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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

Bryan Trugman, CFP^®

Attitude Financial Advisors

3 Crossways Park Drive West
Suite 110

Woodbury, NY 11797

516-762-7603

Christopher C. Giambrone

CG Capital

CG Capital
139 Genesee Street

New Hartford, NY 13413

315-765-6032

Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159

518-439-1141

David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

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

Jeffrey McCabe

CenterBridge Planning Group

126 Professional Parkway

Lockport, NY 14094

716-626-7060

Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

Quest Financial

Quest Financial Services

30 Matthews Street, Suite 301
Suite 301

Goshen, NY 10924

845-294-1313

Will Romero

Iron Birch Advisors

767 Third Ave, 38th Floor

New York, NY 10017

212-759-2126

Alan Leist III, CFA, Strategic Financial Services

Strategic Financial Services

114 Business Park Drive

Utica, NY 13502

800-937-4461

Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

Matthew P. McKee

Target Rock Wealth Management LLC

411 Theodore Fremd Ave
Suite 206S

914-580-4530

Timothy Hamilton

Atlas Private Wealth

208 W. 23rd St.

New York, NY 10011

800-432-7447

Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor

New York, NY 10018

212-575-0234

Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

Lisa D. Miller

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202

315-425-6343

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716-828-8390

Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

PHILIP CAPELL

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

Personal Capital

Personal Capital Advisors Corporation

---

Prince, NY 10012

650-556-1310

Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

Stuart Berrin

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

212-702-9653

Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065

518-836-3550

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

GOTHAM WEALTH ADVISORY

1290 Avenue of the Americas

New York, NY 10104
516-376-9509

Lev Brickman - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2794

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

Scott LaDore - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
914-253-0880

Allstate Personal Financial Representative: David Bonner

7273 Main St

Kew Gardens Hills, NY 11367
718-713-8400

Allstate Personal Financial Representative: Antoinette Bussetti

9309 3rd Ave

Brooklyn, NY 11209
718-667-7013

Masiello, Nicolosi & Associates - Ameriprise Financial Services, LLC

1 Teleport Dr
Ste 206

Staten Island, NY 10311
718-524-8450

Jonathan Kuttin - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

AXA Advisors, Ed Zaik

66 Schmidt Road

Ghent, NY 12075
518-392-2407

Perkins Wealth Advisors - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3521

Frann Ziskin - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3242

Allstate Personal Financial Representative: Carl Vallely

2483 Corning Rd

Elmira, NY 14903
607-796-9113

Allstate Personal Financial Representative: Robert Russo

336 9th St

Brooklyn, NY 11215
718-686-1200

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 Synergy Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-7814

Allstate Personal Financial Representative: David Fell

601 Division St

North Tonawanda, NY 14120
716-693-8711

Melville, NY Branch Office - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-0300

Bruce M Tanis - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6251

Steven Strzelecki - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5674

Allstate Personal Financial Representative: Colin Tooker

1236 Roanoke Ave

Riverhead, NY 11901
631-727-3727

New York, NY Private Wealth Management - UBS Financial Services Inc.

299 Park Avenue
25th Floor

New York, NY 10171
800-308-3140

Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
518-608-4044

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

Andrea Schwarz - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2855

Jarrett Jacobsen - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-373-6860

Matthew Thompson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8921

Scott Miranto - Ameriprise Financial Services, LLC

4241 Maple Rd

Amherst, NY 14226
716-831-8944

Blue Cove Capital

1290 Avenue Of The Americas 4th Fl.

New York, NY 10104
212-408-9578

Allstate Personal Financial Representative: Victor Toro

3654 The Park

Cortland, NY 13045
917-445-1537

Allstate Personal Financial Representative: Thomas Sinnott

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-431-7188

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

Allstate Personal Financial Representative: Seymour Zimbalist

882 Willis Ave

Albertson, NY 11507
516-690-7524

Diane Finazzo - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1612

Allstate Personal Financial Representative: Dominick Pagnozzi

221 Harrison Ave

Harrison, NY 10528
914-391-6398

Allstate Personal Financial Representative: Amanda Tavormina

125 Dolson Ave

Middletown, NY 10940
845-343-5909

Allstate Personal Financial Representative: Joseph Capone

61 Foxhurst Rd

Oceanside, NY 11572
516-536-4100

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

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

Allstate Personal Financial Representative: William Galarza

1015 Jericho Tpke

New Hyde Park, NY 11040
516-488-3700

Alina Montes - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2468

Dennis Cutrone - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2829

Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
516-747-7771

Jordan Brand, CRPC, CRPS - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8837

