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Find Retirement Planners for Retirement Planning in New York

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in New York, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in New York

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Bryan Trugman, CFP®

Attitude Financial Advisors

3 Crossways Park Drive West
Suite 110

Woodbury, NY 11797

516-762-7603

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Christopher C. Giambrone

CG Capital

CG Capital
139 Genesee Street

New Hartford, NY 13413

315-765-6032

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Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159

518-439-1141

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David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

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Gregory Manto

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York, NY 10017

212-759-2022

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Jeffrey McCabe

CenterBridge Planning Group

126 Professional Parkway

Lockport, NY 14094

716-626-7060

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Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

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Quest Financial

Quest Financial Services

30 Matthews Street, Suite 301
Suite 301

Goshen, NY 10924

845-294-1313

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Will Romero

Iron Birch Advisors

767 Third Ave, 38th Floor

New York, NY 10017

212-759-2126

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Alan Leist III, CFA, Strategic Financial Services

Strategic Financial Services

114 Business Park Drive

Utica, NY 13502

800-937-4461

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Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

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Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

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Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

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Matthew P. McKee

Target Rock Wealth Management LLC

411 Theodore Fremd Ave
Suite 206S

Rye, NY 10580

914-580-4530

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Timothy Hamilton

Atlas Private Wealth

208 W. 23rd St.

New York, NY 10011

800-432-7447

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Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor

New York, NY 10018

212-575-0234

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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Lisa D. Miller

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202

315-425-6343

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716-828-8390

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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PHILIP CAPELL

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012

650-556-1310

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Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Stuart Berrin

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

212-702-9653

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Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065

518-836-3550

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Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110

518-464-9974

List of Additional Retirement Planners in New York*

* Additional advisor listing is provided in partnership with Yext

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GOTHAM WEALTH ADVISORY

1290 Avenue of the Americas

New York, NY 10104
516-376-9509

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Lev Brickman - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2794

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Thomas A DeRosa - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6111

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1-877-2RETIRE, LLC

425 Broadhollow Road
Suite 304

Melville, NY 11747
631-952-9795

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Scott LaDore - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
914-253-0880

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Jonathan Kuttin - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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AXA Advisors, Ed Zaik

66 Schmidt Road

Ghent, NY 12075
518-392-2407

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Perkins Wealth Advisors - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3521

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Frann Ziskin - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3242

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Allstate Personal Financial Representative: Carl Vallely

2483 Corning Rd

Elmira, NY 14903
607-796-9113

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Arden Baptiste

26 South Route 9W

West Haverstraw, NY 10993
845-429-7986

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Bridgeway Wealth Partners

750 Lexington Ave
9th Floor

New York, NY 10022
518-664-3076

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The Synergy Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-7814

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Melville, NY Branch Office - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-0300

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Bruce M Tanis - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6251

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Steven Strzelecki - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5674

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Allstate Personal Financial Representative: Colin Tooker

1236 Roanoke Ave

Riverhead, NY 11901
631-727-3727

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Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
518-608-4044

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Berner Financial Services

124 Main Street
Suite 9B

New Paltz, NY 12561
845-256-1950

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Douglas Quartner - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2475

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Dynamic Financial Services, LTD

36 Schiller Ave

Huntington Station, NY 11746
516-822-7526

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Andrea Schwarz - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2855

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Jarrett Jacobsen - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-373-6860

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Matthew Thompson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8921

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Scott Miranto - Ameriprise Financial Services, LLC

4241 Maple Rd

Amherst, NY 14226
716-831-8944

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Blue Cove Capital

1290 Avenue Of The Americas 4th Fl.

New York, NY 10104
212-408-9578

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Allstate Personal Financial Representative: Thomas Sinnott

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-431-7188

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Beacon Wealth Management, Inc.

105 Maxess Road
Suite S124

Melville, NY 11747
631-390-0035

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Brackens Financial Solutions

333 W. Washington Street
Suite 220

Syracuse, NY 13202
315-930-4499

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American Portfolios Advisors, Inc.

