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You Request, Melville Personal Financial Planners Respond: Compare rates, availability, and advice from local Personal Financial Planners. Fill out one simple form and your request will be sent to the Melville area Personal Financial Planners listed below. You can either take the time to call each of these Personal Financial Planners individually or you can use Respond Finance to contact all of them in one easy click. The Personal Financial Planners who respond are eager to earn your business and will be responsive to your needs They are pre-screened for availability on your event to ensure that their rates are within your budget range. Respond Finance is free and easy to use. Plus, you are under no obligation to purchase from any of these Personal Financial Planners. | |||||||||||
Steps For Selecting a Personal Financial Planner: Your finances are important to you. You and your family deserve to have professional and knowledgeable financial services.
When choosing a Personal Financial Planner, we recommend that you do the following: 1. Use Respond Finance to get free, no obligation quotes from local Melville Personal Financial Planners. Typically, you can expect to receive between 2 and 5 Personal Financial Planners responses to your request. 2. Ask friends and family if they have experience with any local Personal Financial Planners. You might receive one or two more referrals from friends and family. If you do receive any referrals, be sure to visit those Personal Financial Planners' web sites as you do your research. 3. Narrow your choices down to two or three Personal Financial Planners who you will meet in-person. A face-to-face meeting is important before you select the Personal Financial Planner for your event. |
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Request a Quote from Melville, NY Personal Financial Planners | ||||||||||||
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Alpha Omega Consulting,288 Sycamore Lane, Islandia, NY, Suffolk County AccuComp Services,16 Stubbe Drive, Stony Point, NY, Rockland County Louis A. Farella, CPTx, ATP.,909 CATALPA DR., Franklin Square, NY, Nassau County Fred Form, Accountant,2950 Hempstead Turnpike, Levittown, NY, Nassau County Avalon Computer,37 Park Street, Demarest, NJ, Bergen County Anthony Tricarichi,26 Prospect Road, Center Port, NY, Suffolk County Westminster Securities Corp.,100 Park Ave. 28th Fl., New York, NY, New York County Adolph Levin,53-04 192 St, Flushing, NY, Queens County Alan Sclar,381 Park Ave S # 1601, New York, NY, New York County Sterling Warren Ltd,1350 Broadway, New York, NY, New York County Newman Fitch Altheim Myers, P.C.,14 Wall St Fl 22, New York, NY, New York County STERLING TAX AND FINANCIAL ASSOCIATES,871-E Newfield St, Middletown, CT, Middlesex County Leonard Mandel,15-68 208th Pl, Bayside, NY, Queens County Christine L. Owens, Accountant,296 Smithtown Blvd., Nesconset, NY, Suffolk County Gerald Fox,126 Greenbelt Ln., Levittown, NY, Nassau County Frank J. Artusa, Cpa,64 N Park Ave, Rockville Centre, NY, Nassau County Howard Halbreich,18 Bradley Ave, Staten Island, NY, Richmond County Capital Planning & Accounting, Inc,1650 Sycamore Ave, Ste 41, Bohemia, NY, Suffolk County Lamptey Accounting Associates,8 Edward Ln, Spring Valley, NY, Rockland County Eierman & Demilt Associates, Inc,102-18 159th Avenue, Howard Beach, NY, Queens County Alpha Financial & Tax Services, CorpInc.,1877 Wood Ave., 2nd Fl, Bronx, NY, Bronx County Mary C. Fee Financial Services,1810 Bushwick