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

Allstate Personal Financial Representative: Matthew Wells

939 McLean Ave

Yonkers, NY 10704
917-576-8447

Allstate Personal Financial Representative: William Leeper

5750A S Transit Rd

Lockport, NY 14094
716-830-1921

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

Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

Gregory Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

Salpi Doering - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-849-4824

Scott Saperston - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-849-2304

Miro Pasic - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-0002

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

Edward Reilly - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-377-7192

Andrea Mancini - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2806

Alan Melamed - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
212-759-5796

Morgan Stanley Financial Advisors

65 Market Street

Potsdam, NY 13676
315-265-6300

Peter Spira - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-849-4837

New York, NY Private Wealth Management - UBS Financial Services Inc.

299 Park Avenue
26th Floor

New York, NY 10171
212-821-7001

Hillary King - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-492-6728

The Romano Catalano Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6486

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

Anthony P. Longobucco Associates

550 Mamaroneck Avenue
Suite 402

Harrison, NY 10528
914-698-0172

First Command Financial Advisor - Doug Keller

273 Main St

Highland Falls, NY 10928
845-534-9568

The Andes Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-271-0573

Alan Rutchik - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2903

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

Jay J Nannen - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-264-4588

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

Madison Financial Planning Group

525 Plum Street
Suite 101

Syracuse, NY 13204
315-870-3703

Peter Burchell - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-4725

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

Siena Wealth Advisory Group - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2269

Andrew Buscetto - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 330

Pleasantville, NY 10570
914-747-0810

Jordan Wealth Management

3635 Genesee Street

Buffalo, NY 14225
716-565-1965

The Zanelli Group - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2863

Johnson Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3271

Steven Beasley - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-1087

CFSC Checks Cashed 87th

167 E 87TH ST

New York, NY 10128
212-876-5040

Michael Uvenio - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2983

Christopher M Corea - Ameriprise Financial Services, LLC

2290 E Ave
Fl 3

Rochester, NY 14610
585-295-2140

Mary Beth Sharkey - Ameriprise Financial Services, LLC

434 W 33rd St
# 810

New York, NY 10001
646-292-8029

Gregory Hurst - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-2048

Micah Puscheck - Ameriprise Financial Services, LLC

2390 N Forest Rd
Ste 1

Getzville, NY 14068
716-636-5480

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

Brian White - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2265

Jose M. Martinez - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2320

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

Melinda Abood - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8874

The Teixeira Loughran Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-4282

Andrea Czarniak - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6442

Allstate Personal Financial Representative: Anthony McGinnis

12 Garden St

Corning, NY 14830
607-738-9217

Fortunoff Rossi Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3396

Gary Spector - UBS Financial Services Inc.

1285 Ave of the Americas

New York, NY 10019
212-713-1432

James Carey - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3935

Mathew Hill - Ameriprise Financial Services, LLC

2290 E Ave
Fl 2

Rochester, NY 14610
585-256-3715

Dean B. Gregory - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3148

Salvatore Alesia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8894

Bryan R Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

Benjamin Segal - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8608

Howard S Innerfield - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0714

Jamal Davis, CFP? - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8974

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

The Patagonia Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6338

Morgan Stanley Financial Advisors

106 Business Park Dr

Utica, NY 13502
315-797-2000

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

1251 Avenue Of Americas
2nd Floor

New York, NY 10020
800-458-1764

BGS Group - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0820

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

Allstate Personal Financial Representative: Michael Ashton

241 E Dominick St

Rome, NY 13440
315-794-3803

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

Razzetti Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3160

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

UBS Financial Services Inc. - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8911

Jennifer Hsu

90-02 Queens Blvd
Suite 2d-1

Elmhurst, NY 11373
718-779-2289

Beekman Place Associates - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8917

Santo, Weiss and Livingston Partners - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7707

James Suger - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2886

Allstate Personal Financial Representative: Daryl Rowe

3493 Delaware Ave

Kenmore, NY 14217
716-873-5600

Allstate Personal Financial Representative: Michael Cousins

1350 Deer Park Ave
Ste 12

North Babylon, NY 11703
631-983-3737

Nicholas Tardy - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-468-4547

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

Matthew Corrigan

3349 Monroe Ave

Rochester, NY 14618
585-385-4912

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

Adam Crown - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0641

Walter Camas - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-4718

Denise Chapman - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2245

Kyle S. Kennelly - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8911

Sam McGuire - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-401-0588

Steven Wiener - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1656

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

Jeffrey S London - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3516

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

Jonathan D Klein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

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

Jack Liu - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-903-7783

Todd Gutkin - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-613-6701

Water Street Wealth - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5746

Michael Nelkin - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2292

Pradeep Bhashyam - Ameriprise Financial Services, LLC

399 Knollwood Rd
Ste G10

White Plains, NY 10603
914-468-2001

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

Cornerstone Capital Wealth Management

5895 Goodrich Road

Clarence Center, NY 14032
716-406-2250

Daniel Dichter, CDFA - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-649-8018

