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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

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

Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019

212-931-7077

Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

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

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

Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

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

Bryant Asset Management

Bryant Asset Management

1280 New Scotland Road

Slingerlands, NY 12159

518-963-5800

Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065

518-836-3550

Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

Judy Sweet

Strategic Financial Services

114 Business Park Drive

Utica, NY 13502

800-937-4461

Retirable

Retirable, Inc.

41 East 11th Street

New York, NY 10003

833-222-1807

Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St Ste 2946

New York, NY 10007

720-744-2145

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

Kelly Saronka - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1613

Jason Sanders - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0809

David Skolnok

2371 Central Park Ave

Yonkers, NY 10710
914-761-0692

David Palmiter

6770 East Genesee Street

Fayetteville, NY 13066
315-699-4921

1-877-2RETIRE, LLC

425 Broadhollow Road
Suite 304

Melville, NY 11747
631-952-9795

American Portfolios Advisors, Inc.

4250 Veterans Memorial Highway
Suite 420E

Holbrook, NY 11741
631-439-4600

David Passman - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-4540

John M Pascale - Ameriprise Financial Services, Inc.

1433 Old Northern Blvd

Roslyn, NY 11576
516-801-0114

Brittany L Bieger - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5112

Micheileen Treadwell - Ameriprise Financial Services, LLC

4 Atrium Dr
Ste 200

Albany, NY 12205
518-438-5500

The Aspen Grove Group - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6566

Cornerstone Capital Wealth Management

5895 Goodrich Road

Clarence Center, NY 14032
716-406-2250

Doug Goldfein - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-903-7633

Gill, Sidhu and Bendary Family Office's Emancipation Financial, LLC

165 Madison Ave

New York, NY 10016
917-525-2004

Kristin Ashman

1230 Avenue of the Americas

New York, NY 10020
212-424-7916

The Chariot Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2945

Evelyn Pepe

520 White Plains Road

Tarrytown, NY 10591
914-846-0100

Allstate Personal Financial Representative: Taufiq Riaz

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
631-704-9291

Allstate Personal Financial Representative: Rajendra Rampersaud

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
347-679-2332

Richard Spettell - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6938

The Wentzheimer Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4577

Radcliffe Blackwood - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2917

Bradford Pine Wealth Group

1461 Franklin Avenue

Garden City, NY 11530
516-747-5777

Adirondack Financial & Planning Services

518-745-0945

Alexander G Wesman - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2332

Robert Windhausen

7941 Brewerton Rd

Cicero, NY 13039
315-797-7220

Sixth Avenue Advisors - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3005

The Armieri Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2923

Chris Devincentis - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5327

TJP Wealth Solutions

580 White Plains Road
Suite 205

Tarrytown, NY 10591
914-460-1220

Berner Financial Services

124 Main Street
Suite 9B

New Paltz, NY 12561
845-256-1950

John Lynch - UBS Financial Services Inc.

299 Park Avenue
8th, 9th and 11th Floors

New York, NY 10171
212-333-8911

Arden Baptiste

26 South Route 9W

West Haverstraw, NY 10993
845-429-7986

Brandyn Rowlinson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
212-492-6318

Keith Ryan, CIMA, CPWA - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-8841

The Murphy Wealth Consulting Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-2058

Bobigan Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8930

Bridgeway Wealth Partners

750 Lexington Ave
9th Floor

New York, NY 10022
518-664-3076

Lyle Casriel - UBS Financial Services Inc.

299 Park Avenue
26th Floor

New York, NY 10171
212-821-7066

Blue Chip Financial Corp.

200 Broadhollow Rd
Suite 207

Melville, NY 11747
631-470-2150

Andrew Adler - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5812

The Somerset Hills Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
973-360-4223

The O'Callaghan Wealth Management Group - UBS Financial Services Inc.

