Local Financial Planners
Find a Financial Planner in New York City in Two Easy Steps!
www.unitedfinancialplanning.com
Find a Financial Planner in New York City in Two Easy Steps!
www.unitedfinancialplanning.com
Local Financial Planner
Certified Financial Planner (CFP) Chrysler Building Location - NY, NY
www.sfgroupinc.com
Certified Financial Planner (CFP) Chrysler Building Location - NY, NY
www.sfgroupinc.com
Find a Financial Planner
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
Wealth Management
Lighthouse Financial Management,LLC Fee only investment advisory firm
www.lighthousefm.com
Lighthouse Financial Management,LLC Fee only investment advisory firm
www.lighthousefm.com
Financial Advisor Jobs
Financial Advisor Positions at UBS Investment Center. Apply Online.
www.ubs.com/newfacareers
Financial Advisor Positions at UBS Investment Center. Apply Online.
www.ubs.com/newfacareers
Retirement Advisor
Registered Retirement Advisor, NJ. Call Today for a Free Consultation!
DividendGrower.com
Registered Retirement Advisor, NJ. Call Today for a Free Consultation!
DividendGrower.com
Finance Planning
Earn A Certification In Financial Planning. Study At Your Own Pace.
www.KapContinuing.com
Earn A Certification In Financial Planning. Study At Your Own Pace.
www.KapContinuing.com
Help from Old Mutual
Mutual Funds. Annuities. Life Insurance. Experts from Old Mutual
SayOldMutual.com
Mutual Funds. Annuities. Life Insurance. Experts from Old Mutual
SayOldMutual.com
Need Financial Advice?
Search for a Certified Financial Planner (tm) in Your Area Today!
www.fpanet.org/plannersearch /
Search for a Certified Financial Planner (tm) in Your Area Today!
www.fpanet.org/plannersearch /
A-Z Financial Planners in New York Provider Directory
A
American Financial Advisors
Specialist in comprehensive financial planning, investment advisory consulting, business planning solutions, investments and insurance.
www.afadvisors.com
Specialist in comprehensive financial planning, investment advisory consulting, business planning solutions, investments and insurance.
www.afadvisors.com
AJF Financial Services
Provider of financial services, including retirement planning, tax planning, estate planning and education planning.
www.ajffinancial.com
Provider of financial services, including retirement planning, tax planning, estate planning and education planning.
www.ajffinancial.com
Allbright Asset Management
Independent fee-based investment advisory firm providing asset management and comprehensive financial planning.
www.allbrightassetmgmt.com
Independent fee-based investment advisory firm providing asset management and comprehensive financial planning.
www.allbrightassetmgmt.com
L.J. Altfest & Co.
Fee-only advisory firm specializing in helping people with their financial planning and investment management needs.
www.altfest.com
Fee-only advisory firm specializing in helping people with their financial planning and investment management needs.
www.altfest.com
American College Savers
College financial aid specialists helps students reduce expenses and provide advice on the admissions process. References link available on site.
www.americancollegesavers.com
College financial aid specialists helps students reduce expenses and provide advice on the admissions process. References link available on site.
www.americancollegesavers.com
Craig M. Arons
Certified public accountant and personal financial specialist providing financial services, including auditing and general accounting, investments consulting, financial planning and tax advising.
www.arons-cpa-pfs.com
Certified public accountant and personal financial specialist providing financial services, including auditing and general accounting, investments consulting, financial planning and tax advising.
www.arons-cpa-pfs.com
Russell Hawkes Associates
Investment advisory firm providing fee-only financial planning and asset management services.
www.assetsgrow.com
Investment advisory firm providing fee-only financial planning and asset management services.
www.assetsgrow.com
B
Barbara J. Bouchey Asset Management
Registered investment advisory firm specializing in financial planning, estate conservation and tax-reduction strategies for individuals, families and businesses.
www.barbarabouchey.com
Registered investment advisory firm specializing in financial planning, estate conservation and tax-reduction strategies for individuals, families and businesses.
www.barbarabouchey.com
C
Capital Growth & Shelter
Provider of investment and insurance services. Full service investments brokerage.
