Local NY Financial Advisors
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Barnum Financial Group
111 Brook Street
Scarsdale, NY 10583
P. (914) 725-8300Barnum Financial Group's business is advancing your financial life. More than 100,000 people rely on our 300 financial professionals for both a comfortable lifestyle today and a secure financial future tomorrow. For the 4th year in a row, we have been ran
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John F. DeLillo, CPA
229 South Street
Oyster Bay, NY 11771
P. (516) 922-2102The accounting firm of JOHN F. DELILLO, CPA was established in 1981 to provide efficient, expert solutions to businesses and individuals. Our primary services include accounting, taxation, and business consulting. We also offer a host of specialty service
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Sabel & Oplinger, CPA, PC
106 Prospect Street
Southampton, NY 11968
P. (631) 283-2370At Sabel & Oplinger, CPA, PC, we believe that sound tax and financial planning will result in long term financial security. The concepts focus on preserving your assets, providing for retirement, the succession of your business and of course, estate and t
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RGA Investment Advisors
192 Lexington Avenue, Suite 204
New York, NY 10016
P. (646) 633-4540Mr. Gilbert has been managing money for high net worth individuals since 2006, both as a fee-only advisor and fund manager. Prior to a career in wealth management, Mr. Gilbert held M&A roles at both General Atlantic LLC
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ROCCO ABBONDANDOLO, CPA
10 Morris Lane
Oyster Bay, NY 11771
P. (516)369-8019Creating Financial Freedom! Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a top financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealt
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Twin Forks Tax and Accounting Service, LLC
7 Muchmore Lane
East Hampton, NY 11937
P. (631) 324-7323Rick has worked as a financial planner since 1995 specializing in college planning. He has been a tax accountant since 2002 and more recently obtained his certification as a Quickbooks Pro-Advisor. He has also passed all four part of the CPA exam and is i
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David A. Schneider, CFP
304 Park Avenue South, 11th Floor
New York, NY 10010
P. (212) 924-2290David A. Schneider is a native New Yorker and a graduate of New York University. He began his career at Shearson Lehman Hutton in 1989, joining Prudential Securities in 1991. In 1994 he became an independent financial planner associated with Raymond Jame
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Palisades Hudson Financial Group LLC
2 Overhill Road, Suite 100
Scarsdale, NY 10583
P. (914) 723-5000?Financial planning? is often used as a tool to sell investments and insurance products, or tax advice, or wills and trusts. That is not necessarily a bad thing. Without knowledgeable advice, these products and services would be a waste of money. True fin
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Gallego Financial Group at Stifel Nicolaus
50 Audrey Avenue
Oyster Bay, NY 11771
P. (516) 624-2702By listening ? really listening ? we understand where our clients want to go tomorrow. And with over 119 years? experience, we know how to help them get there from here. We can help our clients build wealth. We can assist them in preserving wealth. An
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BRIAN LEISER Financial Advisor
67 Hampton Rd
Southampton, NY 11968
P. (631) 287-9108My Commitment to You As a financial advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- includ
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Wealth Design Services
940 Westfall Rd
Rochester, NY 14618
P. (585) 442-3230Our Clients need versatility from their financial advisor. We specialize in people and no two people are alike. Since our product is really our thinking, we recognize the need to employ smart people with broad educational backgrounds and a wide range of i
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Cooper/Haims Advisors, LLC
30 North Union Street ? Suite 210
Rochester, NY 14607
P. (585) 546-2283Richard T. Bentley, CPA, CFP? Senior Planner Rich joined the Cooper/Haims team as a Senior Planner in January, 2008, after seven years with Nixon Peabody LLP/Nixon Peabody Financial Advisors where he served as Financial Services Manager. At Nixon Pea
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James Mazza & Associates
2024 W. Henrietta Road Suite 3H
Rochester, NY 14623
P. (585) 723-5510Jim is a graduate of the University of Rochester with a B.A. in Biology and Psychology, and he attained his M.S. in Rehabilitation Counseling from Syracuse University. A lifelong resident of the Rochester area, Jim is a Registered and Certified Financia
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Brian J. Friedman - AXA Advisors, LLC
1633 Broadway 3rd Floor
New York, NY 10019
P. (212) 541-1827New York Metro Branch of AXA Advisors, LLC Our mission - to provide the most comprehensive financial service and strategy to our clients - is achieved by having 350 professional and trusted Financial Professionals, who meet with clients every day to hel
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Gaspari Financial
670 White Plains Road Suite 106
Scarsdale, NY 10583
P. (914) 472-3700Our firm has been in business for 17 years assisting small businesses and individuals with their tax and financial needs. We have grown steadily because our competent staff is able to service a continuously changing tax and financial environment. Today, o
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ROCCO A. CARRIERO & ASSOCIATES
1673 County Rd 39 2nd floor
Southampton, NY 11968
P. (631) 283-8482, NY Meeting with a financial advisor is an exciting first step toward creating a solid financial plan for your future. We understand, however, that many new clients are not quite sure what to expect or what to bring to the initial meeting. The