4250 Veterans Memorial Highway
Suite 420E

Holbrook, NY 11741
631-439-4600

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Diane Finazzo - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1612

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Casey Taylor Weyand - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0945

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Ara Talkov - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0451

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Tyler Morgan - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7708

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Neil J Lerner - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6965

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Alina Montes - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2468

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Dennis Cutrone - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2829

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Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
516-747-7771

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Barbican Wealth Advisors

1 New King Street
Suite 201

West Harrison, NY 10604
914-422-0595

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Asterion Wealth Advisory Group

399 Knollwood Road
Suite 317

White Plains, NY 10603
914-461-4991

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Charlie Visconti - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-0915

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Allstate Personal Financial Representative: William Leeper

5750A S Transit Rd

Lockport, NY 14094
716-830-1921

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Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
516-249-4922

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Janice Lynn Alexander - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-613-6771

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Kevin Jones - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-1021

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Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

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Gregory Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

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Salpi Doering - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-849-4824

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Scott Saperston - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-849-2304

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Miro Pasic - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-0002

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Peter A Weiss - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3590

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Alexander Mayer - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8585

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Joseph A Gunther, CFP, AIF

19 Eaton Ave

Norwich, NY 13815
607-336-2434

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Edward Reilly - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-377-7192

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Andrea Mancini - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2806

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Alan Melamed - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
212-759-5796

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Morgan Stanley Financial Advisors

65 Market Street

Potsdam, NY 13676
315-265-6300

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Peter Spira - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-849-4837

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Hillary King - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-492-6728

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The Romano Catalano Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6486

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CFSC Checks Cashed

1869 2ND AVE

New York, NY 10029
212-722-8831

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CFSC Checks Cashed

189 W 231st Street

Bronx, NY 10463
718-796-0631

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CFSC Checks Cashed

152 E 111th Street

New York, NY 10029
212-427-3974

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CFSC Checks Cashed

2254 1ST AVE

New York, NY 10029
212-348-6278

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Mark T Greco - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8817

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CFSC Checks Cashed Long Island City, Queens

52-41 Van Dam St

Long Island City, NY 11101
718-729-8693

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CFSC Checks Cashed Ozone Park, Queens

94-02 78th St

Ozone Park, NY 11416
646-437-0332

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CFSC Checks Cashed Astoria, Queens

2559 Steinway St

Astoria, NY 11103
718-932-9393

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CFSC Checks Cashed Richmond Hill, Queens

103-43 Lefferts Blvd

Richmond Hill, NY 11419
718-845-6139

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CFSC Checks Cashed Boston Post Road

3445 Boston Post Road

Bronx, NY 10469
718-654-1535

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CFSC Checks Cashed Soundview

837 Soundview Ave

Bronx, NY 10473
718-328-8131

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CFSC Checks Cashed Claremont

510 Claremont Parkway

Bronx, NY 10457
718-299-6188

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CFSC Checks Cashed 1297 Boston

1297 Boston Rd

Bronx, NY 10456
718-991-2200

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CFSC Checks Cashed 3969 WPR

3969 White Plains Road

Bronx, NY 10466
646-437-0380

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CFSC Checks Cashed Kingsbridge

36 W Kingsbridge Road

Bronx, NY 10468
718-365-4275

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CFSC Checks Cashed Allerton

677 Allerton Avenue

Bronx, NY 10467
718-798-5762

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CFSC Checks Cashed Fordham

544 E Fordham Rd

Bronx, NY 10458
718-561-2144

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CFSC Checks Cashed 161st

84 E 161 St

Bronx, NY 10451
718-665-9550

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CFSC Checks Cashed University

1801 University Ave

Bronx, NY 10453
718-583-0983

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CFSC Checks Cashed Fort Hamilton

4418 Fort Hamilton Parkway

Brooklyn, NY 11219
718-633-5970

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CFSC Checks Cashed North

202 North Avenue

New Rochelle, NY 10801
914-633-1542

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CFSC Checks Cashed Audubon

319 Audubon Ave

New York, NY 10033
212-927-3500

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CFSC Checks Cashed Cortelyou

