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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

Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110

518-464-9974

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716-828-8390

Timothy Hamilton

Atlas Private Wealth

208 W. 23rd St.

New York, NY 10011

800-432-7447

Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065

518-836-3550

Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

Matthew Unger

Focus Asset Management

555 Madison Ave. 5th Floor

New York, NY 10022

646-484-8804

Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159

518-439-1141

PHILIP CAPELL

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

Matthew McKee

Samalin Investment Counsel

297 King Street

Chappaqua, NY 10514

914-666-6600

Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

Jeffrey McCabe

CenterBridge Planning Group

126 Professional Parkway

Lockport, NY 14094

716-626-7060

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

Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

William O'Donnell

AVH Invest

118 W Main St

Victor, NY 14564

585-754-3948

Quest Financial

Quest Financial Services

30 Matthews Street, Suite 301
Suite 301

Goshen, NY 10924

845-294-1313

Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

D. Chris Tucker

Greenwich Advisors, LLC

340 Madison Avenue, 19th Floor

New York, NY 10173

203-489-0707

Christopher C. Giambrone

CG Capital

CG Capital
139 Genesee Street

New Hartford, NY 13413

315-765-6032

Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor

New York, NY 10018

212-575-0234

David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

Lisa D. Miller

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202

315-425-6343

Bryan Trugman, CFP^®

Attitude Financial Advisors

3 Crossways Park Drive West
Suite 110

Woodbury, NY 11797

516-762-7603

Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

Personal Capital

Personal Capital Advisors Corporation

---

Prince, NY 10012

650-556-1310

List of Additional Retirement Planners in New York*

* Additional advisor listing is provided in partnership with Yext

Michael Goldstein - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6343

GOTHAM WEALTH ADVISORY

1290 Avenue of the Americas

New York, NY 10104
516-376-9509

Matthew Fallon - Ameriprise Financial Services, LLC

399 Knollwood Rd
Ste G10

White Plains, NY 10603
914-401-7266

Thomas A DeRosa - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6111

1-877-2RETIRE, LLC

425 Broadhollow Road
Suite 304

Melville, NY 11747
631-952-9795

Allstate Personal Financial Representative: Rafael Ceara

3187 Steinway St
Ste 1

Astoria, NY 11103
787-448-3235

The Armieri Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2923

Allstate Personal Financial Representative: Daniel Bosque

697 E 187th St

Bronx, NY 10458
917-834-2326

The Eustace Group - UBS Financial Services Inc.

1285 Avenue Of The Americas
19th Floor

New York, NY 10019
212-713-3807

Bradford Pine Wealth Group

1461 Franklin Avenue

Garden City, NY 11530
516-747-5777

Adirondack Financial & Planning Services

518-745-0945

Luis Flores - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-8620

Andrew Adler - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5812

AXA Advisors, Ed Zaik

66 Schmidt Road

Ghent, NY 12075
518-392-2407

Alexander Breton - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6316

Frann Ziskin - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3242

Arden Baptiste

26 South Route 9W

West Haverstraw, NY 10993
845-429-7986

Bridgeway Wealth Partners

750 Lexington Ave
9th Floor

New York, NY 10022
518-664-3076

The Barnett Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3245

Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
518-608-4044

Peter Catenacci - Ameriprise Financial Services, LLC

110 W 40th St
Ste 1903

New York, NY 10018
646-292-8005

Berner Financial Services

124 Main Street
Suite 9B

New Paltz, NY 12561
845-256-1950

Douglas Quartner - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2475

Dynamic Financial Services, LTD

36 Schiller Ave

Huntington Station, NY 11746
516-822-7526

A. T. Becker & Associates, Inc.

142 Garth Road
Suite TU

Scarsdale, NY 10583
914-722-1777

Silver Leaf Family Financial Group - Ameriprise Financial Services, LLC

506 W Union St

Newark, NY 14513
315-331-1177

Vania Markarian, CRPS - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3241

Jesse Ferro - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3002

Brandyn Rowlinson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
212-492-6318