299 Park Avenue
26th Floor

New York, NY 10171
212-821-7096

D. Scott Hallman - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-7020

SBS Wealth Consulting - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-1884

Jason Hicks

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2321

Morgan Stanley Financial Advisors

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0700

Nintzel Wealth Partners - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3664

Hallman Wealth Partners - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-7020

Renee Spindler

150 E 42nd St

New York, NY 10017
212-214-3832

Aaron Wolson - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5836

Andrew M. Rose - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-6737

James F Prioletti - Ameriprise Financial Services, LLC

241 E Genesee St

Syracuse, NY 13202
315-234-7021

Anthony O'Callaghan - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-821-7096

Allstate Personal Financial Representative: Lisa Gray

8770 Transit Rd

East Amherst, NY 14051
716-689-1691

Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
518-608-4044

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

1285 Avenue Of The Americas

New York, NY 10019
212-713-2410

The Zinn Ray & Svatora Wealth Management Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-2577

The Cornell-Pleakis Group - Morgan Stanley

202 West State Street

Olean, NY 14760
716-372-0133

Morgan Stanley Financial Advisors

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
800-965-5684

Mitchell Stein - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-1009

George Lenz - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5831

Allstate Personal Financial Representative: Eric Gawron

2151 Transit Rd
Ste B

Elma, NY 14059
716-677-0022

Amaury De Parcevaux - Morgan Stanley

1585 Broadway
21st Fl

New York, NY 10036
212-761-4051

Allstate Personal Financial Representative: Scott Yee

8 W 38th St
Rm 1001

New York, NY 10018
213-590-3524

Allstate Personal Financial Representative: Daryl Rowe

3493 Delaware Ave

Kenmore, NY 14217
716-873-5600

David Livingston - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-8111

Joseph L Ferri - Ameriprise Financial Services, LLC

184 Front St

Owego, NY 13827
607-223-4603

Round-Square Group - Morgan Stanley

399 Park Ave 12th
14th Fl

New York, NY 10022
212-271-0501

Vincent Afflixio - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5302

David L. Sherman - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7750

Fixell-Langer Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6259

The Licata Team - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
716-667-5050

Allstate Personal Financial Representative: Larry Jones

5 Longkill Rd

Ballston Lake, NY 12019
518-369-2163

Jacob Seide

522 5th Avenue, 11th
Floor

New York, NY 10036
212-643-5753

Innovare Consulting Development Group, LLC

888-770-3901

M. Hope Helfenstein, CFP - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-7816

Greg Wellen - Morgan Stanley Financial Advisor

855 Franklin Avenue

Garden City, NY 11530
516-227-2875

Morgan Stanley Financial Advisors

65 Market Street

Potsdam, NY 13676
315-265-6300

Todd Feldman - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8663

Gregory Simon - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8863

Michael Cooper - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4593

Steven Benjamin Gross - Ameriprise Financial Services, LLC

127 Woodside Ave
Ste 203

Briarcliff Manor, NY 10510
914-902-4400

The Dauti & DiSiena Group - UBS Financial Services Inc.

709 Westchester Avenue
20th Floor

White Plains, NY 10604
914-287-6093

Albany, NY Branch Office - UBS Financial Services Inc.

80 State Street
Suite 800, 8th Floor

Albany, NY 12207
518-434-5770

Stephen Wilson - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4578

Enrico Lomonaco - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8951

Vincent Battaglia, CIMA - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4511

David Rosegarten, CDFA - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3025

Vania Markarian, CRPS - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3241

Morgan Stanley Financial Advisors

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6100

Paul Mulvihill, CRPS, CRPC - UBS Financial Services Inc.

1055 Franklin Avenue

Garden City, NY 11530
516-408-5817

Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
516-249-4922

The Osborn Kupferberg Group - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-315-6237

Veterans Homebuyers Network

917-960-4260

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

Allstate Personal Financial Representative: Austin Trabulsy

3800 Richmond Ave

Staten Island, NY 10312
917-750-3898

Allstate Personal Financial Representative: Joseph Gingold

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
585-260-3195

Allstate Personal Financial Representative: Louis Denardo

2229 Crompond Rd

Cortlandt Manor, NY 10567
914-282-7146

Allstate Personal Financial Representative: Edward Hackett

2580 Macedon Rd
Ste B

Canandaigua, NY 14424
585-797-3428

Tony C Yang - Ameriprise Financial Services, LLC

1185 Avenue of the Americas
Fl 3

New York, NY 10036
212-520-0947

Allstate Personal Financial Representative: Andrew Clark

12 Garden St

Corning, NY 14830
607-368-7763

Allstate Personal Financial Representative: Peter Urquhart

700 Rockaway Tpke
Ste 403

Lawrence, NY 11559
516-659-2494

Allstate Personal Financial Representative: Henry Vitiello

345 New Dorp Ln

Staten Island, NY 10306
718-351-5060

Steven Lobasso - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-6385

Jordan Wealth Management

3635 Genesee Street

Buffalo, NY 14225
716-565-1965

The Rivetz, White & Podell Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

John O'Day - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2959

Greener Path Retirement Planning

280 Madison Avenue
Suite 600

New York, NY 10016
212-776-1861

Benjamin Anthony De Angelis - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5899