Avenue, Merrick, NY, Nassau County Martin Pauker,100 Crossways Park Dr W, Woodbury, NY, Nassau County Robert Roschwalb,32 Birch Drive, Plainview, NY, Nassau County Stuart Dworkin,1700 Central Park Ave., Yonkers, NY, Westchester County J & B Associates,459 Barrett Hill Road, Mahopac, NY, Putnam County Pudillo Accounting Resources,125 East 7th Street, Manhattan, NY, New York County Siverman & Mordfin,150 Great Neck Road - Suite 201, Allenwood, NY, Nassau County Levene & Co., CPAs,35 Barnes Road, Ossining, NY, Westchester County Kurz & Kurz, Jericho, NY, Nassau County MetLife,2929 Express Drive North, Hauppauge, NY, Suffolk County Primerica Financial Services,a member of Citigroup,1767 Morris Avenue, Union, NJ, Union County ED ROBERTS,709 WESTCHESTER AVE, White Plains, NY, Westchester County Len Cerefice,1103 Westfield Avenue, Rahway, NJ, Union County Martin R. Nielsen, CLU, Summit, NJ, Union County Beneplicity, Incorporated,327 Fifth Avenue, Pelham, NY, Westchester County Berger Michael J & Co,3425 Veterans Memorial Hwy, Ronkonkoma, NY, Suffolk County MerinoA Bookkeeping Services, Brooklyn, NY, Kings County MetLife Financial Services,225 Old Country Rd, Melville, NY, Suffolk County metlife, Huntington Station, NY, Suffolk County Control Comp Services, Co.,PO Box 294, Lower Montville, NJ, Morris County Blanchet Management PC,2207 Chestnut Street, 2nd Floor, Philadelphia, PA, Philadelphia County Merrill Lynch, Staten Island, NY, Richmond County Merrill Lynch,900 South Avenue, Staten Island, NY, Richmond County RICHARD L. LIPTON CPA & ASSOCIATES,101 GIBRALTAR DRIVE;SUITE 2D, Morris Plains, NJ, Morris County Larry Solomon, Smithtown, NY, Suffolk County Eierman & DeMilt Assoc. INC, Howard Beach, NY, Queens County Northwestern Mutual Financial Network,Turnpike Plaza, East Brunswick, NJ, Middlesex County Kempa & Company, CPAs, LLP,Conf. Ctr. Citibank Plaza, Wantagh, NY, Nassau County Jeremiah J OSullivan CPA,76 Meadow St, Garden City, NY, Nassau County MetLife Financial Services,1981 Marcus Avenue Suite E119, Lake Success, NY, Nassau County MetLife,1981 Marcus Ave. Suite E119, Lake Success, NY, Nassau County BDM Rosner LLC,73-23 179th Street, Fresh Meadows, NY, Queens County Metlife Financial Services, Inc.,450 Plymouth Road, Plymouth Meeting, PA, Montgomery County Walton & Company,480 EAST 188TH STREET, Bronx, NY, Bronx County Blue Chip Financial Corp.,200 Broad Hollow Rd., Melville, NY, Suffolk County NEW YORK LIFE INSURANCE COMPANY,576 Broad Hollow Rd., Huntington Station, NY, Suffolk County TRG Group,40 Cutter Mill Road, Great Neck, NY, Nassau County Paladin Registry,395 S. Highway 65 Suite, A-275, Darien, CT, Fairfield County Paladin Registry,395 S. Highway 65 Suite, A-275, Melville, NY, Suffolk County Brookstreet Securities,366 N. Broadway, Ste. 206, Jericho, NY, Nassau County Brookstreet Securities,366 N. Broadway, Ste. 206, Jericho, NY, Nassau County Maxim Group,99 Sunnyside Blvd., Ext., Woodbury, NY, Nassau County Maxim Group,99 Sunnyside Blvd., Ext., Woodbury, NY, Nassau County Maxim Group,99 Sunnyside Blvd, Woodbury, NY, Nassau County Maxim Group,99 Sunnyside Blvd, Woodbury, NY, Nassau County Gold Coast Asset Mgmnt,6 East Neck Court, Huntington, NY, Suffolk County AXA Advisors, LLC,1305 Walt Whitman Rd., Melville, NY, Suffolk County Morgan Stanley,2 Jericho Plaza, Jericho, NY, Nassau County Morgan Stanley,2 Jericho Plaza, Jericho, NY, Nassau County Linsco/Private Ledger,40 East Merrick Road, Valley Stream, NY, Nassau County Foresters/Fesco,445 Broad Hollow, Melville, NY, Suffolk County Jefferson Pilot Securities Corporation,9 