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You Request, Flushing 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 Flushing 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 Flushing 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 Flushing, NY Personal Financial Planners | ||||||||||||
Click on a Personal Financial Planner to view their online brochure and submit a request. | ||||||||||||
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 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 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 Northwestern Mutual,1114 6th ave., Manhattan, NY, New York 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 Coble & Associates, Inc,P.O.Box 5902, Somerset, NJ, Somerset County Eierman & DeMilt Assoc. INC, Howard Beach, NY, Queens County Northwestern Mutual Financial Network,Turnpike Plaza, East Brunswick, NJ, Middlesex 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 Kempa & Company, CPAs, LLP,Conf. Ctr. Citibank Plaza, Wantagh, NY, Nassau County Woodmont Financial Advisors,253 Woodmont Rd, Union, NJ, Union County Nationwide Provident,1 Penn Plaza, Manhattan, NY, New York County Nationwide Provident,1 Penn Plaza, Manhattan, NY, New York 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 TRG Group,40 Cutter Mill Road, Great Neck, NY, Nassau County Paladin Registry,395 S. Highway 65 Suite, A-275, Tarrytown, NY, Westchester 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 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 LADENBURG THALMANN,80 Cuttermill Rd, Great Neck, NY, Nassau County ODMD,500 Mamaroneck Ave, Harrison, NY, Westchester County Vision Financial Services,63-48 Alderton Street, Rego Park, NY, Queens 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 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 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 STAR Financial, LLC,185-12 Union Turnpike, Fresh Meadows, NY, Queens County Haze LLC,25-41 30th Road, Long Island City, NY, Queens County Company Company,215-36 48th Avenue, Oakland Gardens, NY, Queens 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,112-15 72nd Rd, Apt 103, Forest Hills, NY, Queens County Company Company,72a Lawrence Court, White Plains, 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,2138 Crescent St. A4, Astoria, NY, Queens County Company Company,2138 Crescent St. A4, Astoria, NY, Queens County Company Company,70 Sunnyside Place, Irvington, NY, Westchester County Company Company,140-14 Laburnum Ave, Flushing, NY, Nassau County Company Company,140-14 Laburnum Ave, Flushing, NY, Nassau 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, Bayside, NY, Queens 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,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,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,20 Cecil Crest Rd, Yonkers, NY, Westchester County black nasdaq,1300 purdy st, Bronx, NY, Bronx County black nasdaq,1300 purdy st, Bronx, NY, Bronx County MetLife,1 Main Street, Trainsmeadow, NY, Queens County MetLife,1 Main Street, Trainsmeadow, NY, Queens County Louis P. Orgera,1 Main Street, Douglaston, NY, Queens County Louis P. Orgera,1 Main Street, Douglaston, NY, Queens 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 New Bridges,Flushing, Flushing, NY, Queens County World Group Solutions LLC,12608 9th Avenue, 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 AXA ADVISORS LLC,2400 JOHNSON AVENUE, Bronx, NY, Bronx County NATIONAL PLANNING CORPORATION,120 WHITE PLAINS ROAD, Sleepy Hollow, NY, Westchester County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,11205 QUEENS BOULEVARD, Flushing, NY, Queens 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 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 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 Merrill Lynch,105 S Bedford Rd, Mount Kisco, NY, Westchester County Palisades Hudson,300 First Stamford Place, Stamford, CT, Fairfield County Advisors Capital Management, LLC, Hasbrouck Hts, NJ, Bergen County Advisors Capital Management, LLC, Hasbrouck Hts, NJ, Bergen 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 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, New York, NY, New York County LPL,NY, New York, NY, New York 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 LPL,NY, New York, NY, New York County LPL,NY, New York, NY, New York County Camarda Wealth Advisors, LLC,Serving Houston Metro Area, Brooklyn, NY, Kings 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 Forest Hills Financial Group, Flushing, NY, Queens County Forest Hills Financial Group, Flushing, NY, Queens 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 Wealth Planning Adivsory Group,59 Mine Brook Road, Bernardsville, NJ, Somerset County Fava Wealth Management, Paterson, NJ, Passaic 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 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 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 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 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 BluePrint Wealth Alliance,600 Old Country Road, Garden City, NY, Nassau 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 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 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 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 Reverence Capital Partners, New York, NY, New York 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 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,---, New Jersey, NY, Steuben 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 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 Pruco Securities, Barnegat, NJ, Ocean County Atlas Private Wealth Advisors, Matawan, NJ, Monmouth County Atlas Private Wealth Advisors, Matawan, NJ, Monmouth County AdvicePeriod,140 East Ridgewood Ave, Paramus, NJ, Bergen County LPL, Stamford, CT, Fairfield County LPL, Stamford, CT, Fairfield 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 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 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 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 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 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 Money Mindset Wealth Management, Paramus, NJ, Bergen County HEROLD & LANTERN INVESTMENTS,1190 HYLAN BLVD, Staten Island, NY, Richmond County HEROLD & LANTERN INVESTMENTS,1190 HYLAN BLVD, Staten Island, NY, Richmond 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 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 Chelsea Financial Services, Jamaica, NY, Queens County Woodson Wealth Management, Flushing, NY, Queens County Woodson Wealth Management, Flushing, NY, Queens 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 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, 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 LPL FINANCIAL, Massapequa, NY, Nassau County LPL FINANCIAL, Massapequa, NY, Nassau County LPL FINANCIAL, Mahwah, NJ, Bergen 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 Prudential, Brooklyn, NY, Kings County Prudential Haas, Emerson, NJ, Bergen 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 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 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 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 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 Savant Wealth Management,545 Fifth Avenue, Nyc, NY, New York County Savant Wealth Management,545 Fifth Avenue, Nyc, NY, New York 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 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 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 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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