Lawrence D Sangirardi - Ameriprise Financial Services, LLC

145 Pinelawn Rd
Ste 340N

Melville, NY 11747
631-683-5570

Gregory Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

Reeds Jewelers

361 East Fairmount Avenue

Lakewood, NY 14750
716-763-3444

Assurance Financial Advisory Services, LLC

1802 Hempstead Turnpike

East Meadow, NY 11554
631-252-8901

Anthony P. Longobucco Associates

550 Mamaroneck Avenue
Suite 402

Harrison, NY 10528
914-698-0172

David Needham - Ameriprise Financial Services, LLC

4 Atrium Dr
Ste 200

Albany, NY 12205
518-380-2020

Irwin J Gusman - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6277

John Gleeson - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

Donald Bertucci - Ameriprise Financial Services, LLC

122 E 42nd St
Ste 2215

New York, NY 10168
646-964-9460

The Urban Markets Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7563

Johnson Wealth Management - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-309-3271

Diversified Financial Solutions

1355 N. Ocean Avenue

Medford, NY 11763
631-758-8691

Katie Titus - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4575

Robert M Moscovitz - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6235

John Mahoney - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8945

The Roadside Group - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6355

Jose Ramon Gutierrez - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2876

Joseph Fitzpatrick - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6467

American Investment Planners LLC

500 N Broadway
Suite 260

Jericho, NY 11753
516-932-5130

Barbican Wealth Advisors

1 New King Street
Suite 201

West Harrison, NY 10604
914-422-0595

The Lexington Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-2997

Asterion Wealth Advisory Group

399 Knollwood Road
Suite 317

White Plains, NY 10603
914-461-4991

Anchor Wealth Management - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-8859

Craig Lochner - Ameriprise Financial Services, Inc.

2024 W Henrietta Rd
Ste 5D

Rochester, NY 14623
585-292-9850

Daniel Hohenberg - Ameriprise Financial Services, Inc.

1174 Veterans Hwy

Hauppauge, NY 11788
631-770-0335

Craig Pastolove - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-1026

Kwame Adusei - Morgan Stanley Financial Advisor

2678 South Rd

Poughkeepsie, NY 12601
845-485-2826

WizdomOne Group Inc.

1377 Motor Parkway
Suite LL1

Islandia, NY 11749
631-652-6001

Brian J. Wells - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4686

Kimberly Greenberg, ChSNC - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8905

Leigh Blackiston - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
315-787-3001

Lisa Anderson

5469 Camp Rd

Hamburg, NY 14075
716-648-4918

Ian M. Rowan - Morgan Stanley

55 E 52nd
29 Fl

New York, NY 10055
212-883-7760

Timothy G Jennings - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
315-448-3311

Douglas Horn - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8946

Adam A. Roberts - Financial Advisor

7 Executive Drive

Clifton Park, NY 12065
518-302-1799

Jeffrey M. Praino - Morgan Stanley

1250 Pittsford Victor Rd
Ste 350, Bldg 200

Pittsford, NY 14534
585-264-5840

Irene M Ciukurescu - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6318

Richard Linhart - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7623

Glenn Miller - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2210

Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
516-747-7771

Morgan Stanley Financial Advisors

80 State Street
12th Floor

Albany, NY 12207
518-463-4111

Morgan Stanley Financial Advisors

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0666

J.S. London Advisors - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3516

FutureFWD Advisors - Ameriprise Financial Services, LLC

434 W 33rd St
# 810

New York, NY 10001
646-378-4600

Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

Michael Costantino - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3419

Frederick Costantino Sr. - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3411

Mary Beth Fairchild - Ameriprise Financial Services, LLC

90 Linden Oaks
Ste 230

Rochester, NY 14625
585-461-2280

Morgan Stanley Financial Advisors

Park Ave Plaza/55 E 52nd St
28th Floor

New York, NY 10055
212-883-7700

Blue Cove Capital

1290 Avenue Of The Americas 4th Fl.

New York, NY 10104
212-408-9578

Ed Cragin - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
212-759-5497

Morgan Stanley Financial Advisors

6532 East Quaker St

Orchard Park, NY 14127
716-667-5000

Michael Stuart Radecke - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4635

Alon Plitt - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3108

Mark Mohtashemi - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2824

Altin Tirana - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-878-3967

Beacon Wealth Management, Inc.

