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Local Financial Advisors
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You Request, Westchester County Financial Advisors Respond: Compare rates, availability, and advice from local Financial Advisors. Fill out one simple form and your request will be sent to the Westchester County area Financial Advisors listed below. You can either take the time to call each of these Financial Advisors individually or you can use Respond Finance to contact all of them in one easy click. The Financial Advisors 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 Financial Advisors.
Steps For Selecting a Financial Advisor: Your finances are important to you. You and your family deserve to have professional and knowledgeable financial services. When choosing a Financial Advisor, we recommend that you do the following:

1. Use Respond Finance to get free, no obligation quotes from local Westchester County Financial Advisors. Typically, you can expect to receive between 2 and 5 Financial Advisors responses to your request.
2. Ask friends and family if they have experience with any local Financial Advisors. You might receive one or two more referrals from friends and family. If you do receive any referrals, be sure to visit those Financial Advisors' web sites as you do your research.
3. Narrow your choices down to two or three Financial Advisors who you will meet in-person. A face-to-face meeting is important before you select the Financial Advisor for your event.

Request a Quote from Westchester County, NY Financial Advisors
Click on a Financial Advisor to view their online brochure and submit a request.
Louis A. Farella, CPTx, ATP.,909 CATALPA DR., Franklin Square, NY, Nassau County
Anthony Tricarichi,26 Prospect Road, Center Port, NY, Suffolk County
insurancesales,PO Box 70, Vernon, NJ, Sussex County
Westminster Securities Corp.,100 Park Ave. 28th Fl., New York, NY, New York 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
Alpha Financial & Tax Services, CorpInc.,1877 Wood Ave., 2nd Fl, Bronx, NY, Bronx County
Stuart Dworkin,1700 Central Park Ave., Yonkers, NY, Westchester 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
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
ronald morris,127 mcgregor ave., Mount Arlington, NJ, Morris County
Martin R. Nielsen, CLU, Summit, NJ, Union County
Beneplicity, Incorporated,327 Fifth Avenue, Pelham, NY, Westchester County
MetLife Financial Services,225 Old Country Rd, Melville, NY, Suffolk County
metlife, Huntington Station, NY, Suffolk 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
Neil G. Carousso, CPA, CFP,24-44 Francis Lewis Blvd, Whitestone, NY, Queens County
Neil G. Carousso, CPA, CFP,24-44 Francis Lewis Blvd, Whitestone, NY, Queens County
Jeremiah J OSullivan CPA,76 Meadow St, Garden City, NY, Nassau County
Metlife Financial Services, Inc.,450 Plymouth Road, Plymouth Meeting, PA, Montgomery County
Walton & Company,480 EAST 188TH STREET, Bronx, NY, Bronx County
AXA Advisors, LLC,1266 East Main Street, Stamford, CT, Fairfield County
AXA Advisors, LLC,1111 Marcus Ave,, New Hyde Park, NY, Nassau County
TRG Group,40 Cutter Mill Road, Great Neck, NY, Nassau County
Paladin Registry,395 S. Highway 65 Suite, A-275, Tarrytown, NY, Westchester County
GM Advisory Group,30 Main St, Port Washington, NY, Nassau County
Beacon Financial Advisors, Inc.,120 White Plains Rd, Tarrytown, NY, Westchester County
Wechter Feldman Wealth Management, Inc.,1719 Route 10 East, Parsippany, NJ, Morris County
Wechter Feldman Wealth Management, Inc.,1719 Route 10 East, Parsippany, NJ, Morris County
Cetera Financial Specialists, LLC,150 East Post Road, White Plains, NY, Westchester County
Keith Williams Associates,Inc.,1700 Central Park Avenue, Yonkers, NY, Westchester County
Reda & Company, LLP,525 N Broadway, White Plains, NY, Westchester County
LADENBURG THALMANN,80 Cuttermill Rd, Great Neck, NY, Nassau County
ODMD,500 Mamaroneck Ave, Harrison, NY, Westchester County
AIG AMERICAN GENERAL,P.O. BOX 952, Port Washington, NY, Nassau County
Vision Financial Services,63-48 Alderton Street, Rego Park, NY, Queens County