Assurance Financial Advisory Services, LLC

1802 Hempstead Turnpike

East Meadow, NY 11554
631-252-8901

Eugene J. Kim - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2908

Matthew Thompson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8921

Allstate Personal Financial Representative: Vito Petriello

215 North Ave

New Rochelle, NY 10801
914-282-3074

Stacey H. Tsai - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-5755

Allstate Personal Financial Representative: George Marshall

1 S Ocean Ave
Ste 304

Patchogue, NY 11772
631-312-4752

First Command Financial Advisor - Todd Hunsicker

215 Washington St
Suite 214

Watertown, NY 13601
315-681-6422

Debra Fortunoff Rossi - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3397

Blue Cove Capital

1290 Avenue Of The Americas 4th Fl.

New York, NY 10104
212-408-9578

Dale Nower - Ameriprise Financial Services, LLC

2290 E Ave
Fl 3

Rochester, NY 14610
585-295-2140

Beacon Wealth Management, Inc.

105 Maxess Road
Suite S124

Melville, NY 11747
631-390-0035

Brackens Financial Solutions

333 W. Washington Street
Suite 220

Syracuse, NY 13202
315-930-4499

American Portfolios Advisors, Inc.

4250 Veterans Memorial Highway
Suite 420E

Holbrook, NY 11741
631-439-4600

Jeffrey Moyer - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3462

Blue Chip Financial Corp.

200 Broadhollow Rd
Suite 207

Melville, NY 11747
631-470-2150

Diane Finazzo - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1612

The Rivetz Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8826

Casey Taylor Weyand - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0945

Ara Talkov - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0451

Allstate Personal Financial Representative: Robert Wielandt

100 Meridian Ctr Blvd
Ste 200

Rochester, NY 14618
585-545-1904

Tyler Morgan - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7708

Neil J Lerner - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6965

Professional Financial Strategies

1159 Pittsford Victor Rd Ste 120
Bushnells Basin

Pittsford, NY 14534
585-218-9080

Alina Montes - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2468

Jim Golden - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3259

Altin Tirana - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-878-3967

Jeffrey Karitis, CFP, CEPA - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-2410

Dennis Cutrone - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2829

Billy Faggiano - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3249

Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
516-747-7771

Nicholas Kelly - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-649-8054

Rosica Wealth Management Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3257

Barbican Wealth Advisors

1 New King Street
Suite 201

West Harrison, NY 10604
914-422-0595

Asterion Wealth Advisory Group

399 Knollwood Road
Suite 317

White Plains, NY 10603
914-461-4991

Charlie Visconti - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-0915

Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
516-249-4922

Janice Lynn Alexander - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-613-6771

Kevin Jones - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-1021

Donald McCormick - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

John Baringer - Ameriprise Financial Services, LLC

25 Clinton Ave

Cortland, NY 13045
607-753-6785

Miro Pasic - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-0002

Matthew Mott - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2870

American Investment Planners LLC

500 N Broadway
Suite 260

Jericho, NY 11753
516-932-5130

Peter A Weiss - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3590

Alexander Mayer - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8585

Joseph A Gunther, CFP, AIF

19 Eaton Ave

Norwich, NY 13815
607-336-2434

Evan Steinfeld - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5753

Andrea Mancini - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2806

Morgan Stanley Financial Advisors

65 Market Street

Potsdam, NY 13676
315-265-6300

Robert Rossi, CFP, CIMA - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3396

Alexander John Wilson, CRPC - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4583

Molina Group - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8662

Empire Wealth Management - UBS Financial Services Inc.

One Broad Street Plaza
2nd Floor

Glens Falls, NY 12801
518-743-2047

MDM Wealth Management - UBS Financial Services Inc.