105 Maxess Road
Suite S124

Melville, NY 11747
631-390-0035

Raymond A Kraus - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-7153

Jennifer D Hartmann - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6158

Steven Solomon - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-6024

Dynamic Financial Services, LTD

36 Schiller Ave

Huntington Station, NY 11746
516-822-7526

The Feldman-Abbott Group - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8663

Brackens Financial Solutions

333 W. Washington Street
Suite 220

Syracuse, NY 13202
315-930-4499

Paul C Hebert - Morgan Stanley

20 Maple St

Glens Falls, NY 12801
518-742-2063

Ryan Sklenka

2080 Western Ave

Guilderland, NY 12084
518-459-1479

Branden Borowiak

5225 Sheridan Dr

Williamsville, NY 14221
716-630-2190

Soundview Market - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-761-6800

MM Wealth Management - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-4760

David P Wachsman - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2971

Gary Rossi - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-448-3329

Michael W Troncale - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6282

Haase Family Advisors

677 Broadway
12th Floor

Albany, NY 12207
518-419-6650

Harvey Mutterperl - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3126

Edward Jones - Financial Advisor: Christopher E Miller

66 Main St
Suite 2

Saranac Lake, NY 12983
518-891-5863

Yoan Reimers

1061 St Nicholas Ave
Suite 1

New York, NY 10032
212-568-3268

The Mohney Kneeland Team - Morgan Stanley

50 Fountain Plaza
Suite 800

Buffalo, NY 14202
716-849-4883

Jerome Ponz - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7544

The Settlement Solutions Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
877-827-8001

Lord Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3061

Richard Martin - Ameriprise Financial Services, LLC

25 Main St
Ste 3-2

Goshen, NY 10924
845-298-2900

Loyan Mensah

212-797-1600

Cheng Chuan Chiu

718-886-5097

Sangini Rana

718-460-3418

Frederick Disbrow

501 Western Ave

Albany, NY 12203
518-489-8955

The Seneca Group - UBS Financial Services Inc.

440 South Warren Street
The Galleries, 6th Floor

Syracuse, NY 13202
315-473-7135

Jeffrey Winters - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8508

McMahon Sable Wealth Management Group - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-6042

Cheryl Johnson - Ameriprise Financial Services, Inc.

2024 W Henrietta Rd
Ste 3B

Rochester, NY 14623
585-424-1480

Jonathan Guzman, CFP, CIMA, CPWA - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-1881

James Frash - Ameriprise Financial Services, LLC

7672 Oswego Rd

Liverpool, NY 13090
315-546-0023

Jared Reinstein

1 Municipal Plz

Clifton Park, NY 12065
518-371-1281

Jason M. Hochstrasser - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5887

Jonathan Macko - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3428

Andres Miranda - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6365

Thomas Ferrante - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0729

Richard Jenkin & Tom Ferrante - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0700

Christopher Toregas - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-649-8624

Harry Lee - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-649-8592

Kim Dingee - Ameriprise Financial Services, LLC

176 Church St

Poughkeepsie, NY 12601
845-454-3021

John Cirocco - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-6046

David P. Schiebelhuth - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8865

Christopher O'Donnell - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-8757

Chad Levy - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-7470

Jesse Whitsit - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5346

Yunqin Ke

32 Old Farm Rd
Suite 105-D

Flushing, NY 11020
718-460-3418

Brandon Klein - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6242

Edward Jones - Financial Advisor: John Sandlas V

17 Seneca Street

Geneva, NY 14456
315-781-1157

The Malaney Group - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4600

Jeff Biscardi - Ameriprise Financial Services, LLC

2150 Joshuas Path
Ste 200

Hauppauge, NY 11788
631-858-0288

Thomas J. McKelvey, CFP - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8623

Ann Herrero - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 110

Pleasantville, NY 10570
914-769-2800

Peter Catenacci - Ameriprise Financial Services, LLC

110 W 40th St
Ste 1903

New York, NY 10018
646-292-8005

Jeff Shi - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6390

John Kitevski - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5313

Fei Chen

212-219-4056

Michael Morrissey - Northwestern Mutual

875 3rd Avenue
FL 23

New York, NY 10022
908-377-3611

Ira Miller - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-3891

Joseph G D'Ambrisi - Morgan Stanley

58 South Service Rd
Suite 400

Melville, NY 11747
631-851-5307

Brigitte M Davison - Ameriprise Financial Services, LLC

200 Summit Lake Dr
Ste 210

Valhalla, NY 10595
914-236-1200

Sheila Horwitz - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6306

Bill Tassey - Ameriprise Financial Services, Inc.