DPC Management, LLC,500 Lake Street, Suite D, Ramsey, NJ, Bergen County
DPC Management, LLC,500 Lake Street, Suite D, Ramsey, NJ, Bergen County
American Express Financial Advisors,80-02 Kew Gardens Road, Kew Gardens, NY, Queens County
LEXCO Wealth Management, Inc.,120 White Plains Rd, Tarrytown, NY, Westchester County
Elbert T Chester CPA PLLC,148-45 Hillside Ave Ste 200, Briarwood, NY, Queens County
Ameriprise Financial Services, Inc.,500 Mamaroneck Avenue, Harrison, NY, Westchester County
Lexco Wealth Management, Inc.,120 White Plains Rd, Ste 112, Tarrytown, NY, Westchester County
Martone Capital Management, Inc.,50 Main Street, Suite 1000, White Plains, NY, Westchester County
AXA Advisors, LLC,1111 Marcus Avenue, Lake Success, NY, Nassau County
H. Beck, Inc.,13510 Rockaway Blvd, Queens, NY, Queens County
Strategic Wealth Management, LLC,555 Pleasantville Rd., Briarcliff Manor, NY, Westchester County
STAR Financial, LLC,185-12 Union Turnpike, Fresh Meadows, NY, Queens County
Haze LLC,25-41 30th Road, Long Island City, NY, Queens County
Advanced Wealth Solutions Group LLC, Ossining, NY, Westchester County
LYCEUM FINANCIAL GROUP LLC, Elmsford, NY, Westchester County
Company Company,10 Berkley, Lawrence, NY, Nassau County
Company Company,215-36 48th Avenue, Oakland Gardens, NY, Queens County
Company Company,112-15 72nd Rd, Apt 103, Forest Hills, NY, Queens County
Company Company,72a Lawrence Court, White Plains, NY, Westchester County
Company Company,3069 Maqua Place, Mohegan Lake, NY, Westchester County
Company Company,7 Lake St Apt 6B, White Plains, NY, Westchester County
Company Company,303 South Broadway, Suite 410, Tarrytown, NY, Westchester County
Company Company,399 Knollwood Road - Suite 300, White Plains, NY, Westchester County
Company Company,70 Sunnyside Place, Irvington, NY, Westchester County
Company Company,140-14 Laburnum Ave, Flushing, NY, Nassau County
Please Supply,Please Supply, Rye, NY, Westchester County
Please Supply,Please Supply, Scarsdale, NY, Westchester County
Please Supply,Please Supply, Scarsdale, NY, Westchester County
Please Supply,Please Supply, Bayside, NY, Queens County
Please Supply,Please Supply, Great Neck, NY, Nassau County
Please Supply,Please Supply, Great Neck, NY, Nassau County
Please Supply,Please Supply, Floral Park, NY, Nassau County
Please Supply,Please Supply, Valley Stream, NY, Nassau County
Ameriprise Financial, Hunt, NY, Suffolk County
Ameriprise Financial, Hunt, NY, Suffolk County
Davis Securities, New York, NY, New York County
Davis Securities, New York, NY, New York County
Lynne, Nachman & Associates,A, Pleasantville, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,80 E Hartsdale Ave, Hartsdale, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,500 Mamaroneck Ave, Harrison, NY, Westchester County
Ameriprise,80 E Hartsdale Ave, Hartsdale, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
Ameriprise,689 Mamaroneck Ave, Mamaroneck, NY, Westchester County
black nasdaq,1300 purdy st, Bronx, NY, Bronx County
Louis P. Orgera,1 Main Street, Douglaston, NY, Queens County
Company,45 Sandy Hollow Road, The Terrace, 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
New Bridges,Flushing, Flushing, NY, Queens County
World Group Solutions LLC,12608 9th Avenue, Flushing, NY, Queens County
Premier Financial Advisors,1 New King St., West Harrison, NY, Westchester County
NATIONAL PLANNING CORPORATION,120 WHITE PLAINS ROAD, Sleepy Hollow, NY, Westchester County
MORGAN STANLEY SMITH BARNEY,4 MANHATTANVILLE ROAD, Purchase, NY, Westchester County
MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,11205 QUEENS BOULEVARD, Flushing, NY, Queens County
WELLS FARGO ADVISORS LLC,1133 WESTCHESTER AVE 3RD FL, Westchester County Airport, NY, Westchester County
COMMONWEALTH FINANCIAL NETWORK,660 WHITE PLAINS ROAD, Sleepy Hollow, NY, Westchester County
CHARLES SCHWAB & CO. INC.,331 CENTRAL PARK AVENUE, Edgemont, NY, Westchester County
METLIFE SECURITIES INC.,565 TAXTER ROAD SUITE 625 6TH FLOOR, Elmsford, NY, Westchester County
MORGAN STANLEY SMITH BARNEY,2000 WESTCHESTER AVENUE, Purchase, NY, Westchester County