1055 Franklin Avenue

Garden City, NY 11530
516-408-5894

Ann Herrero - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 110

Pleasantville, NY 10570
914-769-2800

Matthew L Langley - Ameriprise Financial Services, LLC

707 Broadway
Ste 1

Massapequa, NY 11758
516-799-1206

Jeffrey E Wenzel - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
866-797-7590

Kenneth White - UBS Financial Services Inc.

80 State Street
Suite 800, 8th Floor

Albany, NY 12207
518-447-3910

CFSC Checks Cashed

1869 2ND AVE

New York, NY 10029
212-722-8831

CFSC Checks Cashed

189 W 231st Street

Bronx, NY 10463
718-796-0631

CFSC Checks Cashed

152 E 111th Street

New York, NY 10029
212-427-3974

CFSC Checks Cashed

2254 1ST AVE

New York, NY 10029
212-348-6278

Mark T Greco - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8817

CFSC Checks Cashed Long Island City, Queens

52-41 Van Dam St

Long Island City, NY 11101
718-729-8693

CFSC Checks Cashed Ozone Park, Queens

94-02 78th St

Ozone Park, NY 11416
646-437-0332

CFSC Checks Cashed Astoria, Queens

2559 Steinway St

Astoria, NY 11103
718-932-9393

CFSC Checks Cashed Richmond Hill, Queens

103-43 Lefferts Blvd

Richmond Hill, NY 11419
718-845-6139

CFSC Checks Cashed Boston Post Road

3445 Boston Post Road

Bronx, NY 10469
718-654-1535

CFSC Checks Cashed Soundview

837 Soundview Ave

Bronx, NY 10473
718-328-8131

CFSC Checks Cashed Claremont

510 Claremont Parkway

Bronx, NY 10457
718-299-6188

CFSC Checks Cashed 1297 Boston

1297 Boston Rd

Bronx, NY 10456
718-991-2200

CFSC Checks Cashed 3969 WPR

3969 White Plains Road

Bronx, NY 10466
646-437-0380

CFSC Checks Cashed Kingsbridge

36 W Kingsbridge Road

Bronx, NY 10468
718-365-4275

CFSC Checks Cashed Allerton

677 Allerton Avenue

Bronx, NY 10467
718-798-5762

CFSC Checks Cashed Fordham

544 E Fordham Rd

Bronx, NY 10458
718-561-2144

CFSC Checks Cashed 161st

84 E 161 St

Bronx, NY 10451
718-665-9550

CFSC Checks Cashed University

1801 University Ave

Bronx, NY 10453
718-583-0983

CFSC Checks Cashed Fort Hamilton

4418 Fort Hamilton Parkway

Brooklyn, NY 11219
718-633-5970

CFSC Checks Cashed North

202 North Avenue

New Rochelle, NY 10801
914-633-1542

CFSC Checks Cashed Audubon

319 Audubon Ave

New York, NY 10033
212-927-3500

CFSC Checks Cashed Cortelyou

1014 Cortelyou Rd

Brooklyn, NY 11218
718-284-5448

CFSC Checks Cashed Flatbush

735 Flatbush Avenue

Brooklyn, NY 11226
718-282-5300

CFSC Checks Cashed Broadway

785 Broadway

Brooklyn, NY 11206
718-452-5800

CFSC Checks Cashed Mother Gaston

382 Mother Gaston Blvd

Brooklyn, NY 11212
718-495-9031

CFSC Checks Cashed Myrtle

1152 Myrtle Ave

Brooklyn, NY 11221
718-574-1560

CFSC Checks Cashed 2081 Lexington

2081 Lexington Avenue

New York, NY 10035
212-534-4382

CFSC Checks Cashed Long Island City, Queens 21st Street

31-88 21st Street

Long Island City, NY 11106
718-777-0252

Aleksandr Guzenfeld - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2856

Anthony P. Longobucco Associates

550 Mamaroneck Avenue
Suite 402

Harrison, NY 10528
914-698-0172

The Andes Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-271-0573

Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC

399 Knollwood Rd
Ste G10

White Plains, NY 10603
914-468-2001

Richard Reyle - UBS Financial Services Inc.