1014 Cortelyou Rd

Brooklyn, NY 11218
718-284-5448

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CFSC Checks Cashed Flatbush

735 Flatbush Avenue

Brooklyn, NY 11226
718-282-5300

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CFSC Checks Cashed Broadway

785 Broadway

Brooklyn, NY 11206
718-452-5800

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CFSC Checks Cashed Mother Gaston

382 Mother Gaston Blvd

Brooklyn, NY 11212
718-495-9031

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CFSC Checks Cashed Myrtle

1152 Myrtle Ave

Brooklyn, NY 11221
718-574-1560

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CFSC Checks Cashed 2081 Lexington

2081 Lexington Avenue

New York, NY 10035
212-534-4382

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Anthony P. Longobucco Associates

550 Mamaroneck Avenue
Suite 402

Harrison, NY 10528
914-698-0172

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The Andes Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-271-0573

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Alan Rutchik - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2903

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VILLA

3500 Main St
Space 5A

Amherst, NY 14226
716-834-0491

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VILLA

160 Thruway Plaza Dr

Cheektowaga, NY 14225
716-896-2703

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CFSC Checks Cashed Jamaica, Queens

108-08 Guy Brewer Bld

Jamaica, NY 11433
718-523-6292

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Jay J Nannen - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-264-4588

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VILLA

210 Greece Ridge Center Dr
Space #B1B

Rochester, NY 14626
585-227-5409

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VILLA

306 Hiawatha Blvd W
#M207 Destiny Usa

Syracuse, NY 13204
315-479-1570

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Madison Financial Planning Group

525 Plum Street
Suite 101

Syracuse, NY 13204
315-870-3703

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Peter Burchell - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-4725

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Lisa Santo - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7707

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The Lily Group - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5880

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Siena Wealth Advisory Group - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2269

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Andrew Buscetto - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 330

Pleasantville, NY 10570
914-747-0810

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Jordan Wealth Management

3635 Genesee Street

Buffalo, NY 14225
716-565-1965

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The Zanelli Group - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2863

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Johnson Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3271

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Steven Beasley - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-1087

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CFSC Checks Cashed 87th

167 E 87TH ST

New York, NY 10128
212-876-5040

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Michael Uvenio - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2983

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Christopher M Corea - Ameriprise Financial Services, LLC

2290 E Ave
Fl 3

Rochester, NY 14610
585-295-2140

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Mary Beth Sharkey - Ameriprise Financial Services, LLC

434 W 33rd St
# 810

New York, NY 10001
646-292-8029

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Gregory Hurst - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-2048

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Micah Puscheck - Ameriprise Financial Services, LLC

2390 N Forest Rd
Ste 1

Getzville, NY 14068
716-636-5480

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Morgan Stanley Financial Advisors

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3300

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Morgan Stanley Financial Advisors

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5510

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Brian White - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2265

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Jose M. Martinez - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2320

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Clifford Ball - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4634

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Michael Warren

406 Rte 32

Vails Gate, NY 12584
845-336-5412

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Melinda Abood - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8874

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The Teixeira Loughran Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-4282

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Andrea Czarniak - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6442

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Gary Spector - UBS Financial Services Inc.

1285 Ave of the Americas

New York, NY 10019
212-713-1432

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James Carey - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3935

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Mathew Hill - Ameriprise Financial Services, LLC

2290 E Ave
Fl 2

Rochester, NY 14610
585-256-3715

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Dean B. Gregory - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3148

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Salvatore Alesia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8894

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Bryan R Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Benjamin Segal - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8608

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Howard S Innerfield - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0714

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Jamal Davis, CFP? - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8974

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Christopher DeForest - Morgan Stanley

91 North Front Street

Kingston, NY 12401
845-334-7931

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Frederick Sadallah - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-792-1206

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Neil Stern - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6937

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The Patagonia Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6338

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Morgan Stanley Financial Advisors

106 Business Park Dr

Utica, NY 13502
315-797-2000

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1251 Avenue of the Americas Branch Office - UBS Financial Services Inc.

