Fee only financial advisor in New York

Jay Himmelstein - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street, New York, New York, United States, is a trusted institution in the finance industry. Whether you are planning for retirement, education, or a major purchase, Jay Himmelstein provides personalized investment, asset allocation, and portfolio recommendations tailored to your goals and risk tolerance. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Jay Himmelstein can help you achieve financial success. Please note that securities business is conducted only with residents of states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing peace of mind to clients. Referrals are welcomed, and your friends or family members can expect to hear from Jay Himmelstein soon to discuss their financial goals.

Bill Geraghty is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. Bill holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bill's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and insurance products. Bill is committed to providing comprehensive and personalized financial advice to his clients, helping them make informed decisions to achieve their financial goals. Contact Bill Geraghty today for expert financial guidance and support.

Merrill Lynch Financial Advisor Timothy Eckman is a finance institution located at 114 West 47th Street, New York, New York, United States. Our primary mission is to understand you and your financial goals to create a personalized plan that helps you pursue your objectives while managing investment risk. Our experienced team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of comprehensive financial solutions tailored to your unique needs, priorities, and financial situation. Our approach focuses on turning your goals into reality by helping you make informed investment decisions and adjustments as your life and the financial markets evolve. We believe in putting you first and working together to help you achieve your financial goals. Contact us to learn more about how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Kevin F Mullon, located at 75 Rockefeller Plaza, New York, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, the institution works one-on-one with clients to develop strategies tailored to their individual needs and aspirations. By listening carefully to clients' priorities and preferences, the team at Merrill Lynch aims to create a customized financial plan that aligns with their values and objectives. Using the Investment Personality Assessment tool, Merrill Lynch gains a deeper understanding of clients' investing preferences and behaviors, allowing for a more tailored approach to wealth management. The institution offers a wide range of services, including retirement planning, education funding, and wealth transfer strategies, all designed to help clients pursue their financial goals with confidence.

United Financial Planning Group LLC is a finance institution located at 14 Pennsylvania Plaza in New York, New York, United States. Our team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. As a Fee-Only, Fiduciary Firm, we offer impartial advice to help you make informed decisions about your finances. Whether you are just starting to think about retirement planning or fine-tuning your goals as you approach retirement, our team is here to help you create a retirement plan that protects the assets you have worked hard to obtain. Contact us today to start planning for a financially secure future.

Pegasus Private Client Group - Ameriprise Financial Services, LLC is a finance institution located at 1001 Franklin Avenue, Garden City, New York, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients receive regular reviews and updates to ensure their financial plan aligns with their changing life circumstances. The institution provides secure online access to track investments and progress towards goals. Those interested can schedule a complimentary initial consultation to learn more about how they can help achieve financial goals. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client protection. The institution values referrals and ensures prompt follow-up with referred individuals. Privacy and security are a top priority, with safeguards in place to protect client information.

Peter Barone, a financial advisor at Ameriprise Financial Services, LLC, located at 401 Franklin Avenue in Garden City, New York, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and updates as life changes, Peter helps you track your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how Peter can help you achieve a more confident financial future. As a member of FINRA and SIPC, Peter Barone can conduct securities business with residents of states in which he is properly registered. Ameriprise Financial Services, LLC provides investment advisory products and services, with a focus on helping clients reach their financial goals. Take the next step towards financial security by contacting Peter Barone for a consultation today.

American Express Financial Advisors is a renowned finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. With a strong reputation for providing top-notch financial services and expert advice, American Express Financial Advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the knowledgeable team at American Express Financial Advisors is here to assist you every step of the way. Trust in their expertise and experience to secure a brighter financial future for yourself and your loved ones.

Donald Gehrig is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue in East Meadow, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Donald Gehrig is properly registered to conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. The institution offers an overview of financial planning concepts during the initial consultation, but does not provide written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. Clients can expect personalized service and support in achieving their financial goals. The institution also emphasizes privacy and security, and users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations.

Merrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.

Douglas Graham - UBS Financial Services Inc. is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to individual and corporate clients, including wealth management, investment advisory, and financial planning. With a team of experienced professionals, Douglas Graham - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.

Financial Boss is a finance institution located at 100 Terminal Drive, Plainview, New York, United States. We are a fee-only fiduciary specializing in helping techies achieve their financial goals. Our unique approach involves using AI chatbots and applying Agile methods to financial planning. Our institution believes that money serves a purpose, but it won't buy you happiness. We offer three different plans to help build your financial foundation, from creating awareness to controlling cashflow to investing and advanced planning. Our Certified Financial Planners (CFP®) are held to a fiduciary standard and act in your best interests.

Merrill Lynch Financial Advisor Marcello Sciarrino III is a finance institution located at 900 South Avenue, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve their financial goals. Our team of advisors offers a broad range of brokerage, investment advisory, and other services to help you navigate the complexities of investing. Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. We strive to provide personalized and comprehensive financial planning to help you achieve the life you desire. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Our goal is to provide you with information about products and services that you may find useful and interesting. Contact us today to start your journey towards financial success.

Continuum Wealth Advisors, located at 18 Division Street in Saratoga Springs, New York, is a finance institution dedicated to helping you feel comfortable with your money. We pride ourselves on clear communication in plain English, taking care of the heavy lifting behind the scenes so you can focus on what matters to you. Our team provides a comprehensive view of your finances, utilizing both fundamental and technical analysis to ensure your money is working hard for you. From determining the right amount of coverage for you and your family to maximizing your compensation beyond just salary, we are here to guide you every step of the way. As a Registered Investment Advisor, we are committed to providing personalized financial planning and investment advisory services to clients in the state of New York. Contact us today to start your journey towards financial security and peace of mind.

