial Advisors in New York

Lisa D Miller CFP® , Financial Advisor from New York,
(677 views)
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Lisa
AXA Advisors, LLC
120 Madison Street,
Syracuse, NY   13202
Call : (315) 425-6343

Financial services isn’t just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It’s 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, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors... read more>>

AXA Advisors, LLC
85 Civic Center Plaza,
Poughkeepsie, NY   12601
Call : (845) 475-3261

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Peter Levine, CFP®, ChFC®, CLU®, Financial Advisor from New York,
(1074 views)
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Peter
Ameriprise Financial Services, Inc.
481 8th Avenue,
New York, NY   10001
Call : (212) 967-1428

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. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, PA. Investment advisory services and products are made available through... read more>>

Amherst Financial Services, Inc.
531 Farber Lakes Dr.,
Williamsville, NY   14221
Call : (716) 632-8974

Amherst Financial Services is a registered investment advisory firm establised in 1990. The firm addresses the needs and objectives of each individual client through personalized data gathering and discovery sessions. We then customize our service package to meet those needs. We also coordinate implementation of any planning recommendations in accordance with the client`s needs, both personal and business. The end result is a client driven, needs oriented action plan which guides the... read more>>

Arabella Wealth Advisors
The University Building,
Syracuse, NY   13202
Call : (315) 430-3283

Arabella Wealth Advisors exists to help you gain increased awareness of the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We want to give you fast, easy access to market performance data so you can make informed decisions.Partnering with Arabella Wealth Advisors will enhance your ability to pursue your financial goals while educating you about the concepts of financial management including: insurance, investing,... read more>>

Arbus Capital Management, LLC
765 Amsterdam Ave., Suite #4C,
New York, NY   10025
Call : (646) 852-6134

Capital Management OverviewFounded in 2008, Arbus Capital Management is a fee-only registered investment advisor providing investment management services and consulting to individuals and institutions.Arden Rodgers, CFA, is the founder and principal of the firm.Investment management and advice is based solely on the client’s individual needs, goals, and objectives, and not on sales commissions, bonuses, referral fees, or other factors that could generate potential conflicts of interest.Arbus... read more>>

BlackDiamond Wealth Management
404 5th Ave 3rd Floor,
New York, NY   10016
Call : (212) 328-1762

We are a modern boutique financial planning firm. Our firm is built on the understanding that every person is different and has unique circumstances that need to be addressed. Therefore, we always start with a financial plan to help everyone understand what is important to our clients and their family. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals. We have years of experience... read more>>

David Warshaw
600 Old Country Road,
Garden City, NY   11530
Call : (516) 400-7111

BluePrint Wealth Alliance, LLC is a registered investment advisor offering comprehensive financial planning services and wealth management. We serve individuals, families and businesses across multiple generations. We are driven to deliver objective, efficient, and unbiased solutions to our clients which exceed expectations, account for future goals, and enhance quality of life. Our commitment is to the highest level of integrity, professionalism, and transparency to support open communication... read more>>

Echelon Wealth Advisors, LLC
1159 Pittsford Victor Rd,
Pittsford, NY   14534
Call : (585) 381-1861

At Echelon Wealth Advisor, 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 life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will... read more>>

Hunter Financial Advisors
5 Hatfield Lane, Suite 2A1,
Goshen, NY   10924
Call : (845) 294-0785

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 planning process, so that the financial plan truly represents the clients goals and dreams. Mr. Sullivan's planning practice is a client... read more>>

John Patsy, CFP®, RICP®, Financial Advisor from New York,
(770 views)
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John
LPL Financial
900 Route 111,
Hauppauge, NY   11788
Call : (631) 350-7024

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 financial position relative to their financial goals and develop a plan of action to help achieve those goals. I foster an ongoing relationship through... read more>>

LPL Financial
60 N Country Rd,
Port Jefferson, NY   11777
Call : (631) 509-1773

I want to empower you financially through education and collaboration. I help individuals and businesses better prepare for retirement, by implementing thoughtful and suitable financial strategies.As an LPL Financial Advisor, my services are backed by the nation’s largest independent broker-dealer*. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial... read more>>

OMC Financial Services, Ltd.
5789 Widewaters Parkway,
Dewitt, NY   13214
Call : (315) 446-8720

OMC Financial Services is an independent Registered Investment Advisory firm. We provide objective and unbiased fee-only investment management, estate planning, retirement planning/counseling, and advisory services to individuals, families, professionals, small business owners, and trusts. For 36 years, we have been establishing long-term partnerships with our clients while taking an active role in their financial well-being as we work together toward achieving what is important to them.Every... read more>>

PHILIP CAPELL, CFP®, JD, MS in Tax, Financial Advisor from New York,
(41000 views)
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PHILIP
Piermont Wealth Management Inc.
48 South Service Road,
Melville, NY   11747
Call : (631) 454-1585

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 CONSULTATION so that we can understand your needs & objectives. Once we establish your financial plan, our investment team is able to manage your portfolio.... read more>>

Planning Financial Futures, Inc
1895 Walt Whitman Road,
Melville, NY   11747
Call : (631) 546-5403

Retirement Planning is our specialty. From budgeting to Social Security Claiming Strategies, we address it all! The Wiser Advisors at Planning Financial Futures are experts on financial planning, managed investments, and personal insurance. We work with Individuals, Couples, Small Businesses, Distressed Relationships, Seniors, and Sudden Wealth Scenarios to improve your current financial affairs and ultimately your future. We strive to achieve our clients' financial goals by creative planning,... read more>>

Sagemark Consulting
105 Maxess Road,
Melville, NY   11747
Call : (631) 227-0637

Over the years we have come to realize that as the scope of financial services grows, so does the need for professionals to provide these services. That is why we approach your financial planning needs with a team of specialists. It is the key to our success and yours.We are a group of professionals in a variety of financial planning disciplines combining our knowledge and experience, using sophisticated support systems to determine the appropriate financial strategy for your individual needs.... read more>>

AXA Advisors LLC
5 Maxwell Drive,
Clifton Park, NY   12065
Call : (518) 373-7386

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. This includes investment products, managed accounts, insurance products, retirement plans and more.

Brown Financial Management Group LLC
950 New Loudon Rd,
Latham, NY   12110
Call : (518) 464-9974

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Cornerstone Financial Planning
5500 Main Street,
Williamsville, NY   14221
Call : (716) 828-8390

Cornerstone Financial Planning is an independant financial planning practice in Amherst, NY. Our integrated approach and customised planning process have helped us become the capable, truted advisory firm we are today. We combine objective advice with a cooperative independant environment to provide ongoing financial guidance to individuals, families, and businesses. For many reasons, you need more than a broker or financial adviser. You need a financial planning specialist.

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