Mott Ave. Ste 306, Norwalk, CT, Fairfield County Allstate Financial Services, LLC,847 Broadway, Suite 101, Massapequa, NY, Nassau County Merrill Lynch/The Dotson Wood Group,301 Tresser Boulevard - 10th Floor, Stamford, CT, Fairfield County Progressive Financial Planning Services, Inc.,6 Cabriolet Lane, Melville, NY, Suffolk County Investax, Inc.,3034 Merrick Rd, Wantagh, NY, Nassau County The Farrar/Linke Team: Merrill Lynch,301 Tresser Blvd, Stamford, CT, Fairfield County 4M Capital Services,91 Annandale Rd 11554, Commack, NY, Nassau County NRL Associates,25 Carle Road, Westbury, NY, Nassau County AXA-Advisors,100 First Stamford Place, Stamford, CT, Fairfield County Merrill Lynch,1305 Walt Whitman Rd, Melville, NY, Suffolk County Wealth Advisors Ltd.,100 Jericho Quadrangle, Jericho, NY, Nassau County Wealth Advisors Ltd.,100 Jericho Quadrangle, Jericho, NY, Nassau County Center for Wealth Preservation,6800 Jericho Turnpike, Syosset, NY, Nassau County Center for Wealth Preservation,6800 Jericho Turnpike, Syosset, NY, Nassau County Be Prepared Financially Inc,155 East Ames Court, Plainview, NY, Nassau County Be Prepared Financially Inc,155 East Ames Court, Plainview, NY, Nassau County Personal Financial Planning,31 Southwood Dr., New Canaan, CT, Fairfield County Master Plan Advisory, Inc.,584 Bellmore Ave., East Meadow, NY, Nassau County Sagemark Consulting/Lincoln Financial Advisors,6900 Jericho Tpke., Ste. 101E, Syosset, NY, Nassau County Sagemark Consulting/Lincoln Financial Advisors,6900 Jericho Tpke., Ste. 101E, Syosset, NY, Nassau County VEBA Plan, LLC,68 Keswick Lane, Plainview, NY, Nassau County VEBA Plan, LLC,68 Keswick Lane, Plainview, NY, Nassau County Oppenheimer & Co., Inc.,115 Broadhollow Road, Melville, NY, Suffolk County Oppenheimer & Co., Inc.,115 Broad Hollow Rd., Melville, NY, Suffolk County David Lerner Associates,477 Jericho Turnpike, Syosset, NY, Nassau County David Lerner Associates,477 Jericho Turnpike, Syosset, NY, Nassau County Ameriprise Financial Services, Inc.,333 Earle Ovington Blvd., Suite 1010, Uniondale, NY, Nassau County John Hancock Financial,1025 Old Country Rd., Westbury, NY, Nassau County Center for Wealth Preservation,6800 Jericho Tpke., Suite 202W, Syosset, NY, Nassau County Center for Wealth Preservation,6800 Jericho Tpke., Suite 202W, Syosset, NY, Nassau County Haze LLC,25-41 30th Road, Long Island City, NY, Queens County Company Company,155 Lockwood Rd, Riverside, CT, Fairfield County Royal Alliance Associates Inc,12 Narwood Ct, North Merrick, NY, Nassau County Company Company,255 Executive Drive Ste. 305, Plainview, NY, Nassau County Company Company,255 Executive Drive Ste. 305, Plainview, NY, Nassau County Company Company,65 Woods Avenue, Roosevelt, NY, Nassau County Company Company,225 Old Country Road, Melville, NY, Suffolk County Company Company,333 Earleovington Blvd, 1010, Uniondale, NY, Nassau County UBS Financial Services, Inc., Stamford, CT, Fairfield County Golub, LaCapra, Wilson & DeTiberiis, LLP, Port Jefferson Station, NY, Suffolk County Planning Financial Futures, Inc,1895 Walt Whitman Road, Melville, NY, Suffolk County Ameriprise Financial, Uniondale, NY, Nassau County Please Supply,Please Supply, Melville, NY, Suffolk County Please Supply,Please Supply, Jericho, NY, Nassau County Please Supply,Please Supply, Jericho, NY, Nassau County Please Supply,Please Supply, Jericho, NY, Nassau County Please Supply,Please Supply, Jericho, NY, Nassau County Please Supply,Please Supply, Norwalk, CT, Fairfield County Please Supply,Please Supply, Darien, CT, Fairfield