1251 Avenue Of Americas
2nd Floor

New York, NY 10020
800-458-1764

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BGS Group - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0820

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The Bryant Park Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6100

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Adam Hansgen - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
716-667-5011

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The Israel Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1680

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Allstate Personal Financial Representative: Michael Ashton

241 E Dominick St

Rome, NY 13440
315-794-3803

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The Sadallah Group - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-797-2000

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Ronald L Rourk - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2921

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Razzetti Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3160

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Wai Chu

718-779-2268

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Thomas J. Dwyer and T.J. Dwyer Jr. - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
518-386-2900

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John Marchak - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-8548

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David Lambert - Morgan Stanley

2678 South Rd

Poughkeepsie, NY 12601
845-485-2815

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UBS Financial Services Inc. - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8911

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Jennifer Hsu

90-02 Queens Blvd
Suite 2d-1

Elmhurst, NY 11373
718-779-2289

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Beekman Place Associates - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8917

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Santo, Weiss and Livingston Partners - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7707

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James Suger - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2886

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Allstate Personal Financial Representative: Daryl Rowe

3493 Delaware Ave

Kenmore, NY 14217
716-873-5600

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Allstate Personal Financial Representative: Michael Cousins

1350 Deer Park Ave
Ste 12

North Babylon, NY 11703
631-983-3737

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Nicholas Tardy - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-468-4547

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The Pucciarelli Connellan Group at Morgan Stanley - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2800

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Val Franklin - Morgan Stanley

611 E Main St

Riverhead, NY 11901
631-548-4007

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Matthew Corrigan

3349 Monroe Ave

Rochester, NY 14618
585-385-4912

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Greener Path Retirement Planning

280 Madison Avenue
Suite 600

New York, NY 10016
212-776-1861

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Michael Chong - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2393

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Andrikian Schuster Group - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0181

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Mark Mohtashemi - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2824

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Adam Crown - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0641

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Walter Camas - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-4718

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Denise Chapman - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2245

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Kyle S. Kennelly - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8911

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Sam McGuire - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-401-0588

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Steven Wiener - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1656

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The Navigator Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

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The Rocco Bird Group - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7716

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Jeffrey S London - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3516

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Equity Plan Advisory Services, New York, NY - UBS Financial Services Inc.

1285 Ave of the Americas
15th, 16th, 17th, & 18th Floors

New York, NY 10019
800-225-2971

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Jonathan D Klein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

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Libby Miller - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-7248

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Russell Bancroft - Morgan Stanley

100 West Church St

Elmira, NY 14901
607-271-4046

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Orina Chang 5º - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6988

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Jack Liu - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-903-7783

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Todd Gutkin - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-613-6701

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Water Street Wealth - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5746

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Michael Nelkin - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2292

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Pradeep Bhashyam - Ameriprise Financial Services, LLC

399 Knollwood Rd
Ste G10

White Plains, NY 10603
914-468-2001

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DTLR

1000 Palisades Center Dr
Space #D307

West Nyack, NY 10994
845-358-6141

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John Sadallah - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-792-1219

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Cornerstone Capital Wealth Management

5895 Goodrich Road

Clarence Center, NY 14032
716-406-2250

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Daniel Dichter, CDFA - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-649-8018

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Jason Harris, New York Life

5788 Widewaters Parkway

Dewitt, NY 13214
315-794-3877

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Evan I Fischer - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5842

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Cornerstone Financial

42 Overlook Road

Poughkeepsie, NY 12603
845-452-4080

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Goosehead Insurance - Stephanie Rodriguez

2079 Wantagh Avenue

Wantagh, NY 11793
516-888-5299

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Jason M. Hochstrasser - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5887

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Anne Izzillo - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6186

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Goosehead Insurance - Rich Heumann

1129 Northern Boulevard
Suite 404

Manhasset, NY 11030
516-738-4425

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Meineke Car Care Center

269 N Bedford Rd

Mount Kisco, NY 10549
914-233-9020

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Al Osbourne - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3528

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Frank Schiro, CFP - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3116

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James Polos - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2932

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Professional Planning Group

200 Great Oaks Blvd.
Suite 221

Albany, NY 12203
518-869-0498

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Paul Reardon - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-6925

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Paul Annunziato - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0855

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Lisa Anderson

5469 Camp Rd

Hamburg, NY 14075
716-648-4918

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CFSC Checks Cashed South Ozone Park, Queens