1251 Avenue of the Americas
2nd Floor

New York, NY 10020
212-626-8912

VILLA

3500 Main St
Space 5A

Amherst, NY 14226
716-834-0491

VILLA

160 Thruway Plaza Dr

Cheektowaga, NY 14225
716-896-2703

CFSC Checks Cashed Jamaica, Queens

108-08 Guy Brewer Bld

Jamaica, NY 11433
718-523-6292

Allan M Pelkonen - Ameriprise Financial Services, Inc.

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-396-1032

The Murphy Wealth Consulting Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-2058

Eastern Planning Inc.

25 Smith Street
Suite 304

Nanuet, NY 10954
845-627-8300

VILLA

210 Greece Ridge Center Dr
Space #B1B

Rochester, NY 14626
585-227-5409

VILLA

306 Hiawatha Blvd W
#M207 Destiny Usa

Syracuse, NY 13204
315-479-1570

Adam A. Roberts - Financial Advisor

7 Executive Drive

Clifton Park, NY 12065
518-302-1799

Madison Financial Planning Group

525 Plum Street
Suite 101

Syracuse, NY 13204
315-870-3703

James Merkley, CFP - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4525

Hawkes Wealth Management, Inc.

721 Chenango St.

Binghamton, NY 13901
607-773-8055

Lisa Santo - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7707

The Lily Group - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5880

Anthony John Cappiello - UBS Financial Services Inc.

8 Main Street

Southampton, NY 11968
631-287-5808

Christine Govan - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3182

Jennifer George - Ameriprise Financial Services, LLC

1654 Columbia Tpke

Castleton, NY 12033
518-479-0522

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

1251 Avenue of the Americas
2nd Floor

New York, NY 10020
212-626-8500

Christopher John Reilly - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0717

Erik Nero - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5616

Jordan Wealth Management

3635 Genesee Street

Buffalo, NY 14225
716-565-1965

Meridian Compensation Partners

275 Madison Ave
Fl 32

New York, NY 10016
646-827-7710

Andres Miranda - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6365

Allstate Personal Financial Representative: Stephen Enigbokan

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-732-9389

CFSC Checks Cashed 87th

167 E 87TH ST

New York, NY 10128
212-876-5040

The Jordan Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6759

Morgan Stanley Financial Advisors

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3300

Morgan Stanley Financial Advisors

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5510

Jose M. Martinez - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2320

Trish Dunn - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2256

Clifford Ball - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4634

Michael Warren

406 Rte 32

Vails Gate, NY 12584
845-336-5412

Andrea Czarniak - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6442

The George Group - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3282

Brian C Vail - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

Edie Haughney - Ameriprise Financial Services, LLC

1 Blue Hill Plz
Ste 1509

Pearl River, NY 10965
845-653-3272

Dean B. Gregory - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3148

Charles Camilleri - Ameriprise Financial Services, LLC

200 Summit Lake Dr
Ste 210

Valhalla, NY 10595
914-236-1200

Anthony Martino - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
631-663-3133

Bob Sutton - Ameriprise Financial Services, LLC

401 Franklin Ave
Ste 101 & Ste 103

Garden City, NY 11530
516-345-2600

Masiello, Nicolosi & Associates - Ameriprise Financial Services, LLC

1 Teleport Dr
Ste 206

Staten Island, NY 10311
718-524-8450

Salvatore Alesia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8894

Sandra Smith - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
917-472-2662

Christopher DeForest - Morgan Stanley

91 North Front Street

Kingston, NY 12401
845-334-7931

Frederick Sadallah - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-792-1206

Neil Stern - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6937

Michael Liguori - Ameriprise Financial Services, LLC

100 Quentin Roosevelt Blvd
Ste 405

Garden City, NY 11530
516-629-9900

Michael Morrissey - Northwestern Mutual

875 3rd Avenue
FL 23

New York, NY 10022
908-377-3611

The Bryant Park Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6100

Adam Hansgen - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
716-667-5011

The Israel Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1680

The Sadallah Group - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-797-2000

