Find Top Financial Advisors in Goshen
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Goshen. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in Goshen
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Goshen, New York | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| William Sullivan William T Sullivan CFP/LPL Financial |
5 Hatfield Lane, Suite 2B, Goshen, NY 10924 |
(845) 294-0785 |
| Rick Mueller Edelman Financial Engines, LLC |
650 From Road, Paramus, NJ 07652 |
(201) 575-4878 |
| Nick Friedman Edelman Financial Engines, LLC |
10 Bank Street, White Plains, NY 10606 |
(914) 618-3002 |
| Fred Stupart Eaglestone Capital Management LLC |
119 Midland Ave, Bronxville, NY 10708 |
(914) 413-8876 |
| Kevin Shea Edelman Financial Engines, LLC |
51 JFK Parkway, Short Hills, NJ 07078 |
(862) 206-7431 |
| Chris Sosa Edelman Financial Engines, LLC |
340 Madison Avenue, New York, NY 10173 |
(646) 779-2102 |
Information on Qualified Financial Advisors in Goshen
Qualifications
CRD# 2288195
Series 6, 7, 63
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Flat Fee
Office Location
5 Hatfield Lane, Suite 2B,
Goshen,
NY 10924
Phone Number
(845) 2940785
William T. Sullivan is and independent financial advisor with LPL Financial, a full service broker/dealer catering to independent financial planners nationwide. Bill received his CFP® certification from the College for Financial Planning in Denver, Colorado and his Chartered Life Underwriter credential from The American College in Bryn Mawr, PA. He is a Series 6, 7 and 63 Licensed Registered Representative, in addition to being a licensed agent for life, health, disability and long term care insurance. With more than 25 years experience in the financial planning arena, he specializes in comprehensive planning for business owners, professionals and executives. He is an active member of the Greater Hudson Valley chapter of the Financial Planning Association. Mr. Sullivan earned an ROTC scholarship to attend the University of Notre Dame where he graduated in 1981 with a Bachelor of Arts degree. Bill resides, with his wife of 37 years, in Orange County, New York. They have one daughter and two grandsons. He is an active member of the St. Paul's Roman Catholic Church; the Notre Dame Alumni Club, Hudson Valley Chapter; and has a passion for golf and for exploring the beautiful Shawangunk Mountains near his home.
About William T Sullivan CFP/LPL Financial
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 relationship centered practice, as the planning process is an ongoing one and requires yearly monitoring and maintenance.
Qualifications
CRD# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
650 From Road,
Paramus,
NJ 07652
Phone Number
(201) 5754878
Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5465081
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
10 Bank Street,
White Plains,
NY 10606
Phone Number
(914) 6183002
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4573816
FirmCRD# 297958
Series 63, 65
Office Location
119 Midland Ave,
Bronxville,
NY 10708
Phone Number
(914) 4138876
Fred Stupart founded Eaglestone Capital in 2012 following a 20 year career working in the capital markets as a lawyer, private equity investor and a banker. Most recently he worked at Morgan Stanley in New York during the tumultuous 2009 - 2012 period which saw violent price movements in U.S. securities in response to a debt crisis in Europe, dysfunction in Washington and a downgrade of U.S. sovereign credit. While extreme, this environment was yet another example of the capital markets taking a wise idea and turning it into a foolish one through endless replication. Eaglestone Capital was founded to give investors the opportunity to invest alongside a manager seeking reasonable returns from value priced U.S. securities with experience across the spectrum of debt and equity. Fred has an MBA from The Wharton School, a law degree from Osgoode Hall Law School in Toronto and a BA(Hons) Economics from Queen's University at Kingston, Ontario. He has won numerous awards. At The Wharton School he was on the Director's List for academic achievement and won the Robert E. Linneman Memorial Fellowship. At Queen's University he graduated with the highest cumulative GPA in Economics, winning the Gold Medal.
About Eaglestone Capital Management LLC
Eaglestone Capital Management LLC is an independent privately held investment manager based in Bronxville, New York. We seek to generate long term income and capital appreciation for our clients using a unique value focused investment process.