500 N Broadway
Ste 167

Jericho, NY 11753
516-797-7590

Hawkes Wealth Management, Inc.

721 Chenango St.

Binghamton, NY 13901
607-773-8055

Brian Batter

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

James Dillon - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3897

James Whalen III - Morgan Stanley

80 State Street, 12th
Fl

Albany, NY 12207
518-427-5556

Griffin McQuilling - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-8923

Mark Walsh - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7769

Karen Kurrasch, CIMA, CPWA - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8988

Gene Kirley - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2873

Jay J Nannen - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-264-4588

Mary Perna Greenwald - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4643

Charles P. Eschmann - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3172

Sharon Hayut - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6454

Edward Rivers - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7751

Frank R. Kelly IV - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1636

The Horizon Group - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5510

Warren L Teich - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6387

Carlos Filho - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6557

Redondo/Balducci - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0535

Mary Swan - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3365

Elizabeth Butler - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3010

Maryann McNulty - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5186

Alexandra Hoopes Remmel - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
914-225-0168

Matthew Landry - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8537

Louis Vargas - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8520

Timothy A Meigher - Morgan Stanley

80 State Street, 12th
Fl

Albany, NY 12207
518-427-5550

J. Scott Quinto - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-401-0545

Jason Bradburn - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3579

Michael Batas - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
914-253-0880

Allstate Personal Financial Representative: Juan Lewis

352 W Old Country Rd

Hicksville, NY 11801
516-937-0700

Joseph Lisanti - Ameriprise Financial Services, LLC

265 Sunrise Hwy
Ste 40

Rockville Centre, NY 11570
516-705-5062

John Hornung - Ameriprise Financial Services, LLC

17 Limestone Dr
Ste 7

Williamsville, NY 14221
716-204-1049

Brian Craig - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5148

Matthew Crossman - Ameriprise Financial Services, LLC

5700 Commons Park

East Syracuse, NY 13057
315-449-0691

Michael Vega - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

Mark S Lewandrowski - Ameriprise Financial Services, LLC

2406 Genesee St

Utica, NY 13502
315-724-5078

Chad R Jacob - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-249-4303

Jeffrey Rozenberg - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6703

Joe D Hardee - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2412

Murray Hill Group - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2371

Jennifer Ryba Spurgas - Ameriprise Financial Services, Inc.

358 Broadway
Ste 301

Saratoga Springs, NY 12866
518-581-8181

Thomas E Goss Jr - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0680

John Manfredonia - Ameriprise Financial Services, LLC

401 Franklin Ave
Ste 101 & Ste 103

Garden City, NY 11530
516-345-2600

Margaret M Gannon - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5863

Robert Cohen - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1605

John A Hochstrasser - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5945

Anthony S Lesica - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-249-6269

Allstate Personal Financial Representative: George Marshall

1 S Ocean Ave
Ste 304

Patchogue, NY 11772
631-312-4752

Allstate Personal Financial Representative: Kevin Pezze

269 New Scotland Ave

Albany, NY 12208
518-453-1010

Adriana Burke - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-6708

Jonathan D Klein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

Nick Kavallieratos - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2918

Brian C Vail - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

Buddha Allah, Bankers Life Agent

1393 Veterans Hwy
Ste 403s

Hauppauge, NY 11788
516-580-7202

Joseph A Gunther, CFP, AIF

19 Eaton Ave

Norwich, NY 13815
607-336-2434

Olga Pereira - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-468-4522

Joshua Gacioch - Ameriprise Financial Services, LLC

1550 Vestal Pkwy E
Ste B

Vestal, NY 13850
607-321-2501

Kathleen M Bresnan - Ameriprise Financial Services, LLC

575 Lexington Ave
Fl 4

New York, NY 10022
646-964-9440

Joan Gregor - Ameriprise Financial Services, Inc.

