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Find Top Financial Advisors in Uniondale, New York

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Uniondale, New York

Last Updated - 24-May-2023

Uniondale has 8 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Uniondale , New York have an average of 27 years of experience.

NOTE: The list of vetted financial advisors in Uniondale , New York mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Uniondale, New York.

Qualified Financial Advisors in Uniondale, New York

Financial Advisor Experience AUM Minimum Assets Fee Structure
Philip Capell
CFP®, JD, MS in Tax
PIERMONT WEALTH MANAGEMENT INC.
48 South Service Road,
Suite 102,
Melville, NY 11747
24 Years $0 $500,000 Fee-Only
Kevin Myers
CAIA®, CFP®, EA, CFA®
FLYNN FINANCIAL PARTNERS
56 Harrison St,
Suite 203,
New Rochelle, NY 10580
26 Years $125,000,000 $0 Fee-Based
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
ALTFEST PERSONAL WEALTH MANAGEMENT
445 Park Avenue,
6th Floor,
New York, NY 10022
Not Disclosed $1,500,000,000 $1,000,000 Fee-Only
U.S. Capital Wealth Advisors, LLC
CFP®
U.S. CAPITAL WEALTH ADVISORS, LLC
150 East 52nd Street Suite 5001,
New York, NY 10022
Not Disclosed $5,918,424,543 $250,000 Fee-Only
Peter D. D'Agati
CFA®
STEMBROOK ASSET MANAGEMENT
405 Lexington Avenue,
26th Floor,
New York, NY 10174
29 Years $74,460,968 $1,000,000 Fee-Only
Farther
FARTHER FINANCE, LLC
Four World Trade Center,
150 Greenwich St, Ste 2946,
New York, NY 10007
Not Disclosed Not Specified $500,000 Not Specified
Creative Financial Planning
CFP®, AIF®, ChFC®
CREATIVE FINANCIAL PLANNING INC
101 S Broadway,
South Nyack, NY 10960
38 Years $0 $500,000 Fee-Only
Frank Lepore
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
21 Years Not Specified $250,000 Fee-Based

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Information on Qualified Financial Advisors in Uniondale, New York

Qualifications CRD# 4544394
Firm CRD# 119376

Compensation/Fee Fee-Only


Office Location 48 South Service Road,
Suite 102,
Melville,
NY
11747
Phone Number 631-454-1585

Mr. Capell, CEO of Piermont, has been educating and assisting individuals and families with retirement, financial, & estate planning for over 20 years. He focuses on each client's financial needs, be it capital preservation or growth, income at retirement, and/or tax planning. Upon constructing a financial plan, Mr. Capell builds a portfolio asset allocation suitable to his client's objectives and risk tolerance. Philip is married with two sons and a daughter residing on Long Island. He is a multi-marathon finisher and an Ironman triathlon finisher. Education: College: Cornell University, Ithaca, New York, B.S. 1987. Law School: Washington School of Law, American University, Washington D.C., J.D. 1990. Graduate School: Pace University, New York, New York, M.S. in Taxation 1998. Memberships, Organizations & Offices: National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organization. Financial Planning Association - member. Community, Articles & Pro Bono Activities: Monthly Guest speaker on Hofstra University's Bottom Line Benefit Talk show (WRHU 88.7 FM) Past Lecturer for Charles Schwab, Merrill Lynch, HSBC, MorganStanley (f/k/a Salomon SmithBarney), HSBC (f/k/a Republic National Bank), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.

About Piermont Wealth Management Inc.

Piermont Wealth Management Inc.

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. We use an asset allocation investment strategy so as to maximize returns in light of your risk tolerance. We are confident we can help you achieve your financial goals and look forward to hearing from you.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts


Qualifications CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65

Compensation/Fee Fee-Based


Office Location 56 Harrison St,
Suite 203,
New Rochelle,
NY
10580
Phone Number 914-819-1819

Kevin is a Partner and a senior leader on the Private Wealth Management Team at Flynn Financial Partners (F2). With over 25 years of financial services experience, he takes a genuine interest in his client's personal and financial needs, working with them to cultivate long-lasting relationships. Kevin is committed to assessing market and lifestyle risks and their impact on his clients' objectives. His primary focus is on providing goal-oriented analysis, coordination, and execution for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning. Kevin is a lifelong learner and holds several designations, including the Certified Financial Planning (CFP), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and IRS Enrolled Agent (EA). In addition, he maintains FINRA Series 7 and 65 licenses and life, health, and variable annuities product licenses. He received his B.A. in Economics from Binghamton University. Outside of work, Kevin lives in Rye, NY, with his family and two dogs. He enjoys exercising, cooking, and spending quality time with his loved ones. Kevin is passionate about financial literacy education and collaborates with various entities such as Barrons Magazine, Binghamton University, Iona University, Mount Saint Michael High School, and New Rochelle High School to provide programs that teach personal finance, investing basics, and entrepreneurship practices to teenagers and young adults.

About Flynn Financial Partners

Flynn Financial Partners

Founded in 2008, Flynn Financial Partners is a fiduciary based financial planning and investment advisory firm serving clients in over 15 states. The core of who we are is rooted in enduring trust and absolute transparency - it is the foundation from which we grow a relationship with our customers. This is what makes us different.

Our Vision & Mission Statement

Our approach allows us to make objective and independent decisions based on each client’s financial objectives. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual and institution that we encounter. We strive to be our clients trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them.

We start by having an in-depth conversation to examine your current situation and identify your goals. We collaborate with your other trusted advisors to analyze and evaluate your financial situation. We then create, help implement, and regularly monitor your plan to increase the likelihood of success.

