For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
MetLife (718) 983-4334
2 Teleport Dr Corporate Commons Two Staten Island, NY 10311-1006 View on Map (718) 983-4334
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning
First Niagara Investment Services (518) 354-2292
161 Church St Amsterdam, NY 12010-4242 View on Map (518) 354-2292
Compensation Method: Commission Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Stefans Associates, Inc. (516) 692-2744
137 Woodbury Road Woodbury, NY 11797-1410 View on Map (516) 692-2744
Specialties: Investment Management, Investment Planning, Securities, Tax Preparation
Aspiriant
350 5th Ave Ste 6902 New York, NY 10118-6902 View on Map (212) 823-3520
Compensation Method: Fee Only Minimum Investable Assets: $3,000,000 Languages: English
Specialties: Asset Allocation, General Financial Planning, Investment Management, Investment Planning
Blank Equity Management, LLC (516) 439-5525
1010 Northern Blvd Ste 208 Great Neck, NY 11021-5320 View on Map (516) 336-2575
Specialties: Asset Allocation, Investment Management, Investment Planning, Retirement Planning
Key Investment Services (518) 752-8844
6 Market Street Amsterdam, NY 12010-4414 View on Map (518) 752-8844
Compensation Method: Commission and Fee Minimum Investable Assets: $25,000 Languages: English
Specialties: Comprehensive Financial Planning
Smith Barney (718) 380-1490
6980 188th St Fresh Meadows, NY 11365-3771 View on Map (718) 380-1490
Merrill Lynch Wealth Management (518) 782-4093
26 Century Hill Drive Latham, NY 12110-2128 View on Map (518) 782-4093
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Williams Capital Corporation (607) 733-1454
215 W Water St Elmira, NY 14901-2912 View on Map (607) 733-2047
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Howe and Rusling, Inc. (585) 325-4140
120 East Ave Howe and Rusling, Inc. Rochester, NY 14604-2551 View on Map (585) 325-4140
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
Specialties: Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Sudden Wealth Management, Wealth Management
Planning Sense, Inc (315) 423-7700
500 S Salina St Ste 1000 Syracuse, NY 13202-3382 View on Map (315) 423-7700
Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Intergenerational Planning, Legal Advice
Entreplanning (585) 721-5248
10 Office Park Way Ste 300 Pittsford, NY 14534-1754 View on Map (585) 721-5248
Specialties: Investment Management, Retirement Income Management, Securities
M Griffith Investment Services (315) 738-4578
555 French Rd Ste 2 New Hartford, NY 13413-1044 View on Map (315) 738-4578
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Elder Care, Insurance Planning, Investment Planning, Life Planning
Massey, Quick & Co., LLC (973) 525-1020
95 Cabrini Blvd Apt 2D New York, NY 10033-3404 View on Map (973) 525-1020
Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Risk Management, Wealth Management
UBS Financial Services Inc (631) 287-4955
8 Main St Southampton, NY 11968-4809 View on Map (631) 287-1300
Compensation Method: Commission and Fee Minimum Investable Assets: $3,000,000 Languages: English
TIAA CREF (914) 450-8878
730 3rd Ave New York, NY 10017-3206 View on Map (914) 450-8878
Compensation Method: Salary Minimum Investable Assets: $500,000 Languages: English
Specialties: Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Life Planning
Morgan Stanley (631) 581-5354
290 Broadhollow Rd Melville, NY 11747-4801 View on Map (631) 581-5354
Specialties: Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
Professional Financial Strategies, Inc. (585) 218-9080 x11
PO Box 999 Pittsford, NY 14534-0999 View on Map (585) 218-9292
1159 Pittsford Victor Rd Ste 120 Pittsford, NY 14534-3827 View on Map (585) 218-9080
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: Cantonese, Mandarin, English
Specialties: Investment Management, Retirement Planning, Tax Planning, Wealth Management
Ameriprise Financial Services, Inc. (631) 617-6670
1022 Main St Unit C Holbrook, NY 11741-1622 View on Map (631) 617-6670
Specialties: Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Planning
PARK AVENUE SECURITIES (845) 277-4700
301 Fields Ln Ste 201 Brewster, NY 10509-2621 View on Map (845) 277-4700
Compensation Method: Commission Only Minimum Investable Assets: $100,000 Languages: English
Specialties: Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Retirement Planning