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-777-7526

Allstate Personal Financial Representative: Nancy Aikens

9613 Flatlands Ave

Brooklyn, NY 11236
718-927-0200

Allstate Personal Financial Representative: Norma Williams

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
917-376-7588

Allstate Personal Financial Representative: Michael Ashton

241 E Dominick St

Rome, NY 13440
315-794-3803

Professional Financial Strategies

1159 Pittsford Victor Rd Ste 120
Bushnells Basin

Pittsford, NY 14534
585-218-9080

1285 Avenue of the Americas - Private Wealth Management - UBS Financial Services Inc.

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

New York, NY 10019
800-225-2971

Ted Rulison - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-448-3331

Rodrigo Schadeck, - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6225

Stephen Muecke - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-7854

Wills Reardon - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6536

Mark Papagni, CLU

520 Broadhollow Road

Melville, NY 11747
516-660-7692

Don Healy - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-492-6919

Brian McLoughlin - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8531

Peter Sluka - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1651

Mark Alber - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1607

Brad Schatz - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0862

Benjamin J Mihalik - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0762

Jason Harris, New York Life

5788 Widewaters Parkway

Dewitt, NY 13214
315-794-3877

R. Michael Walters - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6438

Brandon Campbell - Ameriprise Financial Services, Inc.

36 Saint Bernard St

Saranac Lake, NY 12983
518-891-2086

Allstate Personal Financial Representative: Frederic Horen

440 E 62nd St
Ste B

New York, NY 10065
917-439-8725

Allstate Personal Financial Representative: Anthony McGinnis

12 Garden St

Corning, NY 14830
607-738-9217

Cody Wojdyla, CFP® - Certified Financial Planner

18 Corporate Woods Blvd
2nd Floor

Albany, NY 12211
518-621-7173

John R. Monaco & Company

2190 Route 22

Patterson, NY 12563
845-279-8664

Anne L Navasky - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2849

Thien Le - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0389

Bob Gibbons - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2851

Morgan Stanley Financial Advisors

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-849-4800

Bryant Weintraub - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
800-980-2220

Nik Buha - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-296-6518

John Moreno - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-8583

Casey Taylor Weyand - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0945

Jill Schildkraut-Katz - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6494

John A Pettica Jr. - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-581-2005

Yuji Fujii - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6343

James Minck - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-613-6730

Chase H. Grosse National Securities Corporation

425 Broadhollow Road
Suite 325

Melville, NY 11747
631-881-0780

Fellowship Home Loans

100 Merrick Rd 516e

Rockville Centre, NY 11570
800-804-7283

Phil Gullo - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2802

Katsuo Takeda - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2382

Raul A Delaguardia - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2989

Christopher N Pipa - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2283

Jesse A. Ferro, CRPS - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3002

The Rooney Group - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5319

The Safarik Patterson Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8862

John Kiffel - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3116

Matthew Corrigan

3349 Monroe Ave

Rochester, NY 14618
585-385-4912

The Lenroc Team - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-274-8532

David Sano - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-249-4327

The Israel Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1680

John Savarese - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5304

Edward Jones - Financial Advisor: Dominick E Profaci, AAMS¿

695 Dutchess Turnpike Rte 44

Arlington, NY 12603
845-454-6056

John Sadallah - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-792-1219

Allstate Personal Financial Representative: Michael Eller

7 W Hoffman Ave

Lindenhurst, NY 11757
631-645-4291

Banks Wealth Partners - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
914-698-8100

James W O'Keefe - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5936

Eric Rosen - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0743

Marcio Da Rocha - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6491

Steven Wiener - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1656

Cole Henderson - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-448-3325

Brian V Sisto - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6355

Stifel | Michael C. Pascarella, CIMA

777 Fairmount Ave

Jamestown, NY 14701
716-708-4769

Aaron Frank

184 S. Cascade Dr

Springville, NY 14141
833-373-1955

Allstate Personal Financial Representative: Paul Schaller

12 Water St
Ste 401

White Plains, NY 10601
888-888-8888

Edward Jones - Financial Advisor: Allen M Belmont

4947 Commercial Drive
Suite 5

Yorkville, NY 13495
315-736-2967

Trish Dunn - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2256