County Please Supply,Please Supply, Stamford, CT, Fairfield County Please Supply,Please Supply, Stamford, CT, Fairfield County Please Supply,Please Supply, Stamford, CT, Fairfield County Please Supply,Please Supply, Jericho, NY, Nassau County Please Supply,Please Supply, Jericho, NY, Nassau County Please Supply,Please Supply, Melville, NY, Suffolk County Please Supply,Please Supply, Amityville, NY, Suffolk County Merrill Lynch Wealth Management, Stamford, CT, Fairfield County Ameriprise Financial, Hunt, NY, Suffolk County Ameriprise Financial, Hunt, NY, Suffolk County Amin Rashid, CFP(R), Huntington Station, NY, Suffolk County Lincoln Financial Group, Syosset, NY, Nassau County Lincoln Financial Group, Syosset, NY, Nassau County CJM Fiscal Management,534 Broadhollow Road, Melville, NY, Suffolk County Ameriprise,6 Thorndal Cir, Darien, CT, Fairfield County Ameriprise,47 Pine St, New Canaan, CT, Fairfield County Ameriprise,90 Merrick Ave, East Meadow, NY, Nassau County American Prosperity Group,162 Closter Dock Road, Suite 12, Closter, NJ, Bergen County American Prosperity Group,239 New Road, Ste 104A, Parsippany, NJ, Morris County American Prosperity Group,268 Rt. 206 Bldg D, Flanders, NJ, Morris County American Prosperity Group,1500 Meeting House Rd., Sea Girt, NJ, Monmouth County American Prosperity Group,One Jocama Blvd. Suite 1B, Old Bridge, NJ, Middlesex County Relyea Zuckerberg Hanson, LLC,Stamford, Stamford, CT, Fairfield County Maxim Wealth Preservation,N/A, Woodbury, NY, Nassau County Maxim Wealth Preservation,N/A, Woodbury, NY, Nassau County UBS FINANCIAL SERVICES INC.,333 EARLE OVINGTON BOULEVARD, Uniondale, NY, Nassau County OPPENHEIMER & CO. INC.,750 WASHINGTON BLVD., Stamford, CT, Fairfield County PARK AVENUE SECURITIES LLC,80 CROSSWAYS PARK WEST, Woodbury, NY, Nassau County PARK AVENUE SECURITIES LLC,80 CROSSWAYS PARK WEST, Woodbury, NY, Nassau County The Oxford Group of Lake Success,30 Hunt Court, Jericho, NY, Nassau County The Oxford Group of Lake Success,30 Hunt Court, Jericho, NY, Nassau County Palisades Hudson,300 First Stamford Place, Stamford, CT, Fairfield County Palisades Hudson,300 First Stamford Place, Stamford, CT, Fairfield County AXA,1000 Woodbury Road, Suite 300, Woodbury, NY, Nassau County AXA,1000 Woodbury Road, Suite 300, Woodbury, NY, Nassau County American Portfolios Financial Services,91 Bayview Ave., Massapequa, NY, Nassau County Fiduciam Financial,835 Straits Turnpike, Middlebury, CT, New Haven County Wealth Enhancement Group,505 N. Highway 169, Plymouth, MN, Hennepin County Regency Wealth Management,500 North Franklin Turnpike, Ramsey, NJ, Bergen County LPL Financial,NA, Merrick, NY, Nassau County Hernandez Retirement Services (LPL),56 Harrison St, New Rochelle, NY, Westchester County Alexandria Capital LLC,120 White Plains Road, Tarrytown, NY, Westchester County Edelman Financial Engines, LLC,360 Bloomfield Avenue, Windsor, CT, Hartford County United Financial Planning Group, LLC,888 Veterans Memorial Hwy, Hauppauge, NY, Suffolk County United Financial Planning Group, LLC,888 Veterans Memorial Hwy, Hauppauge, NY, Suffolk County Kingsview Asset Management, Lindenhurst, NY, Suffolk County Tortoise Investment Management, LLC, White Plains, NY, Westchester County Tortoise Investment Management, LLC, White Plains, NY, Westchester County United Wealth Planning, Garden City, NY, Nassau County United Wealth Planning, Garden City, NY, Nassau County Attitude Financial Advisors,3 Crossways Park Drive West, Woodbury, NY, Nassau County Attitude Financial Advisors,3 Crossways Park Drive