New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).
As an independent and fee-only advisor, we don’t restrict ourselves to ... See More
Hawkes Wealth Management is a Fee Only Registered Investment Advisory. We specialize in retirement planning, and act as fiduciaries.
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
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 rSee More...
PG Capital Management Group is an independent private wealth advisory firm dedicated to working with individuals, families, and small businesses. We strive to create strategies and solutions that would fit your personal financial goals by focusing onSee More...
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 serviceSee More...
Full Service Financial Consultant and Retirement Income Planning Specialist
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
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
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
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
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
John Henry Low, MBA
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
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
Anne Chernish, BS, CFP
Anchor Capital Management, LLC is a fee-only Registered Investment Advisor (RIA) offering portfolio management and comprehensive financial planning from its headquarters in Ithaca, NY. Anchor Capital Management, LLC has an aver ... See More
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