www.capitalgrowthonline.com
Provider of investment and insurance services. Full service investments brokerage.
www.capitalgrowthonline.com
Capital Business Advisory Group
Provider of financial planning, business succession planning and investment advisory services.
www.cbagroup.net
Provider of financial planning, business succession planning and investment advisory services.
www.cbagroup.net
Consumer Credit Counseling Services of Rochester
Nonprofit community service agency providing free, confidential budget and credit counseling to consumers in greater Rochester and the Southern Tier of New York.
www.cccsroch.org
Nonprofit community service agency providing free, confidential budget and credit counseling to consumers in greater Rochester and the Southern Tier of New York.
www.cccsroch.org
Ciaschi Dietershagen Little and Mickelson
Provider of accounting, auditing, tax and consulting services to clients in central New York.
www.cdlm.com
Provider of accounting, auditing, tax and consulting services to clients in central New York.
www.cdlm.com
Linsco/Private Ledger Services
Independent brokerage firm providing professional advice and investments including stocks & bonds, mutual funds, fee based asset management, annuities, life insurance, direct investments and money market accounts.
www.comp-financial.com
Independent brokerage firm providing professional advice and investments including stocks & bonds, mutual funds, fee based asset management, annuities, life insurance, direct investments and money market accounts.
www.comp-financial.com
Cooper/Haims Financial Services
Fee-based comprehensive wealth management firm dedicated to serving high-net-worth individuals and families.
www.cooperhaims.com
Fee-based comprehensive wealth management firm dedicated to serving high-net-worth individuals and families.
www.cooperhaims.com
D
Donald J. Puff
Financial advisors providing personal, professionally managed accounts through registered investment advisor, PMG Asset Management.
www.donpuff.com
Financial advisors providing personal, professionally managed accounts through registered investment advisor, PMG Asset Management.
www.donpuff.com
Douglas L. Hoffman & Associates
Certified Public Accountants providing tax planning and review, investment review, business management, financial and estate planning services.
www.douglaslhoffman.com
Certified Public Accountants providing tax planning and review, investment review, business management, financial and estate planning services.
www.douglaslhoffman.com
E
Eagle Steward
Financial and estate planning firm providing services from their accounting, legal, and financial planning departments.
www.eaglesteward.com
Financial and estate planning firm providing services from their accounting, legal, and financial planning departments.
www.eaglesteward.com
Emerald Planning Services
Provider of comprehensive financial planning, investment advice, tax and estate planning to individuals and small business owners.
www.emeraldplanning.com
Provider of comprehensive financial planning, investment advice, tax and estate planning to individuals and small business owners.
www.emeraldplanning.com
Excel Securities & Associates
Professional Financial Advisors providing financial services including financial planning, retirement planning, and estate planning.
www.excelsecurities.com
Professional Financial Advisors providing financial services including financial planning, retirement planning, and estate planning.
www.excelsecurities.com
F
Financial Asset Management Corporation
Financial planning and investment advisory firm specializing in personalized services to individuals and small businesses.
www.famcorporation.com
Financial planning and investment advisory firm specializing in personalized services to individuals and small businesses.
www.famcorporation.com
Francis G. Marchese
Provider of business and financial consulting, accounting and auditing, in-house computer services, small business services, and tax services.
www.fgmcpa.com
Provider of business and financial consulting, accounting and auditing, in-house computer services, small business services, and tax services.
www.fgmcpa.com
Financial Plan-it
Full-service accounting, tax and financial planning firm.
www.financialplan-it.com
Full-service accounting, tax and financial planning firm.
www.financialplan-it.com
Fox Financial
Provider of accounting and financial services, including professional money management, IRAs, education funding and pension distribution.
www.fox-financial.com
Provider of accounting and financial services, including professional money management, IRAs, education funding and pension distribution.
www.fox-financial.com
Financial Planning Association of New York
Provider of both member and public education about the financial planning process and an understanding of the benefits of financial planning to the consumer and the practitioner.
www.fpany.org
Provider of both member and public education about the financial planning process and an understanding of the benefits of financial planning to the consumer and the practitioner.