West, Woodbury, NY, Nassau County Iron Birch Advisors,767 Third Avenue, New York, NY, New York County Iron Birch Advisors,767 Third Avenue, New York, NY, New York County AXA Advisors,Huntington Station, Huntington Station, NY, Suffolk County AXA Advisors,Huntington Station, Huntington Station, NY, Suffolk County Edelman Financial Engines, LLC,650 From Road, Paramus, NJ, Bergen County Edelman Financial Engines, LLC,650 From Road, Paramus, NJ, Bergen County Mass Mutual, Greenvale, NY, Nassau County Mass Mutual, Greenvale, NY, Nassau County Eaglestone Capital Management LLC,119 Midland Ave, Bronxville, NY, Westchester County Steven Tresnan,505 5th Ave, 4th Floor, New York, NY, New York County Spar Bernstein P.C., New York, NY, New York County Northwestern Mutual,50 main street, White Plains, NY, Westchester County Northwestern Mutual,50 main street, White Plains, NY, Westchester County Strategic Growth Investment Management,42 Broadway, New York, NY, New York County Blacktower Financial Management US LLC,125 Park Avenue, New York, NY, New York County Atherean Wealth Management, LLC,121 Newark Avenue, Jersey City, NJ, Hudson County Atherean Wealth Management, LLC,121 Newark Avenue, Jersey City, NJ, Hudson County DC Strategies Integrated Wealth Management,12 Christopher Way, Eatontown, NJ, Monmouth County DC Strategies Integrated Wealth Management,12 Christopher Way, Eatontown, NJ, Monmouth County Hunter Financial Advisors, Inc,120 White Plains Rd, Tarrytown, NY, Westchester County Private Portfolio Partners,LLC,461 From Rd, Paramus, NJ, Bergen County Private Portfolio Partners,LLC,461 From Rd, Paramus, NJ, Bergen County Valeo Financial Advisors, LLC,New York City, New York, NY, New York County Valeo Financial Advisors, LLC,New York City, New York, NY, New York County SFG Wealth Planning Services, Inc.,3655 Route 202, Doylestown, PA, Bucks County Schlotz and Company,107 Elm Street Four Stamford Plaza 5th Floor, Stamford, CT, Fairfield County Schlotz and Company,107 Elm Street Four Stamford Plaza 5th Floor, Stamford, CT, Fairfield County Piermont Wealth Management,2255 Glades Road, Boca Raton, FL, Palm Beach County AFG Wealth Management,221 River Street, Hoboken, NJ, Hudson County AFG Wealth Management,221 River Street, Hoboken, NJ, Hudson County CFO Capital Management, Westport, CT, Fairfield County CFO Capital Management, Westport, CT, Fairfield County Seacrest Wealth Management LLC, Purchase, NY, Westchester County Greenwich Advisors, LLC,340 Madison Avenue, 19th Floor, New York, NY, New York County Sterling Wealth Services,4608 Francis Lewis Blvd, Flushing, NY, Queens County Sterling Wealth Services,4608 Francis Lewis Blvd, Flushing, NY, Queens County Kingsview Asset Management,1000 Woodbury Rd., Suite 404, Woodbury, NY, Nassau County Westport Capital Markets, Paterson, NJ, Passaic County Prospera Financial,200 Mamaroneck Avenue, Suite 602, White Plains, NY, Westchester County SkyStem LLC, New York, NY, New York County Quorum Federal Credit Union, Purchase, NY, Westchester County Focus Asset Management,555 Madison Ave. 5th Floor, New York, NY, New York County Network Capital Services Inc, Commack, NY, Suffolk County Network Capital Services Inc, Commack, NY, Suffolk County Lowell Road Asset Management, Manhasset, NY, Nassau County Morgan Stanley, Short Hills, NJ, Essex County Oppenheimer Financial Advisor, Stamford, CT, Fairfield County Oppenheimer Financial Advisor, Stamford, CT, Fairfield County Personal Capital,---, Prince, NY, New York County Personal Capital,---, Prince, NY, New York County Morgan Stanley,330 Fellowship