Ryan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Specializing in finance, Ryan P Lambert holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing expert financial advice and planning services, Ryan P Lambert is dedicated to helping individuals navigate complex financial situations and achieve their wealth management goals.

Merrill Lynch Financial Advisor Jonathan H Tellstone is a reputable finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Senior Resident Director - Wealth Management Advisor focuses on understanding your goals and priorities, helping you pursue what matters most to you. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. The Merrill Personal Wealth Analysis™ helps in building a personalized plan centered on your aspirations. The institution believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve your goals. With a focus on understanding you and what matters most, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Whether it's retirement planning, education funding, or wealth transfer, the team is committed to helping you achieve financial success.

Merrill Lynch Financial Advisor Robert B Lilley is a finance institution located at 69 State Street, Albany, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Specializing in creating customized strategies for families seeking a lifetime of income, the Lilley - O'Toole Group has been serving clients since 1975. With over $397 million of entrusted wealth, the team focuses on helping clients plan for a secure financial future through strategic planning and proactive communication. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors strive to help clients achieve their financial goals and navigate the complexities of their financial lives. Certified by the Certified Financial Planner Board of Standards, Inc., the team at Merrill Lynch is committed to providing clients with the expertise and guidance needed to make informed financial decisions and pursue their aspirations. Let Merrill Lynch Financial Advisor Robert B Lilley help you create a financial approach tailored to your unique needs and priorities.

Welcome to Maximus Financial, your trusted insurance agency located at 207 Smithtown Boulevard, Nesconset, New York 11767. At Maximus Financial, we are committed to providing personalized insurance solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of insurance and investment services with confidence and ease. As an esteemed partner of Cetera Advisor Networks LLC, a member of FINRA and SIPC, we offer a wide range of securities and advisory services. Cetera Advisor Networks LLC operates under separate ownership, ensuring that our clients receive objective and unbiased advice. Our offerings include brokerage services with transaction-based compensation, investment advisory services with asset-based fees, or a combination of both, depending on your preferences and financial goals.

Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of financial services located at 640 Johnson Avenue, Bohemia, New York. As part of Ameriprise Financial Services, LLC, we are committed to helping you navigate your financial journey with confidence and clarity. Our team of experienced financial advisors is individually registered and well-equipped to serve clients across various U.S. states. To learn more about our advisors' qualifications, please visit their personal websites or consult FINRA’s BrokerCheck. At Rocco A. Carriero Wealth Partners, we understand that your financial goals are unique. That's why we invite you to meet with us to discuss what's most important to you. During our initial consultation, we will provide an overview of financial planning concepts tailored to your needs. Please note that this session does not include written analysis or specific recommendations.

Welcome to Edward Jones - Financial Advisor: Scot A Krempa, your trusted partner in navigating your financial journey. Conveniently located at 209 West Main Street, Sayville, New York, we are dedicated to providing personalized financial advice and strategies tailored to your unique needs and goals. At Edward Jones, we understand that planning your financial future is a significant step. Our Starting Point tool is designed to help you take those crucial first steps with confidence. Additionally, our "My Priorities" quiz is an invaluable resource for identifying your financial priorities, serving as a foundational element in crafting a comprehensive financial strategy.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.

Chatham Square Accountants Inc. David Zhang, CPA is a reputable accounting and finance institution located at 5 Pennsylvania Plaza in New York, New York, United States. Specializing in fiduciary advisory services, they cater to clients who speak Chinese and offer multi-state tax return relief. They also provide assistance for expatriates, OPT holders, FBAR filers, and corporations. As an IRS authorized e-file provider, they ensure accurate and efficient tax filing services. Additionally, they collaborate with Midtown Expatriate Tax for expatriate and international assignee tax services. Contact them for competitive rates and expert guidance on tax matters.

Welcome to Ardito and McCarrick Team at Morgan Stanley, your trusted financial partners located in the heart of Riverhead, New York. Nestled at 611 East Main Street, our dedicated team is committed to providing exceptional financial services tailored to meet your unique needs. Specializing in comprehensive wealth management, investment strategies, and financial planning, we strive to help you achieve your financial goals with confidence and clarity. At Ardito and McCarrick, we understand that every client is different, which is why we take a personalized approach to your financial journey. Our experienced professionals bring a wealth of knowledge and expertise, ensuring that you receive the highest level of service and guidance. Whether you're planning for retirement, investing for the future, or managing your assets, we are here to support you every step of the way.

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

Bourne Lent Asset Management is a finance institution located at 3 Memorial Avenue in Pawling, New York, United States. Specializing in portfolio management for individual investors and small institutions, we are a fee-only investment advisor dedicated to putting our clients' interests first. Our research-driven approach ensures personalized, comprehensive, and ethical services, with client assets securely held by third-party custodians. We focus solely on securities listed on major stock exchanges, prioritizing transparency and aligning our clients' objectives with sound investment practices.

Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.

Community Resource Federal Credit Union, located at 20 Wade Road in Latham, New York, is a trusted institution offering a range of financial services. Whether you need an ATM, assistance with finance, or a home equity loan, we have you covered. Our home equity loan options include fixed and variable rates with flexible terms, allowing you to borrow up to 85% of the available equity in your home for various purposes. We also offer a simple checking account with no monthly fees or minimum balance requirements, along with benefits such as early access to your money and a VISA® Debit Card with fraud prevention features. With access to over 30 local shared credit union branches and over 100 local fee-free ATMs, managing your finances has never been easier.