127-01 Rockaway Blvd

South Ozone Park, NY 11420
718-738-2890

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Daryl Oar

212 Main St

East Aurora, NY 14052
716-652-5776

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CFSC Checks Cashed Woodhaven, Queens

9305 Jamaica Ave

Woodhaven, NY 11421
718-849-8086

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CFSC Checks Cashed Court

361 Court St

Brooklyn, NY 11231
718-624-0688

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CFSC Checks Cashed 2686 3rd Avenue

2686 3rd Avenue

Bronx, NY 10454
718-665-9494

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CFSC Checks Cashed Grand Concourse

1815 Grand Concourse

Bronx, NY 10453
718-583-0055

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CFSC Checks Cashed Crotona

2292 Crotona Ave

Bronx, NY 10458
718-584-2694

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CFSC Checks Cashed 2033 2nd Ave

2033 2ND AVE

New York, NY 10029
212-831-0030

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CFSC Checks Cashed 1213 Jerome

1213 Jerome Avenue

Bronx, NY 10452
718-684-2329

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CFSC Checks Cashed 929 Southern

929 Southern Bld

Bronx, NY 10459
718-842-0569

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CFSC Checks Cashed Williamsbridge

1488 Williamsbridge Road

Bronx, NY 10461
718-409-1966

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CFSC Checks Cashed 35th Street

3419 14th Ave

Brooklyn, NY 11218
718-854-6611

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CFSC Checks Cashed 535 Southern Bld

535 Southern Bld

Bronx, NY 10455
718-292-2012

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CFSC Checks Cashed New Utrecht

6218 New Utrecht Ave

Brooklyn, NY 11219
718-232-7848

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CFSC Checks Cashed 5th Avenue

1316 5TH AVE

New York, NY 10026
212-369-2315

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CFSC Checks Cashed 18th Avenue

7011 18th Ave

Brooklyn, NY 11204
718-234-9874

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CFSC Checks Cashed Elmsford

44 North Saw Mill Road

Elmsford, NY 10523
914-347-2915

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CFSC Checks Cashed 84th

2471 84th St

Brooklyn, NY 11214
718-265-0969

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CFSC Checks Cashed Lenox

302 Lenox Ave

New York, NY 10027
646-672-5470

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435 Financial Inc.

840 Kenwood Avenue
Box 730

Slingerlands, NY 12159
518-599-5757

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Christopher Meeske

565 5th Avenue

New York, NY 10017
646-971-2526

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Robert F De Stefano - Ameriprise Financial Services, LLC

1600 Stewart Ave
Ste 303

Westbury, NY 11590
516-640-4133

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VILLA

317 S Salina St

Syracuse, NY 13202
315-472-0952

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VILLA

10 Franklin St 1st Floor

Rochester, NY 14604
585-325-2593

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The Wolf/Parpan Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-336-0773

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Christopher Skinner

771 Upper Glen St

Queensbury, NY 12804
518-793-7714

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Cindy Ziegler

3158 Chili Avenue

Rochester, NY 14624
585-247-1003

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Robert H Bell - Morgan Stanley

20 Maple St

Glens Falls, NY 12801
518-742-2070

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Howard S Harrow - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2842

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Ying C Lay

30-50 Whitestone Expwy.
Suite 105-D

Flushing, NY 11354
718-460-3418

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Amy Castar, AAMS - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-8811

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Paul S. Schroeder - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1641

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The McCormack Interlicchio Group - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5510

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Duboy & Santiago Advisors - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2956

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Henry Marin - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5625

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Zachary Timm

17 S Market St

Johnstown, NY 12095
518-472-2517

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Daniel Hayes - Ameriprise Financial Services, LLC

90 Linden Oaks
Ste 230

Rochester, NY 14625
585-461-2280

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Richard Fineberg

2797 Niagara Falls Blvd

Amherst, NY 14228
716-260-6799

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Joseph Muratore

2833 Ridge Rd W

Rochester, NY 14626
585-654-4053

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Ryan Sklenka

2080 Western Ave

Guilderland, NY 12084
518-459-1479

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Christopher Tong - Ameriprise Financial Services, Inc.