www.fpany.org
Frederick P. Clark Associates
Provider of planning, development, environmental and transportation consulting services to communities, private landowners, developers, and public institutions in the New York Metropolitan Area.
www.fpclark.com
Provider of planning, development, environmental and transportation consulting services to communities, private landowners, developers, and public institutions in the New York Metropolitan Area.
www.fpclark.com
G
Genesee Agency
Full service independent insurance agency that provides all types of commercial and personal insurance to its clients. Provider of personal and business planning services, and employee benefits planning services.
www.geneseeagency.com
Full service independent insurance agency that provides all types of commercial and personal insurance to its clients. Provider of personal and business planning services, and employee benefits planning services.
www.geneseeagency.com
Gilbert Financial Group
Financial services firm specializing in financial planning, retirement planning, asset allocation, and designation of private money managers.
www.gilbertfinancialgroup.com
Financial services firm specializing in financial planning, retirement planning, asset allocation, and designation of private money managers.
www.gilbertfinancialgroup.com
David G. Glenn Agency
Provider of business, life, homeowners/automobile, yacht/watercraft/boat and property/farm insurance.
www.glenninsure.com
Provider of business, life, homeowners/automobile, yacht/watercraft/boat and property/farm insurance.
www.glenninsure.com
Global Financial Advisors
Fee-only firm providing financial planning and investment advisory services to individuals and small businesses.
www.global-advisor.com
Fee-only firm providing financial planning and investment advisory services to individuals and small businesses.
www.global-advisor.com
Gregory L. Schaffer & Companies
Provider of comprehensive financial services. Companies include financial services, accounting and tax accounting, trust and capital management, mortgage, realty and an automotive group.
www.gregoryschaffer.com
Provider of comprehensive financial services. Companies include financial services, accounting and tax accounting, trust and capital management, mortgage, realty and an automotive group.
www.gregoryschaffer.com
K
Kenneth Bieber Insurance
Provider of business coverage and personal coverage insurance. Provider of investment planning services.
www.kennethbieber.com
Provider of business coverage and personal coverage insurance. Provider of investment planning services.
www.kennethbieber.com
L
Lesko Financial Services
Independent brokerage firm providing financial planning services.
www.leskofinancial.com
Independent brokerage firm providing financial planning services.
www.leskofinancial.com
Lincolnshire Management
Firm engaged in the acquisition, ownership and supervision of business enterprises for the accounts of the Lincolnshire Equity Funds.
www.lincolnshiremgmt.com
Firm engaged in the acquisition, ownership and supervision of business enterprises for the accounts of the Lincolnshire Equity Funds.
www.lincolnshiremgmt.com
M
MetzWood Harder Insurance
Independent agency providing auto home, business and life insurance.
www.metzwood.com
Independent agency providing auto home, business and life insurance.
www.metzwood.com
Meyer Duffy Ventures
Venture capital investment whose objective is to achieve long-term superior capital appreciation primarily through equity and equity-related investments in "best of breed" private technology companies. Provider of consulting services.
www.meyerduffy.com
Venture capital investment whose objective is to achieve long-term superior capital appreciation primarily through equity and equity-related investments in "best of breed" private technology companies. Provider of consulting services.
www.meyerduffy.com
Alan R. Mollot Associates
Provider of investment advisory services and products to individuals and businesses.
www.mollot.com
Provider of investment advisory services and products to individuals and businesses.
www.mollot.com
N
Norton & Siegel
Full service independent insurance agency providing auto, home and business insurance.
www.nortonsiegel.com
Full service independent insurance agency providing auto, home and business insurance.
www.nortonsiegel.com
Financial Planning Association of Upstate New York
Association offering continuing education programming in Rochester, Syracuse and Owego, along with multi-faceted networking opportunities designed to enhance its members' abilities to provide the best possible service to their individual clients...
www.nyfpa.org
Association offering continuing education programming in Rochester, Syracuse and Owego, along with multi-faceted networking opportunities designed to enhance its members' abilities to provide the best possible service to their individual clients...
