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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.

Sort By: A-Z | Minimum Investable Assets
Contact
Christopher Cierski, CFP®

Dreyfus/BNY Mellon

92 Gun Club Rd
Northport, NY 11768-3366
View on Map
(631) 335-8074

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Contact
Robert A. Dicks, CFP®

Robert A. Dicks Jr. Inc

587 Main St Ste 107
New York Mills, NY 13417-1481
View on Map
(315) 768-3808

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Christopher Q. H. Leverett, CFP®

RBC Wealth Management, Inc.

80 Linden Oaks Ste 220
Rochester, NY 14625-2809
View on Map
(585) 423-2160

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: Comprehensive Financial Planning

Contact
Michael P. Moriarty, CFP®

AXA Advisors

1633 Broadway
AXA Advisors, LLC
New York, NY 10019-6708
View on Map
(212) 541-1970

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Wealth Management

Contact
Lee Evan Rosenberg, CFP®

AMERICAN INVESTMENT PLANNERS, LLC

500 N Broadway Ste 260
Jericho, NY 11753-2128
View on Map
(516) 932-5130

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning

Contact
Robert Vincent Miraglia, CFP®

Smith Barney

6980 188th St
Fresh Meadows, NY 11365-3771
View on Map
(718) 380-1490

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Patrick A. McMahon, CFP®

Independent Planner LLC

19 Limestone Dr Ste 5
Williamsville, NY 14221-7091
View on Map
(716) 634-8705

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Brian S. Saroken, CFP®

Morgan Stanley Smith Barney

590 Madison Avenue
New York, NY 10022-2524
View on Map
(212) 541-2701

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, General Financial Planning, Investment Management, Investment Planning

Contact
Walter J. Gartner, CFP®

WJG Consulting Inc

1007 Pierce Ave
Bronx, NY 10462-3165
View on Map
(718) 409-0600

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Education Planning, Estate Planning, Investment Management, Life Planning, Retirement Income Management, Retirement Planning, Tax Planning

Contact
Donald R. Gleason, CFP®

CCG

1800 Walt Whitman Rd Ste 800
Melville, NY 11747-3099
View on Map
(631) 249-0500

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Ronald J. Pompei, CFP®

Crown Capital Securities

150 White Plains Rd
Ste 205
Tarrytown, NY 10591-5521
View on Map
(914) 366-9800

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Long-Term Care, Tax Preparation, Wealth Management

Contact
Steven M. Tresnan, CFP®

HighTower Advisors

505 5th Ave Fl 14
New York, NY 10017-4919
View on Map
(917) 286-2707

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Kenneth R. Piarulli, CFP®

Ameriprise Financial Services, Inc.

215 Washington St Ste 106
Watertown, NY 13601-3343
View on Map
(315) 785-0971

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning

Contact
Patrick R. Henry, CFP®

Morgan Stanley Smith Barney, LLC

55 E 52nd St Fl 28
Morgan Stanley
New York, NY 10055-0028
View on Map
(212) 883-7746

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Pamela Wetherbee, CFP®

Ameriprise Financial Services Inc.

427 Bedford Rd Ste 110
Pleasantville, NY 10570-3034
View on Map
(845) 838-1921

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning

Contact
Vincent J. Miressi, CFP®

VINCENT J. MIRESSI, CPA, CFP

12 POND VIEW LANE
MYSTIC POINTE
OSSINING, NY 10562-1963
View on Map
(914) 923-8110

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Life Planning, Mortgages, Retirement Income Management

Contact
Sandra L. Riccio, CFP®

Integrated Financial Strategies, LLC

2 Tower Place
2nd FL
Albany, NY 12203-3726
View on Map
(518) 478-7800

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Long-Term Care, Retirement Planning

Contact
Robert J Vogel, CFP®

FSC Securities

3870 N Buffalo St
Orchard Park, NY 14127-1840
View on Map
(716) 852-1705

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning

Contact
Paul D. Marasciullo, CFP®

Wells Fargo Advisors

88 Froehlich Farm Blvd
Suite 110
Woodbury, NY 11797-2933
View on Map
(516) 677-5525

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Divorce Issues, Estate Planning, Intergenerational Planning, Retirement Income Management, Wealth Management

Contact
Alan Williams Cass, CFP®

Ameriprise Financial Services,

24 Davis Ave Ofc 5
Poughkeepsie, NY 12603-2408
View on Map
(845) 559-0210

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Planning, Tax Planning

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