1 Indian Head Rd

Commack, NY 11725
631-858-0288

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Jared Reinstein

1 Municipal Plz

Clifton Park, NY 12065
518-371-1281

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Branden Borowiak

5225 Sheridan Dr

Williamsville, NY 14221
716-630-2190

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Michael Cooper - Ameriprise Financial Services, Inc.

530 5th Ave
Fl 10

New York, NY 10036
917-472-2669

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Brian Hayner

2000 Monroe Ave

Rochester, NY 14618
585-442-0228

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Bruno F Lambraia Jr. - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5728

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Michael F Kehoe - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2286

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Charles Menacho - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2942

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William Fiorica

715 Panorama Trl

Rochester, NY 14625
585-613-9785

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T. Gary Liberman - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0652

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Joseph Lonobile

66 W Main St

Webster, NY 14580
585-265-0554

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Daniel Ulrich Wiseman - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6913

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Ford Financial Wellness, LLC

520 Broadhollow Road

Melville, NY 11747
631-391-2949

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Nuccio Wealth Strategies - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

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Joseph P. Grillo Jr. - Morgan Stanley

2000 Westchester Ave-1NC

Purchase, NY 10577
914-225-6336

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Allen Liebb - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6325

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Morgan Stanley Financial Advisors

Two Jericho Plaza

Jericho, NY 11753
516-336-0700

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John P Fitzpatrick - Morgan Stanley

414 Main St
Ste 101

Port Jefferson, NY 11777
631-642-8603

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Scott A Lowman - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0716

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Thien Le - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0389

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Gregory Lowell Chaskin - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-551-7213

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Brian Batter

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

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Cetera Investors - Daria Schumacher

43 British American Boulevard
1st Floor

Latham, NY 12110
518-724-5004

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Carolina Silva - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7625

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The Reflective Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4500

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The Empire Branch

350 Essjay Road
Suite 300

Williamsville, NY 14221
716-626-2500

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The BTW Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6100

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Jeffrey Hansgen - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
716-667-5006

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Coleen A Banks - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
914-698-8100

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Louis Jay Greif - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-468-4507

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Allstate Personal Financial Representative: Richard Petersen

269 Route 112
Ste 10

Patchogue, NY 11772
631-793-5565

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Wealth Advisory & Management Corporation of America

1574 Union Street

Schenectady, NY 12309
518-372-6996

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The Lexington Financial Group

7207 E Genesee St

Fayetteville, NY 13066
315-637-7207

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Westchester Benefit

500 Summit Lake Drive

Valhalla, NY 10595
914-747-5117

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Steven D. Headrick - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-274-8525

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Davidov Financial Coaching

1981 Marcus Avenue
Suite 231

New Hyde Park, NY 11042
516-587-5550

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Justin P. Culhane - Morgan Stanley

414 Main St
Ste 101

Port Jefferson, NY 11777
631-642-8614

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The McDermott & Sano Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2937

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David Lewis - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-1022

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Barbara Yee - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6388

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Affiliated Advisors, Inc.

310 Riverside Drive
Suite 1420

New York, NY 10025
212-695-5558

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Hochheiser, Deutsch & Co

250 Crossways Park Drive

Woodbury, NY 11797
516-677-6208

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Haihong Sun

3720 Prince St
2A

Flushing, NY 11354
718-886-5097

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Samuel Polk - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-315-6244

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Kevin J. Mulqueen

460 Temple Hill Road

New Windsor, NY 12553
845-563-9325

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James Flood - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1620

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RLB Wealth Planning, Inc.