Jason Harris, New York Life

5788 Widewaters Parkway

Dewitt, NY 13214
315-794-3877

Evan I Fischer - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5842

Cornerstone Financial

42 Overlook Road

Poughkeepsie, NY 12603
845-452-4080

Goosehead Insurance - Stephanie Rodriguez

2079 Wantagh Avenue

Wantagh, NY 11793
516-888-5299

Jason M. Hochstrasser - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5887

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

Al Osbourne - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3528

Frank Schiro, CFP - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3116

James Polos - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2932

Professional Planning Group

200 Great Oaks Blvd.
Suite 221

Albany, NY 12203
518-869-0498

Brandon M Harrington - Ameriprise Financial Services, LLC

8310 Wehrle Dr

Williamsville, NY 14221
716-626-3296

Paul Reardon - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-6925

Paul Annunziato - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0855

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 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 84th

2471 84th St

Brooklyn, NY 11214
718-265-0969

CFSC Checks Cashed Lenox

302 Lenox Ave

New York, NY 10027
646-672-5470

435 Financial Inc.

840 Kenwood Avenue
Box 730

Slingerlands, NY 12159
518-599-5757

Christopher Meeske

565 5th Avenue

New York, NY 10017
646-971-2526

Robert F De Stefano - Ameriprise Financial Services, LLC

1600 Stewart Ave
Ste 303

Westbury, NY 11590
516-640-4133

VILLA

317 S Salina St

Syracuse, NY 13202
315-472-0952

VILLA

10 Franklin St 1st Floor

Rochester, NY 14604
585-325-2593

The Wolf/Parpan Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-336-0773

Christopher Skinner

771 Upper Glen St

Queensbury, NY 12804
518-793-7714

Cindy Ziegler

3158 Chili Avenue

Rochester, NY 14624
585-247-1003

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

Ying C Lay

30-50 Whitestone Expwy.
Suite 105-D

Flushing, NY 11354
718-460-3418

Amy Castar, AAMS - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-8811

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

Duboy & Santiago Advisors - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2956

Henry Marin - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5625

Zachary Timm

17 S Market St

Johnstown, NY 12095
518-472-2517

Daniel Hayes - Ameriprise Financial Services, LLC

90 Linden Oaks
Ste 230

Rochester, NY 14625
585-461-2280

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

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

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

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

Nuccio Wealth Strategies - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

Joseph P. Grillo Jr. - Morgan Stanley

2000 Westchester Ave-1NC

Purchase, NY 10577
914-225-6336

Allen Liebb - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6325

Morgan Stanley Financial Advisors

Two Jericho Plaza

Jericho, NY 11753
516-336-0700

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

Thien Le - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0389

Gregory Lowell Chaskin - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-551-7213

Brian Batter

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

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

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

Jeffrey Hansgen - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
716-667-5006

Coleen A Banks - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
914-698-8100

Louis Jay Greif - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-468-4507

Allstate Personal Financial Representative: Lawrence Cohen

21245 26th Ave

Bayside, NY 11360
516-592-1145

Allstate Personal Financial Representative: Richard Petersen

269 Route 112
Ste 10

Patchogue, NY 11772
631-793-5565

Wealth Advisory & Management Corporation of America

1574 Union Street

Schenectady, NY 12309
518-372-6996

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

Steven D. Headrick - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-274-8525

Allstate Personal Financial Representative: Glenn Haberfield

25 Manor Rd

Smithtown, NY 11787
631-495-5183

Davidov Financial Coaching

1981 Marcus Avenue
Suite 231

New Hyde Park, NY 11042
516-587-5550

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

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

Woodbury, NY 11797
516-677-6208

Haihong Sun

3720 Prince St
2A

Flushing, NY 11354
718-886-5097

Samuel Polk - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-315-6244

Kevin J. Mulqueen

460 Temple Hill Road

New Windsor, NY 12553
845-563-9325

James Flood - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1620

RLB Wealth Planning, Inc.