Ronald L Rourk - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2921

Wai Chu

718-779-2268

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

1212 Troy Schenectady Road

Latham, NY 12110
518-386-2900

John Marchak - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-8548

David Lambert - Morgan Stanley

2678 South Rd

Poughkeepsie, NY 12601
845-485-2815

Allstate Personal Financial Representative: Carl Vallely

2483 Corning Rd

Elmira, NY 14903
607-796-9113

Damian Baird - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4604

Jennifer Hsu

90-02 Queens Blvd
Suite 2d-1

Elmhurst, NY 11373
718-779-2289

Micah Puscheck - Ameriprise Financial Services, LLC

2390 N Forest Rd
Ste 1

Getzville, NY 14068
716-636-5480

Luigi Muccitelli - Ameriprise Financial Services, LLC

127 Woodside Ave
Ste 203

Briarcliff Manor, NY 10510
914-902-4400

Santo, Weiss and Livingston Partners - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7707

Nancy J Mellegard - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
315-787-3017

Allstate Personal Financial Representative: William Galarza

1015 Jericho Tpke

New Hyde Park, NY 11040
516-488-3700

Michael Andriaccio - Ameriprise Financial Services, LLC

8340 Main St
Ste 1

Williamsville, NY 14221
716-250-6660

Allstate Personal Financial Representative: David Fell

601 Division St

North Tonawanda, NY 14120
716-693-8711

James Suger - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2886

Allstate Personal Financial Representative: Oleg Tsybulskiy

1507 Avenue M

Brooklyn, NY 11230
718-755-4951

Allstate Personal Financial Representative: Richard Majka

1025 Portion Rd
Ste A

Farmingville, NY 11738
631-698-4400

Robert E Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

Allstate Personal Financial Representative: Colin Tooker

1236 Roanoke Ave

Riverhead, NY 11901
631-727-3727

Nicholas Tardy - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-468-4547

Allstate Personal Financial Representative: Michael Eller

7 W Hoffman Ave

Lindenhurst, NY 11757
631-645-4291

The Pucciarelli Connellan Group at Morgan Stanley - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2800

Val Franklin - Morgan Stanley

611 E Main St

Riverhead, NY 11901
631-548-4007

Jairath Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3030

Mehmet Kirdar - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-6203

Inspire Confidence Group - Ameriprise Financial Services, LLC

80 Wolf Rd
Fl 1

Albany, NY 12205
518-459-5500

Michael J McKeever - Ameriprise Financial Services, LLC

1855 Victory Blvd

Staten Island, NY 10314
718-370-2770

Christopher Copenhaver - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
646-378-4625

Greener Path Retirement Planning

280 Madison Avenue
Suite 600

New York, NY 10016
212-776-1861

Michael Chong - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2393

Andrikian Schuster Group - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0181

Mark Mohtashemi - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2824

Matthew Crossman - Ameriprise Financial Services, LLC

5700 Commons Park

East Syracuse, NY 13057
315-449-0691

The Newman Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6159

The Ainslie Reilly Group - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-274-8516