1325 Franklin Avenue
Suite 235

Garden City, NY 11530
516-741-1430

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Ferrigno Financial

79 East Main Street

Washingtonville, NY 10992
845-496-5508

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THREESIXTY WFM

7 Hemphill Place
Suite 231

Malta, NY 12020
518-400-1522

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Empire Wealth Strategies

333 Earle Ovington Blvd.
Suite 402

Uniondale, NY 11553
516-394-2537

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Dominick Minicucci, CFP, CIMA - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8937

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Petrocelli Financial Services LLC

120 Broadway
29th Floor

New York, NY 10271
212-261-9530

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Cobblestone Wealth Advisors

1440 61st Street

Brooklyn, NY 11219
718-633-9500

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Opes Private Wealth Management

11 Gay Road

East Hampton, NY 11937
631-324-6570

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Inheritance Planning Group, LLC

5920 Main Street
Suite 600

Williamsville, NY 14221
716-248-8869

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FDM Wealth Management

325 East Jericho Turnpike
Suite 2

Smithtown, NY 11787
631-454-8181

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Canty Financial Management

20 Church Ave

Ballston Spa, NY 12020
518-885-3230

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ClearPlan Financial, Inc.

6470 New Taylor Rd

Orchard Park, NY 14127
716-312-7424

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Weber and Sons

5415 15th Avenue

Brooklyn, NY 11219
718-972-3940

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Fortitude Investment Group

417 East Main Street
Suite 300

Port Jefferson, NY 11777
631-474-1610

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Dwayne R. Norris, New York Life

420 Lexington Ave.
15th Floor

New York, NY 10170
646-339-1255

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Menaged & Bransgrove

355 Lexington Avenue
9th Floor

New York, NY 10017
212-261-1822

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Keystone Financial Management

421 New Karner Road
Suite 9

Albany, NY 12205
518-608-6606

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CFSC Checks Cashed Willoughby

25 Willoughby St

Brooklyn, NY 11201
718-855-7400

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CFSC Checks Cashed Tompkins

112 Tompkins Ave

Brooklyn, NY 11206
347-425-8368

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CFSC Checks Cashed Newkirk

1503 Newkirk Ave

Brooklyn, NY 11226
718-284-1911

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CFSC Checks Cashed Flushing

523 Flushing Ave

Brooklyn, NY 11205
718-424-4503

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CFSC Checks Cashed 358 W 145th

358 W 145TH ST

New York, NY 10039
212-368-1657

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CFSC Checks Cashed Middletown

400 Route 211 E

Middletown, NY 10940
646-437-0335

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CFSC Checks Cashed Ave Z

1407 Avenue Z

Brooklyn, NY 11235
718-743-3126

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CFSC Checks Cashed 473 Lenox

473 Lenox Avenue

New York, NY 10037
212-690-2257

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CFSC Checks Cashed St. Nicholas

1562 St. Nicholas Avenue

New York, NY 10040
212-781-2240

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CFSC Checks Cashed 29th St

128 E 29th St

New York, NY 10016
212-685-4359

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CFSC Checks Cashed Avenue C

99 Avenue C

New York, NY 10009
212-324-1111

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CFSC Checks Cashed 518 W 145th

518 W 145th ST

New York, NY 10031
212-368-0745

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VILLA

1154 Mohawk St
Space 1B

Utica, NY 13501
315-793-8258

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Patricia R Black - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-448-3373

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CORTBURG RETIREMENT ADVISORS

226 West 37th Street
6th Floor

New York, NY 10018
212-776-4094

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Peter A Dreyfuss - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-7772

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The Reinhold Group - UBS Financial Services Inc.

250 Delaware Avenue
Suite 610

Buffalo, NY 14202
716-849-3802

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Gramercy Wealth Management Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-8593

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Robert Windhausen

7941 Brewerton Rd

Cicero, NY 13039
315-797-7220

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Simeon Thall - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1653

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Bayard T DeMallie III - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7677

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John Mahoney - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8945

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David K. Powers - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2913

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Mona Andrikian - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-0181

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Paul Derrick - Morgan Stanley

3 Fennell Street

Skaneateles, NY 13152
315-255-4502

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Lutz & Associates Wealth Strategists

600 Park Avenue

Rochester, NY 14607
585-264-1111

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Ronald D. Scott - UBS Financial Services Inc.

440 South Warren Street
The Galleries, 6th Floor

Syracuse, NY 13202
315-473-7106

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Ryan Macdonald - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
518-386-2961

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Renee C Siegel - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5886

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Frank Antonucci

4063 North Buffalo Street

Orchard Park, NY 14127
716-667-2066

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Kevin Quinn - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5856

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Gordon Pascale - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2874