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Financial Advisors in New York

HighPoint Advisors
East Syracuse, NY

Address: 5900 N Burdick St, Ste 100, East Syracuse, NY, 13057-9464
HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ... See More

Highlights: Financial Advising Services, Estate Planning, Wealth Management, Investment Consulting, Retirement Planning, Life Insurance, Financial Planning Advice And Services

Willink Asset Managment LLC is a fee only registered investment advisor. Financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our r... See More

Highlights: CFP ®, Investment Services, Passive Investment Strategies, Fee Only, Comprehensive Financial Planning, Independent Investment Advisor, Stocks, Fiduciary, Investment Consulting, ETFs, Investment Policy Statements, 403B Plans, Sustainability, Certified Financial Planner, 401K Consulting, Wealth Management, Socially Responsible Investments, Mutual Funds, Retirement Planning

PG Capital Management Group is a quantitative investment management company that relies on mathematical and statistical methods and utilizes algorithmic models to produce exceptional and consistent returns for its investors by trading in global finan... See More

Highlights: Retirement Income Planning, Fee-Only, Passive Investment Strategies, Registered Investment Advisor, IRA, Investment Consulting, Debt Management, Comprehensive Financial Planning, Young Investors, Advisory And Investment Management, Stocks, Corporate Bonds, Investment Management, ETFs, Retirement Planning, Special Needs Planning, Rollover Of 401k Or IRA, Fee Only, Independent Investment Advisor
Philip Capell
Melville, NY

At Piermont, we believe everyone deserves a financially secure retirement. We feel that after a lifetime of hard work, you should be able to enjoy your golden years without financial stress. That's why we provide personal financial planning service... See More

Highlights: Rollover Of 401k Or IRA, Retirement Income Planning, IRA, Estate Planning, Comprehensive Financial Planning, 401k Rollover, 403B Plans, Fee Only, Advisory And Investment Management, Registered Investment Advisor, Investment Management, Professional Wealth Management, Independent Investment Advisor, JD, Wealth Management, Retirement Planning, Non-Commissioned, NAPFA Member, Mutual Funds, Fee-Only

Full Service Financial Consultant and Retirement Income Planning Specialist

Highlights: Retirement Distribution Plan, Comprehensive Financial Planning, Sustainability, Annuities & Life Insurance, Women's Issues, Retirement Planning, Debt Management, Special Needs Planning, Advanced Tax Planning Strategies, Investment Policy Statements, Investment Services, Disability Income & Long Term Care Insurance, Synergistic Portfolio Planning, Pension Plan Design & Management, Professional Wealth Management, Income Tax Planning, Investment Consulting, Charitable Planning, Asset Protection, Passive Investment Strategies

Welcome to RJM Investments.

I founded RJM Investments in 2002 to bring my own style of personalized, objective and careful portfolio management to Capital District professionals. Most importantly, I offer independent, fee-only investment advice.
... See More

Highlights: Investment Services, Sustainability, Retirement Distribution Plan, 403B Plans, Disability Income & Long Term Care Insurance, Investment Policy Statements, Mutual Funds, 401K Consulting, Socially Responsible Investments, Independent Investment Advisor, Investment Consulting, Fee Only, Fiduciary, IRA, Annuities & Life Insurance

Trendline Financial Solutions is a Fee Only Financial Planning Practice specializing in Family Financial Planning and life changing events such as Divorce, New Baby, Loss of Loved One. As a Fee Only Planning Firm, we do not earn any commissions on pr... See More

Highlights: Wealth Management, Women's Issues, College Planning, Family Financial Planning, Retirement Distribution Plan, Investment Consulting, Comprehensive Financial Planning, 401K Consulting, Annuities & Life Insurance, Fee Only, Young Investors, Stocks, IRA, Passive Investment Strategies, Investment Policy Statements, Divorce Planning, Retirement Planning, Investment Services, Middle Income, Mutual Funds

Kevin McLoughlin, CFP
Arista Wealth Advisors, LTD. is an independent, fee-only wealth management firm located in Albany, New York. Since being established in 1988, the firm has been committed to providing comprehensive financial planning and investm... See More

Matthew Hague
Guide Wealth Management is a private wealth management firm headquartered in New York. We have offices in Manhattan, Hudson Valley, and Washington, DC. The firm was born out of a desire to provide a sophisticated wealth management solut... See More

Gregory Fetters, CFP, CPA/PFS
Our mission is to help our clients fulfill their life's most important values by achieving their financial goals. The firm specializes in providing fee-only financial planning services and investment advice to individua... See More

Samuel McPherson, CFP
McPherson Financial Advisors, Inc. is a holistic financial planning firm. Our commitment is to the client first and foremost. We do not require that you place your investments with us. Many of our clients are self-directed in... See More

Michael Angelucci, CFP, MBA
Angelucci Wealth Management, LLC is a full service financial planning firm that is dedicated to helping clients solve their financial problems and manage their financial future. AWM believes that understanding a clients li... See More

Knickerbocker Advisors Inc.
Pine Plains, NY

John Henry Low, MBA

Taconic Advisors, Inc.
Poughkeepsie, NY

Charles "Chip" Simon, CFP, MS
Financial Planning without Product Sales. For Secure Retirements and Life's Transitions.
A NAPFA-registered ACP (Alliance of Comprehensive Planners) financial advisor in the Mid-Hudson Valley with offices in Poughkeepsi... See More

Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fe... See More is © Copyright Sudden Ventures, Inc. ( 0.118 secs on 03/04/21)

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