Adam Crown - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0641

Greg Domond - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-228-0100

Denise Chapman - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2245

Paul N Donas - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
917-472-2685

The Navigator Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

The Rocco Bird Group - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7716

The Tanis Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6251

Chad Steckel - Morgan Stanley

3 Fennell Street

Skaneateles, NY 13152
315-255-4506

Jonathan D Klein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

Todd Hubley - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
917-472-2660

Joseph Candela - Ameriprise Financial Services, LLC

434 W 33rd St
# 810

New York, NY 10001
646-378-4620

Libby Miller - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-7248

Russell Bancroft - Morgan Stanley

100 West Church St

Elmira, NY 14901
607-271-4046

Orina Chang 5º - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6988

Paul J Miosi - Ameriprise Financial Services, LLC

4241 Maple Rd

Amherst, NY 14226
716-831-8944

Jack Liu - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-903-7783

George Crowley - Ameriprise Financial Services, LLC

980 Old Country Rd

Plainview, NY 11803
631-293-2260

Todd Gutkin - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-613-6701

Michael Nelkin - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2292

Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

Haihong Sun

718-886-5097

Steven Livingston - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 300

Rye Brook, NY 10573
914-269-6725

Yunqin Ke

30-50 Whitestone Expwy.
Suite 105-D

Flushing, NY 11354
718-460-3418

Desmond Djekovic - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-468-4508

DTLR

1000 Palisades Center Dr
Space #D307

West Nyack, NY 10994
845-358-6141

John Sadallah - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-792-1219

Michael Vega - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

Ashley Taco Joint

107 Columbia Heights, Apt 6J

New York City, NY 11201
972-400-2944

Cornerstone Financial

42 Overlook Road

Poughkeepsie, NY 12603
845-452-4080

Goosehead Insurance - Stephanie Rodriguez

2079 Wantagh Avenue

Wantagh, NY 11793
516-888-5299

Anne Izzillo - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6186

Goosehead Insurance - Rich Heumann

1129 Northern Boulevard
Suite 404

Manhasset, NY 11030
516-738-4425

Meineke Car Care Center

269 N Bedford Rd

Mount Kisco, NY 10549
914-233-9020

Hiu Lam

732-635-9888

James Polos - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2932

Banks Wealth Partners - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
914-698-8100