Nfp Securities Inc.,555 Taxter Road, Elmsford, NY, Westchester County
Ubs Financial Services Inc.,709 Westchester Avenue, Westchester County Airport, NY, Westchester County
MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,105 SOUTH BEDFORD ROAD, Mount Kisco, NY, Westchester County
MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,360 HAMILTON AVENUE, White Plains, NY, Westchester County
UBS FINANCIAL SERVICES INC.,709 WESTCHESTER AVENUE, Westchester County Airport, NY, Westchester County
MORGAN STANLEY SMITH BARNEY,2000 WESTCHESTER AVENUE, Purchase, NY, Westchester County
AMERICAN PORTFOLIOS FINANCIAL SERVICES INC.,105 CALVERT STREET, Harrison, NY, Westchester County
STIFEL NICOLAUS & COMPANY INCORPORATED,4 WEST RED OAK LANE SUITE 101, Westchester County Airport, NY, Westchester County
Acme contractors,Some Street, Floral Park, NY, Nassau County
Merrill Lynch,*, Short Hills, NY, Nassau County
Merrill Lynch,105 S Bedford Rd, Mount Kisco, NY, Westchester 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
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
Regency Wealth Management,500 North Franklin Turnpike, Ramsey, NJ, Bergen County
Edelman Financial Engines, LLC,484 E. Evesham Rd., Cherry Hill, NJ, Camden County
TJT Capital Group, LLC,9 West Broad Street, Stamford, CT, Fairfield County
Ameritas Investment Corp, Mahopac, NY, Putnam County
Berson and Corrado Investment Advisors,48 South Franklin Turnpike, Ramsey, NJ, Bergen County
Stone Street Equity LLC,3 Barker Ave, White Plains, NY, Westchester County
LPL,NY, Purchase, NY, Westchester County
Stratos Wealth Advisory Group,2975 Westchester Ave, Purchase, NY, Westchester County
LPL,NY, Purchase, NY, Westchester County
LPL,NY, Purchase, NY, Westchester County
Kramer Financial Group,591 Warburton Street #280, Hastings On Hudson, NY, Westchester County
Kramer Financial Group,591 Warburton Street #280, Hastings On Hudson, NY, Westchester County
Hernandez Retirement Services (LPL),56 Harrison St, New Rochelle, NY, Westchester County
Hernandez Retirement Services (LPL),56 Harrison St, New Rochelle, NY, Westchester County
Alexandria Capital LLC,120 White Plains Road, Tarrytown, NY, Westchester County
Alexandria Capital LLC,120 White Plains Road, Tarrytown, NY, Westchester County
Goldman Financial Solutions, Port Washington, NY, Nassau County
Edelman Financial Engines, LLC,360 Bloomfield Avenue, Windsor, CT, Hartford County
Tortoise Investment Management, LLC, White Plains, NY, Westchester County
Tortoise Investment Management, LLC, White Plains, NY, Westchester County
BlackDiamond Wealth Management,13 MCKEAN CIRCLE, West Grove, PA, Chester 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
CHIMERA SECURITIES (Barclays), New York, NY, New York County
CHIMERA SECURITIES (Barclays), New York, NY, New York County
Client Focused Advisors, LLC, Rockville Centre, NY, Nassau County
Client Focused Advisors, LLC, Rockville Centre, NY, Nassau County
AXA Advisors,1290 Avenue of the Americas Fl.4, New York, NY, New York County
Asset Advisory Services, Inc.,233 East Shore Road, Great Neck, NY, Nassau County
Asset Advisory Services, Inc.,233 East Shore Road, Great Neck, NY, Nassau County
Prudential, Flushing, NY, Queens County
Prudential, Flushing, NY, Queens County
Spartan Capital Private Wealth Management LLC, Garden City, NY, Nassau County
Spartan Capital Private Wealth Management LLC, Garden City, NY, Nassau County
Ameriprise Financial,1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY, Rockland County
Ameriprise Financial,1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY, Rockland 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
Illyricum Capital, Long Island City, NY, Queens 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
Blacktower Financial Management (US) LLC,125th Park Avenue, New York, NY, New York County
Blacktower Financial Management (US) LLC,125th Park Avenue, New York, NY, New York County
The David Yvars Group, Valhalla, NY, Westchester County
The David Yvars Group, Valhalla, NY, Westchester 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
Windfall Wealth Advisors, Paramus, NJ, Bergen County