www.nyfpa.org
O
Outstanding Investor Digest
Magazine providing articles and information on investing. Provider of ideas and insights of money managers with the best long-term records in the business.
www.oid.com
Magazine providing articles and information on investing. Provider of ideas and insights of money managers with the best long-term records in the business.
www.oid.com
Orange County Trust Company
Local bank serving the Orange County community by providing business banking, personal checking, personal savings, loan center, investments and trusts services and products. Investment management and estate planning services provided.
www.orangecountytrust.com
Local bank serving the Orange County community by providing business banking, personal checking, personal savings, loan center, investments and trusts services and products. Investment management and estate planning services provided.
www.orangecountytrust.com
P
Pittsford Capital Group
Diversified full service financial services firm. Provider of financial analysis, asset and allocation, education funding, estate planning, fee-based mutual fund management services and more.
www.pittsfordcapital.com
Diversified full service financial services firm. Provider of financial analysis, asset and allocation, education funding, estate planning, fee-based mutual fund management services and more.
www.pittsfordcapital.com
Melissa Levine
Information on investments and insurance products and services provided by Melissa Levine, a Certified Financial Planner. Full service brokerage accounts and asset management services available.
www.plan4goals.com
Information on investments and insurance products and services provided by Melissa Levine, a Certified Financial Planner. Full service brokerage accounts and asset management services available.
www.plan4goals.com
Polizzotto & Polizzotto
Full service law firm providing business planning, family law, real estate planning and administration, business formation and litigation, elderly law and real estate services. Financial planning services include investment, retirement, tax and...
www.polizzotto.com
Full service law firm providing business planning, family law, real estate planning and administration, business formation and litigation, elderly law and real estate services. Financial planning services include investment, retirement, tax and...
www.polizzotto.com
Positive Financial Advisors
Registered investment advisor offering customized financial consulting on a fee basis.
www.positivefinancial.com
Registered investment advisor offering customized financial consulting on a fee basis.
www.positivefinancial.com
R
Ryan Agency
Insurance and financial services firm providing products and services, including business retirement and pension plans, retirement planning, mutual funds, annuities, life insurance and more.
www.ryanagency.com
Insurance and financial services firm providing products and services, including business retirement and pension plans, retirement planning, mutual funds, annuities, life insurance and more.
www.ryanagency.com
S
T
Tri-Town Insurance
Provider of insurance, business and industrial services. Money management services provided.
www.tritowninsurance.com
Provider of insurance, business and industrial services. Money management services provided.
www.tritowninsurance.com
V
Vanson Financial
Provider of fee-based investment advisor services, estate planning, business succession planning, education funding and planning strategies and institutional managed asset accounts.
www.vansonfinancial.com
Provider of fee-based investment advisor services, estate planning, business succession planning, education funding and planning strategies and institutional managed asset accounts.
www.vansonfinancial.com
Wall Street Financial Group
Provider of resources for investors, financial planners looking for a new broker/dealer, and affiliate professionals. Online access for clients to their brokerage accounts provided on site.
www.wallstreetfinancial.com
Provider of resources for investors, financial planners looking for a new broker/dealer, and affiliate professionals. Online access for clients to their brokerage accounts provided on site.
www.wallstreetfinancial.com
Wang Investments
Online brokerage firm providing services including free check writing, daily money market sweep, VIP asset management accounts, free dividend reinvestment plan, asset protection, simple consolidated statement, free IRAs and more.
www.wangvest.com
Online brokerage firm providing services including free check writing, daily money market sweep, VIP asset management accounts, free dividend reinvestment plan, asset protection, simple consolidated statement, free IRAs and more.
www.wangvest.com
Local Financial Planners
Find a Financial Planner in New York City in Two Easy Steps!
www.unitedfinancialplanning.com
Find a Financial Planner in New York City in Two Easy Steps!
www.unitedfinancialplanning.com
Local Financial Planner
Certified Financial Planner (CFP) Chrysler Building Location - NY, NY
www.sfgroupinc.com
Certified Financial Planner (CFP) Chrysler Building Location - NY, NY
www.sfgroupinc.com
Find a Financial Planner
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