Mark Cohen - Ameriprise Financial Services, LLC

575 Lexington Ave
Rm 4088

New York, NY 10022
212-551-1196

Paul Annunziato - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0855

Premier Wealth Advisors, LLC

14 E 60th St Ste 402

New York, NY 10022
212-752-4343

Lisa Anderson

5469 Camp Rd

Hamburg, NY 14075
716-648-4918

CFSC Checks Cashed South Ozone Park, Queens

127-01 Rockaway Blvd

South Ozone Park, NY 11420
718-738-2890

Daryl Oar

212 Main St

East Aurora, NY 14052
716-652-5776

CFSC Checks Cashed Woodhaven, Queens

9305 Jamaica Ave

Woodhaven, NY 11421
718-849-8086

CFSC Checks Cashed Court

361 Court St

Brooklyn, NY 11231
718-624-0688

CFSC Checks Cashed 2686 3rd Avenue

2686 3rd Avenue

Bronx, NY 10454
718-665-9494

CFSC Checks Cashed Grand Concourse

1815 Grand Concourse

Bronx, NY 10453
718-583-0055

CFSC Checks Cashed Crotona

2292 Crotona Ave

Bronx, NY 10458
718-584-2694

CFSC Checks Cashed 2033 2nd Ave

2033 2ND AVE

New York, NY 10029
212-831-0030

CFSC Checks Cashed 1213 Jerome

1213 Jerome Avenue

Bronx, NY 10452
718-684-2329

CFSC Checks Cashed 929 Southern

929 Southern Bld

Bronx, NY 10459
718-842-0569

CFSC Checks Cashed Williamsbridge

1488 Williamsbridge Road

Bronx, NY 10461
718-409-1966

CFSC Checks Cashed Unionport

1526 Union Port Rd

Bronx, NY 10462
718-828-4929

CFSC Checks Cashed 35th Street

3419 14th Ave

Brooklyn, NY 11218
718-854-6611

CFSC Checks Cashed 535 Southern Bld

535 Southern Bld

Bronx, NY 10455
718-292-2012

CFSC Checks Cashed New Utrecht

6218 New Utrecht Ave

Brooklyn, NY 11219
718-232-7848

CFSC Checks Cashed 5th Avenue

1316 5TH AVE

New York, NY 10026
212-369-2315

CFSC Checks Cashed 18th Avenue

7011 18th Ave

Brooklyn, NY 11204
718-234-9874

CFSC Checks Cashed Elmsford

44 North Saw Mill Road

Elmsford, NY 10523
914-347-2915

CFSC Checks Cashed Hoyt

44 Hoyt St

Brooklyn, NY 11201
718-522-0775

CFSC Checks Cashed 84th

2471 84th St

Brooklyn, NY 11214
718-265-0969

CFSC Checks Cashed Lenox

302 Lenox Ave

New York, NY 10027
646-672-5470

Francesca Banci - Ameriprise Financial Services, LLC

145 Pinelawn Rd
Ste 340N

Melville, NY 11747
516-864-0500

Christopher Meeske

565 5th Avenue

New York, NY 10017
646-971-2526

Geller and Associates - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2271

VILLA

317 S Salina St

Syracuse, NY 13202
315-472-0952

Maria G DeGennaro - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

VILLA

10 Franklin St 1st Floor

Rochester, NY 14604
585-325-2593

Daniel Hayes - Ameriprise Financial Services, LLC

90 Linden Oaks
Ste 230

Rochester, NY 14625
585-461-2280

Christopher Skinner

771 Upper Glen St

Queensbury, NY 12804
518-793-7714

Cindy Ziegler

3158 Chili Avenue

Rochester, NY 14624
585-247-1003

Richard Spettell - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6938

Robert H Bell - Morgan Stanley

20 Maple St

Glens Falls, NY 12801
518-742-2070

Howard S Harrow - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2842

Allstate Personal Financial Representative: Kimberly Kurland

1026 Morris Park Ave

Bronx, NY 10461
516-652-4182

Paul S. Schroeder - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1641

The McCormack Interlicchio Group - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5510

Allstate Personal Financial Representative: Alva Jackson

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
917-913-8874

North Atlantic Mortgage, Corp.

877-794-5363

Duboy & Santiago Advisors - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2956

Allstate Personal Financial Representative: Barry Moore

3888A Merrick Rd

Seaford, NY 11783
516-426-5398

Jonathan E. Taylor - Northwestern Mutual

875 3rd Avenue
23rd Floor

New York, NY 10022
347-723-7428

Park Hill Wealth Management - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-9095

Equitable Advisors Buffalo

350 Essjay Rd Suite 300

Williamsville, NY 14221
716-626-2500

Brighton Securities

212 E. Main Street

Batavia, NY 14020
585-344-1850

Zachary Timm

17 S Market St

Johnstown, NY 12095
518-472-2517

Richard Fineberg

2797 Niagara Falls Blvd

Amherst, NY 14228
716-260-6799

Joseph Muratore

2833 Ridge Rd W

Rochester, NY 14626
585-654-4053

Ryan Sklenka

2080 Western Ave

Guilderland, NY 12084
518-459-1479

Christopher Tong - Ameriprise Financial Services, Inc.

1 Indian Head Rd

Commack, NY 11725
631-858-0288

Jared Reinstein

1 Municipal Plz

Clifton Park, NY 12065
518-371-1281

Branden Borowiak

5225 Sheridan Dr

Williamsville, NY 14221
716-630-2190

Michael Cooper - Ameriprise Financial Services, Inc.

530 5th Ave
Fl 10

New York, NY 10036
917-472-2669

David Needham - Ameriprise Financial Services, LLC

7 Southside Dr
Ste 204

Clifton Park, NY 12065
518-280-4867

Brian Hayner

2000 Monroe Ave

Rochester, NY 14618
585-442-0228

Bruno F Lambraia Jr. - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5728

Michael F Kehoe - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2286

Nicholas Pecoraro - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2982

Charles Menacho - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2942

William Fiorica

715 Panorama Trl

Rochester, NY 14625
585-613-9785

Xiaoyong Wang - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0888

T. Gary Liberman - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0652

Joseph Lonobile

66 W Main St

Webster, NY 14580
585-265-0554

Daniel Ulrich Wiseman - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6913

Ford Financial Wellness, LLC

520 Broadhollow Road

Melville, NY 11747
631-391-2949

Morgan Stanley Financial Advisors

Two Jericho Plaza

Jericho, NY 11753
516-336-0700

Kuttin Wealth Management - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

The Pinnacle Financial Group - Elisa Verna-Caspare

866 West Jericho Turnpike

Huntington, NY 11743
631-498-6491

John P Fitzpatrick - Morgan Stanley

414 Main St
Ste 101

Port Jefferson, NY 11777
631-642-8603

Scott A Lowman - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0716

Julia A Peloso-Barnes - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-6391