Qualifications
CRD# 5692654
FirmCRD# 104510
Series 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
51 JFK Parkway,
Short Hills,
NJ 07078
Phone Number
(862) 2067431
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2012. Earned the Chartered Financial Analyst and Certified Financial Planner certification(s). Bachelor's degree in Political Science from University of Rochester, Masters in Public Policy Analysis from University of Rochester and Master of Business Administration from George Washington University.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5130180
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
340 Madison Avenue,
New York,
NY 10173
Phone Number
(646) 7792102
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham University.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
| List of Additional Financial Advisors in or around Goshen, New York | |
| Regency Wealth Management | Ramsey, NJ |
- Find pre-screened advisors
- Review matched profiles
- Receive free consultation
Are You A Financial Advisor
in New York?
Grow your AUM with pre-qualified leads!
Select other cities around Goshen, New York to broaden your search for a financial advisor
- Financial Advisors in Albany, New York
- Financial Advisors in Armonk, New York
- Financial Advisors in Ballston Spa, New York
- Financial Advisors in Bedford Hills, New York
- Financial Advisors in Bohemia, New York
- Financial Advisors in Briarcliff Manor, New York
- Financial Advisors in Bridgehampton, New York
- Financial Advisors in Bronxville, New York
- Financial Advisors in Brooklyn, New York
- Financial Advisors in Buffalo, New York
- Financial Advisors in Canandaigua, New York
- Financial Advisors in Centereach, New York
- Financial Advisors in Chappaqua, New York
- Financial Advisors in Clarence Center, New York
- Financial Advisors in Clifton Park, New York
- Financial Advisors in Cobleskill, New York
- Financial Advisors in Cooperstown, New York
- Financial Advisors in Corning, New York
- Financial Advisors in East Aurora, New York
- Financial Advisors in East Greenbush, New York
- Financial Advisors in East Quogue, New York
- Financial Advisors in East Syracuse, New York
- Financial Advisors in Elmhurst, New York
- Financial Advisors in Elmsford, New York
- Financial Advisors in Fairport, New York
- Financial Advisors in Fayetteville, New York
- Financial Advisors in Forest Hills, New York
- Financial Advisors in Garden City, New York
- Financial Advisors in Glen Head, New York
- Financial Advisors in Gloversville, New York
- Financial Advisors in Goshen, New York
- Financial Advisors in Grand Island, New York
- Financial Advisors in Great Neck, New York
- Financial Advisors in Hamburg, New York
- Financial Advisors in Harrison, New York
- Financial Advisors in Hauppauge, New York
- Financial Advisors in Hempstead, New York
- Financial Advisors in Hicksville, New York
- Financial Advisors in Highland, New York
- Financial Advisors in Holbrook, New York
- Financial Advisors in Huntington, New York
- Financial Advisors in Ithaca, New York
- Financial Advisors in Jamaica, New York
- Financial Advisors in Jericho, New York
- Financial Advisors in Johnson City, New York
- Financial Advisors in Katonah, New York
- Financial Advisors in Kew Gardens, New York
- Financial Advisors in Latham, New York
- Financial Advisors in Liverpool, New York
- Financial Advisors in Locust Valley, New York
- Financial Advisors in Long Island City, New York
- Financial Advisors in Lynbrook, New York
- Financial Advisors in Mahopac, New York
- Financial Advisors in Melville, New York
- Financial Advisors in Merrick, New York
- Financial Advisors in Mount Kisco, New York
- Financial Advisors in New Hartford, New York
- Financial Advisors in New Hyde Park, New York
- Financial Advisors in New York, New York
- Financial Advisors in Orchard Park, New York
- Financial Advisors in Pearl River, New York
- Financial Advisors in Pittsford, New York
- Financial Advisors in Plainview, New York
- Financial Advisors in Port Chester, New York
- Financial Advisors in Pound Ridge, New York
- Financial Advisors in Rego Park, New York
- Financial Advisors in Rochester, New York
- Financial Advisors in Rye, New York
- Financial Advisors in Saratoga Springs, New York
- Financial Advisors in Seaford, New York
- Financial Advisors in Staten Island, New York
- Financial Advisors in Suffern, New York
- Financial Advisors in Syosset, New York
- Financial Advisors in Syracuse, New York
- Financial Advisors in Tarrytown, New York
- Financial Advisors in Uniondale, New York
- Financial Advisors in Westbury, New York
- Financial Advisors in White Plains, New York