Rd, Mount Laurel, NJ, Burlington County Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.,174 Main St., Port Washington, NY, Nassau County Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.,174 Main St., Port Washington, NY, Nassau County Amadeus Wealth Alternatives,Amadeus Wealth Alternatives Inc., Hackensack, NJ, Bergen County Wells fargo,100 Jedwood Pl., Valley Stream, NY, Nassau County Wells fargo,100 Jedwood Pl., Valley Stream, NY, Nassau County Creative Planning,---, Brooklyn, NY, Kings County Creative Planning,---, New York, NY, Nassau County Creative Planning,---, Cranford, NJ, Union County Creative Planning,---, Fairfield, CT, Fairfield County Creative Planning,---, Rumson, NJ, Monmouth County Creative Planning,---, New York, NY, New York County Creative Planning,250 Post Road E. Suite 102, Westport, CT, Fairfield County Creative Planning,2 Hollyhock Rd. 1st Floor, Wilton, CT, Fairfield County Creative Planning,---, Commack, NY, Suffolk County Creative Planning,657 Orange Center Rd., Orange, CT, New Haven County Creative Planning,---, New York, NY, New York County Creative Planning,250 Post Road E. Suite 102, Westport, CT, Fairfield County Tupler Financial, Bridgewater, NJ, Somerset County National Securities,477 Madison Ave Suite 230, New York, NY, New York County Farther Finance, New York, NY, New York County Farther Finance, New York, NY, New York County Raymond James, New York, NY, New York County Colarossi & Williams, Central Islip, NY, Suffolk County Colarossi & Williams, Central Islip, NY, Suffolk County Iron Birch Advisors,767 Third Ave, 38th Floor, New York, NY, New York County UBS Financial Services,1285 Avenue Of The Americas, New York, NY, New York County Unified Retirement Planning Group,59 Sunset Drive, Unit 101A, Briarcliff Manor, NY, Westchester County BAXTER INVESTMENT MANAGEMENT, Ridgefield, CT, Fairfield County Dipaola Financial Group, Huntington Station, NY, Suffolk County High Tower, Huntington Station, NY, Suffolk County High Tower, Huntington Station, NY, Suffolk County Pruco Securities, Barnegat, NJ, Ocean County AdvicePeriod,140 East Ridgewood Ave, Paramus, NJ, Bergen County LPL, Stamford, CT, Fairfield County LPL, Stamford, CT, Fairfield County Samalin Group, Chappaqua, NY, Westchester County Climbing Capital, New York, NY, New York County Premier Financial Investment Group, Howell, NJ, Monmouth County Stembrook Asset Management,405 Lexington Avenue, New York, NY, New York County Komich Capital Advisors LLC, Stony Brook, NY, Suffolk County National Securities, Huntington Station, NY, Suffolk County National Securities, Huntington Station, NY, Suffolk County Retirable, Inc.,41 East 11th Street, New York, NY, New York County Farther, LLC,Four World Trade Center, New York, NY, New York County Farther, LLC,Four World Trade Center, New York, NY, New York County PareShah Partners LLC,960 South Broadway, Suite 115-B, Hicksville, NY, Nassau County Grant Phillips Law, Pllc,670 Long Beach Boulevard, Long Beach, NY, Nassau County SAGE INVESTMENT ADVISERS LLC, Poughkeepsie, NY, Dutchess County Bicoastal Wealth Management,142 West 57th Street, New York, NY, New York County QuantStreet Capital, New Rochelle, NY, Westchester County QuantStreet Capital, New Rochelle, NY, Westchester County Lumiere Financial Group,121 W 27th St, New York, NY, New York County Raffer Investment Group,115 West Century Rd, Paramus, NJ, Bergen County LPL FINANCIAL LLC, Paramus, NJ, Bergen County CITIGROUP GLOBAL MARKETS INC., Flushing, NY, Queens County Target Rock Wealth Management, New York, NY, New York County wells