Thien Le - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0389

Fei Chen

212-219-4056

Brian Batter

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

Wei Jung Chiang

718-886-5097

Odetta King

323-532-6904

Cetera Investors - Daria Schumacher

43 British American Boulevard
1st Floor

Latham, NY 12110
518-724-5004

Carolina Silva - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7625

Kelli Lanino - Raymond James - KL Wealth Strategies

209 W Main St
Ste 201

Riverhead, NY 11901
631-727-6380

Joseph L Ferri - Ameriprise Financial Services, LLC

184 Front St

Owego, NY 13827
607-223-4603

Philip Barnes II - Morgan Stanley

20 Maple St

Glens Falls, NY 12801
518-742-2080

Yong Sheng Chen

3436 Union St
Room 202a

Flushing, NY 11354
718-939-1100

The Reflective Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4500

The Empire Branch

350 Essjay Road
Suite 300

Williamsville, NY 14221
716-626-2500

The BTW Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6100

Edward Costello - Morgan Stanley

20 Maple St

Glens Falls, NY 12801
518-742-2071

Jeffrey Hansgen - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
716-667-5006

Loyan Mensah

212-797-1600

Dolma Lhamu

718-460-3418

Gerard Plunkett - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-2914

Allstate Personal Financial Representative: Keith Baravarian

89 E Main St

Smithtown, NY 11787
631-982-9321

Allstate Personal Financial Representative: Lester Kerman

195 Broadway

Amityville, NY 11701
631-691-7474

Jeffrey Miller - Ameriprise Financial Services, LLC

5 Palisades Dr
Ste 320

Albany, NY 12205
518-458-7200

Daniel J Fixell - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6128

Alexandra Hoopes Remmel - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
914-225-0168

Wealth Advisory & Management Corporation of America

1574 Union Street

Schenectady, NY 12309
518-372-6996

Carnegie Investment Counsel

57 W 57th St.
Suite 330

New York, NY 10019
917-475-4101

Papa / Englehart Strategic Planning Associates

53 North Park Avenue
Suite 45

Rockville Centre, NY 11570
516-536-4436

The Lexington Financial Group

7207 E Genesee St

Fayetteville, NY 13066
315-637-7207

Westchester Benefit

500 Summit Lake Drive

Valhalla, NY 10595
914-747-5117

Louis Ciliberti - Ameriprise Financial Services, LLC

980 Old Country Rd

Plainview, NY 11803
631-293-2260

Kevin F Vasilik - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2286

Steven D. Headrick - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-274-8525

Northern Wealth Management

55 Main St
Suite 1103

Potsdam, NY 13676
315-265-8405

Davidov Financial Coaching

1981 Marcus Avenue
Suite 231

New Hyde Park, NY 11042
516-587-5550

Tompkins Financial Advisors

119 East Seneca Street

Ithaca, NY 14850
607-273-0037

Allstate Personal Financial Representative: Norma Williams

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
917-376-7588

Justin P. Culhane - Morgan Stanley

414 Main St
Ste 101

Port Jefferson, NY 11777
631-642-8614

The McDermott & Sano Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2937

David Lewis - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-1022

Mark Pierre - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5606

Barbara Yee - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6388

Affiliated Advisors, Inc.

310 Riverside Drive
Suite 1420

New York, NY 10025
212-695-5558

Hochheiser, Deutsch & Co

250 Crossways Park Drive