Windfall Wealth Advisors, Paramus, NJ, Bergen 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
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
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
Palmerston Group Advisors LLC,320 Raritan Avenue suite 302, Highland Park, NJ, Middlesex County
Palmerston Group Advisors LLC,320 Raritan Avenue suite 302, Highland Park, NJ, Middlesex 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
Cornerstone Wealth Managment,120 White Plains Rd Ste 115, Tarrytown, NY, Westchester County
CFO Capital Management, Westport, CT, Fairfield County
Seacrest Wealth Management LLC, Purchase, NY, Westchester County
Seacrest Wealth Management LLC, Purchase, NY, Westchester County
Greenwich Advisors, LLC,340 Madison Avenue, 19th Floor, New York, NY, New York 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
Lionshead Wealth Management LLC, New York, NY, New York County
Lionshead Wealth Management LLC, New York, NY, New York County
Kolinsky Wealth Management, Ramsey, NJ, Bergen County
Value Investment Professionals, LLC, New York, NY, New York County
Value Investment Professionals, LLC, New York, NY, New York County
NAMCOA, Jersey City, NJ, Hudson County
NAMCOA, Jersey City, NJ, Hudson County
Blueprint Financial Group,19 Ludlow Rd., Westport, CT, Fairfield County
Blueprint Financial Group,19 Ludlow Rd., Westport, CT, Fairfield County
Aren Asset Management, LLC,757 3rd Avenue, 20th Floor, New York, NY, New York County
Aren Asset Management, LLC,757 3rd Avenue, 20th Floor, New York, NY, New York County
BD8 Capital Partners, LLC,150 E. 52nd Street, New York, NY, New York County
BD8 Capital Partners, LLC,150 E. 52nd Street, New York, NY, New York County
Marche' Wealth,370 Lexington Ave, New York, NY, New York County
Marche' Wealth,370 Lexington Ave, New York, NY, New York County
Marche' Wealth,370 Lexington Ave, New York, NY, New York County
Marche' Wealth,370 Lexington Ave, New York, NY, New York County
Compass Asset Management Group,100 Stony Brook Ct., Newburgh, NY, Orange County
Compass Asset Management Group,100 Stony Brook Ct., Newburgh, NY, Orange County
Chesapeake Asset Management,630 5th Avenue, New York, NY, New York County
Chesapeake Asset Management,630 5th Avenue, New York, NY, New York County
Traphagen Financial Group, Oradell, NJ, Bergen County
Traphagen Financial Group, Oradell, NJ, Bergen County
Westport Capital Markets, Paterson, NJ, Passaic County
Prospera Financial,200 Mamaroneck Avenue, Suite 602, White Plains, NY, Westchester County
Prospera Financial,200 Mamaroneck Avenue, Suite 602, White Plains, NY, Westchester County
SkyStem LLC, New York, NY, New York County
Aspireon Wealth, New York, NY, New York County
Aspireon Wealth, New York, NY, New York County
Thrivent, Newark, NJ, Essex County
Thrivent, Newark, NJ, Essex County
Quorum Federal Credit Union, Purchase, NY, Westchester County
Quorum Federal Credit Union, Purchase, NY, Westchester County
Bleakley Financial Group,100 Passaic Ave, Fairfield, NJ, Essex County
Bleakley Financial Group,100 Passaic Ave, Fairfield, NJ, Essex County
Focus Asset Management,555 Madison Ave. 5th Floor, New York, NY, New York County
Reverence Capital Partners, New York, NY, New York County
The Highbridge Financial Group,660 White Plains Road, Suite 155, Tarrytown, NY, Westchester 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
The Acorn Team,NY, Upper Grandview, NY, Rockland County
The Acorn Team,NY, Upper Grandview, NY, Rockland County
The Bendix Financial Group,NY, Stewart Manor, NY, Nassau County
The Bendix Financial Group,NY, Stewart Manor, NY, Nassau County
Lighthouse Financial Network LLC,NY, Lindenhurst, NY, Suffolk County
Highland Capital Brokerage,NY, New York, NY, New York County
Highland Capital Brokerage,NY, New York, NY, New York County
Full Spectrum Financial Solutions,NY, Muttontown, NY, Nassau County
Full Spectrum Financial Solutions,NY, Muttontown, NY, Nassau 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
MML Investors Services, LLC,3701 Corporate Parkway, Center Valley, PA, Lehigh County
MML Investors Services, LLC,3701 Corporate Parkway, Center Valley, PA, Lehigh County