fargo advisors, Woodbury, NY, Nassau County wells fargo advisors, Woodbury, NY, Nassau County Merrill, New York, NY, New York County Creative Financial Planning Inc,101 S Broadway, South Nyack, NY, Rockland County Creative Financial Planning Inc,101 S Broadway, South Nyack, NY, Rockland County GWN SECURITIES INC., Yonkers, NY, Westchester County DAngelis wealth management, Paramus, NJ, Bergen County LPL, Huntington Station, NY, Suffolk County LPL, Huntington Station, NY, Suffolk County Ladenburg Thalmann, Huntington Station, NY, Suffolk County Ladenburg Thalmann, Huntington Station, NY, Suffolk County U.S. Capital Wealth Advisors, LLC,150 East 52nd Street Suite 5001, New York, NY, New York County Sarsi, LLC, West New York, NJ, Hudson County Sarsi, LLC, West New York, NJ, Hudson County Halcyon Financial Partners, Garden City, NY, Nassau County Halcyon Financial Partners, Garden City, NY, Nassau County Money Mindset Wealth Management, Paramus, NJ, Bergen County UBS, Westfield, NJ, Union County Rose Wealth Advisors,20 N Central Avenue suite 2 Ramsey, Ramsey, NJ, Bergen County Rose Wealth Advisors,20 N Central Avenue suite 2 Ramsey, Ramsey, NJ, Bergen County Oxler Private Wealth,800 Westchester Ave, Rye Brook, NY, Westchester County Firethorn Capital,Westport, Westport, CT, Fairfield County Honey Badger Advisors LLC,125 Central Avenue B9, Rye, NY, Westchester County Honey Badger Advisors LLC,125 Central Avenue B9, Rye, NY, Westchester County American Portfoliks, Holbrook, NY, Suffolk County Chelsea Financial Services, Jamaica, NY, Queens County Woodson Wealth Management, Flushing, NY, Queens County Woodson Wealth Management, Flushing, NY, Queens County Bleakley Financial Group,100 Passaic Ave, Fairfield, NJ, Essex County UBS Financial Services, New York, NY, New York County UBS Financial Services, New York, NY, New York County Empire State Planning Group, Inc., Smithtown, NY, Suffolk County Empire State Planning Group, Inc., Smithtown, NY, Suffolk County Quorum Private Wealth, Morristown, NJ, Morris County Krim Associates/Kestra Investment Services, Paramus, NJ, Bergen County Krim Associates/Kestra Investment Services, Paramus, NJ, Bergen County Farther,150 Greenwich Street, New York, NY, New York County Farther,150 Greenwich Street, New York, NY, New York County Prosperiant Wealth Management, LLC,Greater NJ Area &, New York, NY, New York County Prudential,82 Main Street, Huntington, NY, Suffolk County Prudential,82 Main Street, Huntington, NY, Suffolk County NSI Group Inc,9 South Long Beach Road, Rockville Centre, NY, Nassau County NSI Group Inc,9 South Long Beach Road, Rockville Centre, NY, Nassau County Broadway Advisors,122 Combs Ave A, Woodmere, NY, Nassau County Broadway Advisors,122 Combs Ave A, Woodmere, NY, Nassau County LPL FINANCIAL, Massapequa, NY, Nassau County LPL FINANCIAL, Massapequa, NY, Nassau County Webster Investments, Flushing, NY, Queens County Webster Investments, Flushing, NY, Queens County Prudential, Brooklyn, NY, Kings County Kingswood US,800 Westchester Ave Ste N-641, Rye Brook, NY, Westchester County Peak Wealth Partners, Kings Park, NY, Suffolk County Golden Eagle Capital Advisors Inc, New York, NY, New York County Core Planning, Scarsdale, NY, Westchester County Scott Gegerson, Rockville Centre, NY, Nassau County Investment Insight Wealth Management,36 West Drive, Massapequa, NY, Nassau County Investment Insight Wealth Management,36 West Drive, Massapequa, NY, Nassau County Markin Asset Management, LP, Rye, NY, Westchester County Markin Asset Management, LP, Rye, NY, Westchester County LPL