Our tenured team of professionals shares a unique blend of expertise, experience, and success, as well

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 110130
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 445 Park Avenue,
6th Floor,
New York,
NY
10022
Phone Number 212-796-8729

About Altfest Personal Wealth Management

Altfest Personal Wealth Management

With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 288199
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 150 East 52nd Street Suite 5001,
New York,
NY
10022
Phone Number 512-342-0202

About U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

We are an Independent, wealth management firm providing sophisticated, holistic and objective solutions for our clients. U.S. Capital Wealth Advisors was founded in 2017 as Legacy One Financial Advisors. In the summer of 2021, we aligned with USCA, RIA, the wealth management subsidiary of U.S. Capital Advisors, to form U.S. Capital Wealth Advisors (USCWA). U.S. Capital Advisors was founded in 2010 by a group of experienced professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions. Headquartered in Houston with offices across Texas, USCWA is one of the largest independently owned investment advisory firms in Texas. We are proud of the Firm we have built and continually strive to bring a host of comprehensive service options to our clients. As a majority employee-owned firm, every one of us celebrates together as a team - one person's success is shared by the entire company. Our team is aligned in our client-centric standards and vision to empower others to realize long-term value. We strive to create an unmatched client experience that offers clients the dedicated financial support, guidance and advice they desire.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2406649
Firm CRD# 144116
Series 65

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 405 Lexington Avenue,
26th Floor,
New York,
NY
10174
Phone Number 201-484-0063

Peter is the Founder and President of Stembrook Asset Management, and is actively involved in all investment and research activities of the firm. Prior to founding Stembrook, Peter was founder and Head of Portfolio Strategy Research at Brown Brothers Harriman. In this role, he was responsible for developing the high-level investment strategies for high-net-worth individuals, endowments, foundations, trusts, and institutions, representing $45 billion of investment assets. Strategies included a broad range of traditional and alternative asset classes, and incorporated tax planning, risk management and liquidity considerations. Peter served as Chairman of the Investment Committee responsible for selecting investments for inclusion in client portfolios and served on the Alternative Assets Investment Policy Committee. Peter also co-founded Brown Brothers Harriman's Tax-Efficient Risk Management practice, and was the senior researcher in charge of portfolio risk management and tax-efficient asset management for private clients. Previously, Peter spent four years with Lazard Asset Management where he developed a variety of sophisticated tools designed to measure, manage and evaluate client portfolios across countries and currencies. Peter earned his Bachelor of Science in Mathematics and Finance from Providence College, with honors. He is a holder of the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society New York. Peter has been an invited speaker at numerous investor forums including Columbia Business School, the Institute for Private Investors and the Financial Planning Association

About Stembrook Asset Management

Stembrook Asset Management

Our clients deeply value our personal, responsive approach to wealth management which provides you with direct access to an investment decision maker and business owner, rather than a salesperson or inexperienced advisor. You also have access to our network of high-quality professionals in tax, legal, and estate planning. But personal service without institutional-strength investment planning isn't enough. Your investment plan is developed using our proprietary processes and state of the art tools to provide you with a sustainable portfolio that is tax-efficient, diligently monitored, and tailored to your specific needs. Our team can also offer more complex solutions, such as trust services, options trading strategies, and guidance for executives and business owners on business sales and equity compensation plans, among others.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 302050

Compensation/Fee Based on Assets


Office Location Four World Trade Center,
150 Greenwich St, Ste 2946,
New York,
NY
10007
Phone Number 720-744-2145

About Farther Finance, LLC

Farther Finance, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 1224647
Firm CRD# 8032
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 101 S Broadway,
South Nyack,
NY
10960
Phone Number 845-634-6050

About Creative Financial Planning Inc

Creative Financial Planning Inc

Developing relationships since 1985 - Creative Financial Planning is a whole-service, independent financial planning firm located in the heart of Nyack, New York. Our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we have learned our clients' story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can help achieve the results they are looking for. Because we work with a select number of clients, we are able to focus our attention and listen to each and every one of our clients' unique needs and concerns. This allows us to create strategies and take a proactive approach that helps our clients feel confident in trusting us with their financial life. As a fee only firm, we do not charge commissions. We succeed when our clients succeed. That is why we work diligently, strategically, and passionately on every account that we manage. No matter what chapter of life a client is in - recently married, raising children, saving for a business endeavor, or planning for retirement - we create plans that help turn financial dreams into a reality.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Customer Reviews

Top Financial Advisor Firms in Uniondale, New York (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ARBOR REALTY COLLATERAL MANAGEMENT, LLC
333 Earle Ovington Boulevard, Suite 900, Uniondale, NY 11553
36 7 $6,645,087,632
A percentage of AUM
ACRES
390 Rxr Plaza, Uniondale, NY 11556
47 12 $4,380,489,079
A percentage of AUM, Fixed fees, Performance Based
RXR ASSET MANAGEMENT LLC
625 Rxr Plaza, Uniondale, NY 11556
120 63 $3,818,650,000
A percentage of AUM, Other (AFFILIATE RECEIVES PERFORMANCE-BASED COMPENSATION)
GALAXY INVESTMENT MANAGEMENT, LLC
511 Rxr Plaza, Uniondale, NY 11556
7 4 $166,302,980
A percentage of AUM, Performance Based
HENLEY & COMPANY WEALTH MANAGEMENT LLC
506 Rxr Plaza, Uniondale, NY 11556
7 167 $111,744,993
A percentage of AUM

    List of Additional Advisors in Uniondale, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5836
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5838
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-228-0100
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5860
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5830
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5871
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5833
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5809
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-228-0100
    333 Earle Ovington Blvd, Suite 903, Uniondale, NY  11553 516-479-5856

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?