Target Rock Wealth Management LLC,445 Park Avenue, New York, NY, New York County
Target Rock Wealth Management LLC,445 Park Avenue, New York, NY, New York 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,---, Voorhees Kirkwood, NJ, Camden 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
Atlas Private Wealth,208 W. 23rd St., 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
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
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
GrandView Insurance & Financial Services, LLC,7 Skyline Drive Suite 350, Hawthorne, NY, Westchester County
GrandView Insurance & Financial Services, LLC,7 Skyline Drive Suite 350, Hawthorne, NY, Westchester County
Bleakley Financial,300 Kimball Ave Drive, Parsippany, NJ, Morris County
Pruco Securities, Barnegat, NJ, Ocean County
Atlas Private Wealth Advisors, Matawan, NJ, Monmouth County
DFC, Whippany, NJ, Morris County
DFC, Whippany, NJ, Morris 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
Samalin Group, Chappaqua, NY, Westchester County
LPL FINANCIAL LLC, Whippany, NJ, Morris County
LPL FINANCIAL LLC, Whippany, NJ, Morris 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
J.P. Morgan Wealth Management,277 Park Avenue, New York, NY, New York County
CJE Financial LLC,363 Route 46 West, Fairfield, NJ, Essex 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
lpl, Manhasset, NY, Nassau County
lpl, Manhasset, NY, Nassau County
Raffer Investment Group,115 West Century Rd, Paramus, NJ, Bergen County
LPL FINANCIAL LLC, Paramus, NJ, Bergen County
Barnum Financial, New York, NY, New York County
Barnum Financial, New York, NY, New York County
High Mountain Financial, Paterson, NJ, Passaic County
High Mountain Financial, Paterson, NJ, Passaic County
CITIGROUP GLOBAL MARKETS INC., Flushing, NY, Queens County
NCM Capital Management, Wyckoff, NJ, Bergen County
NCM Capital Management, Wyckoff, NJ, Bergen 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
Lpl Financial Llc,Please Supply, New City, NY, Rockland County
Lpl Financial Llc,Please Supply, New City, NY, Rockland County
Lpl Financial Llc,Please Supply, Lindenhurst, NY, Suffolk County
Lpl Financial Llc,Please Supply, Lindenhurst, NY, Suffolk County
Commonwealth Financial Network,Please Supply, Islandia, NY, Suffolk County
Commonwealth Financial Network,Please Supply, Islandia, NY, Suffolk County
Commonwealth Financial Network,Please Supply, New York, NY, New York County
Commonwealth Financial Network,Please Supply, New York, NY, New York County
Ellevest,Please Supply, Cooper, NY, New York County
Ellevest,Please Supply, Cooper, NY, New York County
PFM,Please Supply, New Rochelle, NY, Westchester County
PFM,Please Supply, New Rochelle, NY, Westchester County
Ellevest,Please Supply, Cooper, NY, New York County
Ellevest,Please Supply, Cooper, NY, New York County
GWN SECURITIES INC., Yonkers, NY, Westchester County
FIrst Republic,1230 Avenue of the Americas, New York, NY, New York County
FIrst Republic,1230 Avenue of the Americas, New York, NY, New York County
DAngelis wealth management, Paramus, NJ, Bergen County
gardencityfinancialgroup, Garden City, NY, Nassau County
gardencityfinancialgroup, Garden City, NY, Nassau County
KBK Wealth Management, New York, NY, New York County
KBK Wealth Management, New York, NY, New York County
Farther, LLC,4 World Trade Center, New York, NY, New York County
Farther, LLC,4 World Trade Center, New York, NY, New York County
LPL, Huntington Station, NY, Suffolk County
LPL, Huntington Station, NY, Suffolk County
Flynn Financial Partners,56 Harrison St, New Rochelle, NY, Westchester County
Flynn Financial Partners,56 Harrison St, New Rochelle, NY, Westchester County
ProEast Asset Management,4 Research Drive, Shelton, CT, Fairfield County
U.S. Capital Wealth Advisors, LLC,150 East 52nd Street Suite 5001, New York, NY, New York 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
Gladstone Wealth Partners, Jersey City, NJ, Hudson County
Gladstone Wealth Partners, Jersey City, NJ, Hudson County
Money Mindset Wealth Management, Paramus, NJ, Bergen County
IBEX Wealth Advisors, LLC,135 US Highway 202/206 Suite 4, Bedminster, NJ, Somerset County