Financial, Rockville Centre, NY, Nassau County LPL Financial, Rockville Centre, NY, Nassau County Landmark Wealth Management, LLC, Huntington Station, NY, Suffolk County Landmark Wealth Management, LLC, Huntington Station, NY, Suffolk County Global View Capital Advisors, Port Chester, NY, Westchester County Global View Capital Advisors, Port Chester, NY, Westchester County Granite Group Advisors, Stamford, CT, Fairfield County Granite Group Advisors, Stamford, CT, Fairfield County The Asterion Wealth Advisory Group, White Plains, NY, Westchester County The Asterion Wealth Advisory Group, White Plains, NY, Westchester County US Financial Services, Fairfield, NJ, Essex County National Financial Network (Guardian/PAS),123, Garden City, NY, Nassau County National Financial Network (Guardian/PAS),123, Garden City, NY, Nassau County The Choice Group / LPL Financial,105 Maxess Rd Suite 314, Melville, NY, Suffolk County The Choice Group / LPL Financial,105 Maxess Rd Suite 314, Melville, NY, Suffolk County Edelman Financial Engines, LLC,74 Batterson Park Road, Farmington, CT, Hartford County Edelman Financial Engines, LLC,74 Batterson Park Road, Farmington, CT, Hartford County Altfest Personal Wealth Management,445 Park Avenue, New York, NY, New York County MML,900 Stewart Ave #260, Garden City, NY, Nassau County Harbor West Wealth Management & Planning,830 Post Road East Suite 102, Westport, CT, Fairfield County Harbor West Wealth Management & Planning,830 Post Road East Suite 102, Westport, CT, Fairfield County Dynasty Wealth Management, LLC,200 Central Avenue 15th Floor, Saint Petersburg, FL, Pinellas County Savant Wealth Management,545 Fifth Avenue, Nyc, NY, New York County Savant Wealth Management,545 Fifth Avenue, Nyc, NY, New York County Integrity Point Advisors,66 Commack Rd, Commack, NY, Suffolk County Edelman Financial Engines, LLC,900 South Avenue, Staten Island, NY, Richmond County Edelman Financial Engines, LLC,900 South Avenue, Staten Island, NY, Richmond County Edelman Financial Engines, LLC,10 Bank Street, White Plains, NY, Westchester County Edelman Financial Engines, LLC,10 Bank Street, White Plains, NY, Westchester County Savvy Advisors,363 Bond Street, Brooklyn, NY, Kings County Edelman Financial Engines, LLC,1130 RXR Plaza, Uniondale, NY, Nassau County Edelman Financial Engines, LLC,1130 RXR Plaza, Uniondale, NY, Nassau County Edelman Financial Engines, LLC,328 Newman Springs Road, Red Bank, NJ, Monmouth County Edelman Financial Engines, LLC,328 Newman Springs Road, Red Bank, NJ, Monmouth County Sequoia Financial Group,80 Blanchard Road, Suite 201, Burlington, MA, Middlesex County Sequoia Financial Group,1205 Westlakes Dr., Suite 270, Berwyn, PA, Chester County Edelman Financial Engines, LLC,51 John F Kennedy Parkway, Short Hills, NJ, Essex County Edelman Financial Engines, LLC,51 John F Kennedy Parkway, Short Hills, NJ, Essex County Bleakley Financial Group,100 Passaic Avenue, Fairfield, NJ, Essex County Port Capital Management,684 Broadway, Massapequa, NY, Nassau County BroadFront Capital Management,101 Crawfords Corner Rd, Suite 1120, Holmdel, NJ, Monmouth County Edelman Financial Engines, LLC,340 Madison Avenue, New York, NY, New York County Edelman Financial Engines, LLC,340 Madison Avenue, New York, NY, New York County Procyon Partners, LLC,1 Corporate Drive, Shelton, CT, Fairfield County Farther Finance, LLC,4 World Trade Center, New York, NY, New York County Vanguard Personal Advisor,100 Vanguard Blv V26, Malvern, PA, Chester County | ||||||||||||
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