1325 Franklin Avenue
Suite 235

Garden City, NY 11530
516-741-1430

Ferrigno Financial

79 East Main Street

Washingtonville, NY 10992
845-496-5508

THREESIXTY WFM

7 Hemphill Place
Suite 231

Malta, NY 12020
518-400-1522

Empire Wealth Strategies

333 Earle Ovington Blvd.
Suite 402

Uniondale, NY 11553
516-394-2537

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

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8937

Petrocelli Financial Services LLC

120 Broadway
29th Floor

New York, NY 10271
212-261-9530

Cobblestone Wealth Advisors

1440 61st Street

Brooklyn, NY 11219
718-633-9500

Opes Private Wealth Management

11 Gay Road

East Hampton, NY 11937
631-324-6570

Inheritance Planning Group, LLC

5920 Main Street
Suite 600

Williamsville, NY 14221
716-248-8869

FDM Wealth Management

325 East Jericho Turnpike
Suite 2

Smithtown, NY 11787
631-454-8181

Canty Financial Management

20 Church Ave

Ballston Spa, NY 12020
518-885-3230

ClearPlan Financial, Inc.

6470 New Taylor Rd

Orchard Park, NY 14127
716-312-7424

Weber and Sons

5415 15th Avenue

Brooklyn, NY 11219
718-972-3940

Richard J. Ernst, ChFC, MSFS, AEP, Eagle Strategies LLC

58 Maybrook Rd

Campbell Hall, NY 10916
845-636-4171

Fortitude Investment Group

417 East Main Street
Suite 300

Port Jefferson, NY 11777
631-474-1610

Dwayne R. Norris, New York Life

420 Lexington Ave.
15th Floor

New York, NY 10170
646-339-1255

Menaged & Bransgrove

355 Lexington Avenue
9th Floor

New York, NY 10017
212-261-1822

Keystone Financial Management

421 New Karner Road
Suite 9

Albany, NY 12205
518-608-6606

CFSC Checks Cashed Willoughby

25 Willoughby St

Brooklyn, NY 11201
718-855-7400

CFSC Checks Cashed Tompkins

112 Tompkins Ave

Brooklyn, NY 11206
347-425-8368

CFSC Checks Cashed Newkirk

1503 Newkirk Ave

Brooklyn, NY 11226
718-284-1911

CFSC Checks Cashed Flushing

523 Flushing Ave

Brooklyn, NY 11205
718-424-4503

CFSC Checks Cashed 358 W 145th

358 W 145TH ST

New York, NY 10039
212-368-1657

CFSC Checks Cashed Middletown

400 Route 211 E

Middletown, NY 10940
646-437-0335

CFSC Checks Cashed Ave Z

1407 Avenue Z

Brooklyn, NY 11235
718-743-3126

CFSC Checks Cashed 473 Lenox

473 Lenox Avenue

New York, NY 10037
212-690-2257

CFSC Checks Cashed St. Nicholas

1562 St. Nicholas Avenue

New York, NY 10040
212-781-2240

CFSC Checks Cashed 29th St

128 E 29th St

New York, NY 10016
212-685-4359

CFSC Checks Cashed Avenue C

99 Avenue C

New York, NY 10009
212-324-1111

CFSC Checks Cashed 518 W 145th

518 W 145th ST

New York, NY 10031
212-368-0745

VILLA

1154 Mohawk St
Space 1B

Utica, NY 13501
315-793-8258

Patricia R Black - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-448-3373

CORTBURG RETIREMENT ADVISORS

226 West 37th Street
6th Floor

New York, NY 10018
212-776-4094

Peter A Dreyfuss - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-7772

The Reinhold Group - UBS Financial Services Inc.

250 Delaware Avenue
Suite 610

Buffalo, NY 14202
716-849-3802

Gramercy Wealth Management Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-8593

Robert Windhausen

7941 Brewerton Rd

Cicero, NY 13039
315-797-7220

Simeon Thall - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1653

Bayard T DeMallie III - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7677

John Mahoney - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8945

David K. Powers - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2913

Mona Andrikian - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-0181

Paul Derrick - Morgan Stanley

3 Fennell Street

Skaneateles, NY 13152
315-255-4502

Lutz & Associates Wealth Strategists

600 Park Avenue

Rochester, NY 14607
585-264-1111

Ronald D. Scott - UBS Financial Services Inc.

440 South Warren Street
The Galleries, 6th Floor

Syracuse, NY 13202
315-473-7106

Ryan Macdonald - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
518-386-2961

Renee C Siegel - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5886

Frank Antonucci

4063 North Buffalo Street

Orchard Park, NY 14127
716-667-2066

Kevin Quinn - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5856

Gordon Pascale - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2874

The Rockefeller Center Group - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055