HEROLD & LANTERN INVESTMENTS,1190 HYLAN BLVD, Staten Island, NY, Richmond County
UBS, Westfield, NJ, Union County
LEXCO Wealth Management, Inc., Tarrytown, NY, Westchester County
LEXCO Wealth Management, Inc., Tarrytown, NY, Westchester 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
Honey Badger Advisors LLC,125 Central Avenue B9, Rye, NY, Westchester County
Honey Badger Advisors LLC,125 Central Avenue B9, Rye, NY, Westchester County
Rampino Wealth Management, Flushing, NY, Queens County
Rampino Wealth Management, Flushing, NY, Queens County
American Portfoliks, Holbrook, NY, Suffolk County
HIGHLAND Financial Advisors, LLC,1680 Route 23 N, Wayne, NJ, Passaic County
HIGHLAND Financial Advisors, LLC,1680 Route 23 N, Wayne, NJ, Passaic County
Chelsea Financial Services, Jamaica, NY, Queens County
Chelsea Financial Services, Jamaica, NY, Queens County
Woodson Wealth Management, Flushing, NY, Queens County
Woodson Wealth Management, Flushing, NY, Queens County
Acanto, Llc, Pound Ridge, NY, Westchester County
Oppenheimer & Co. Inc,, Saddle Brook, NJ, Bergen County
Oppenheimer & Co. Inc,, Saddle Brook, NJ, Bergen 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
Moneco Advisors / LPL Financial,175 elm street, New Canaan, CT, Fairfield County
Moneco Advisors / LPL Financial,175 elm street, New Canaan, CT, Fairfield 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
Farther, New York, NY, New York County
Farther, 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
Princeton Global,17 Hulfish Street, Suite 240, Princeton, NJ, Mercer County
LPL FINANCIAL, Massapequa, NY, Nassau County
LPL FINANCIAL, Massapequa, NY, Nassau County
LPL FINANCIAL, Mahwah, NJ, Bergen County
LPL FINANCIAL, Mahwah, NJ, Bergen County
nwn, Poughkeepsie, NY, Dutchess County
Webster Investments, Flushing, NY, Queens County
Webster Investments, Flushing, NY, Queens County
Farther, New York, NY, New York County
Farther, New York, NY, New York County
moneco advisors, New Canaan, CT, Fairfield County
moneco advisors, New Canaan, CT, Fairfield County
Savvy Advisors,900 Broadway Ste. 202, New York, NY, New York County
Prudential, Brooklyn, NY, Kings County
Prudential Haas, Emerson, NJ, Bergen County
Prudential Haas, Emerson, NJ, Bergen 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
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 Consultant at Fidelity,112, Fairfield, NJ, Essex County
Investment Consultant at Fidelity,112, Fairfield, NJ, Essex County
Investment Insight Wealth Management,36 West Drive, Massapequa, NY, Nassau County
Investment Insight Wealth Management,36 West Drive, Massapequa, NY, Nassau County
Prudential, Paramus, NJ, Bergen County
Prudential, Paramus, NJ, Bergen 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
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
Cynthia, Irvington, NJ, Essex 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
Cambridge Investment Research Advisors, Ridgewood, NJ, Bergen County
Cambridge Investment Research Advisors, Ridgewood, NJ, Bergen County
SouthHampton Wealth Management, Brooklyn, NY, Kings County
SouthHampton Wealth Management, Brooklyn, NY, Kings County
Drucker Wealth, New York, NY, New York County
Drucker Wealth, New York, NY, New York County
Edelman Financial Engines, LLC,74 Batterson Park Road, Farmington, CT, Hartford County
BH Asset Management, LLC,777 W Putnam Ave. 3rd Floor, Greenwich, CT, Fairfield 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
Clarity Wealth Advisors,710 Flintlock Rd, Southport, CT, Fairfield 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,650 From Road, Suite 460, Paramus, NJ, Bergen County
LPL,660 White Plains Rd, Tarrytown, NY, Westchester County
Ameriprise Financial Services, LLC,481 8th Avenue, New York, NY, New York 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
RMR Wealth Builders, Inc.,111 Grove Street Suite 203, Montclair, NJ, Essex 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
Edelman Financial Engines, LLC,457 Haddonfield Road, Cherry Hill, NJ, Camden 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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