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Financial Advisors in New York

Lisa D Miller CFP® , Financial Advisor from New York,
(613 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;... 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... read more>>

Peter Levine, CFP®, ChFC®, CLU®, Financial Advisor from New York,
(1020 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... 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... 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... 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... 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... read more>>

Hunter Financial Advisors Inc
120 White Plains Rd. Ste. 403,
Tarrytown, NY   10591
Call : (914) 366-8000

At Hunter Financial Advisors, it's about more than financial planning. It's about guiding our clients toward the level of success they envision for themselves and their families. It's about forming lasting partnerships rooted in trust and a mutual... read more>>

John Patsy, CFP®, RICP®, Financial Advisor from New York,
(669 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... read more>>

LPL Financial
47 S Hamilton St,
Poughkeepsie, NY   12601
Call : (845) 454-4110

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.We invite you to discover and experience the power of our... 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,... read more>>

PHILIP CAPELL, CFP®, JD, MS in Tax, Financial Advisor from New York,
(40946 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... 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... 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... read 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... 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,... 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... read more>>

Amherst Financial Services, Inc.
531 Farber Lakes Dr.,
Williamsville, NY   14221

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... read more>>

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