Find a Financial Professional
in New York

Joseph Silva

Financial Advisor

Ameriprise Financial

What are you doing today to prepare for your goals tomorrow? I take the time to understand what’s truly important to you —whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

James Salerno

Financial Services Professional

Trivium Point Advisory

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Larry Sprung, CFPA®

Founder & Wealth Advisor

Mitlin Financial

I founded Mitlin Financial in 2004, a company named in memory of my wife’s grandfather, Mitchell, and my mother, Linda. My Mom is more than just the LIN in Mitlin, she is the reason I do what I do. As a teen I watched my parents struggle with their finances as she battled breast cancer for over a decade, it became my driving force You can hear more of the Mitlin story in episode 1 of the Mitlin Money Mindset™ As Mitlin Financial's Founder and lead wealth advisor, I drive planning and asset management services, as well as business development, for the firm. Your needs are my number one priority. ™’™™–™© ™™ž™™ž ™®™¤™ª ™™ž™™¤™™©™™¤™™™™–™© ™™—™§™¤™ª™œ™—™œ™© ™®™¤™ª™Ÿ™¤™® this is the question I ask every guest on the Mitlin Money Mindset™A podcast that’s all about getting your mind right when it comes to all things money. In each episode, we go deep with engaging guests who provide tangible takeaways and a whole lot of joy along the way. Financial literacy is an area I am passionate about; it is important to me that you understand the information I am relaying .You will feel like family in Mitlin's offices as I am proud to be serving the second and third generations. I have seen first-hand how strong financial habits, instilled in parents, children, and grandchildren, can impact a family’s wealth and wealth stewardship for generations. I am incredibly proud to have been named to the Investopedia 100 Top Advisors in 2021, and even more humbled to make their Top Ten list for 2022.* It is a true honor to be named with so many working to make an impact in the profession. I am also honored to have been recognized by ThinkAdvisor as a Luminaries 2022 Finalists in the Thought Leadership Category. I am an active volunteer for the National Board of the American Foundation for Suicide Prevention. My family has raised more than $1.7 million dollars via the Keith Milano Memorial Fund in memory of my’s brother-in-law. My work earned me an Invest in Others Community Service Finalist award. I am an avid New York Rangers fan. Denise and I travel frequently to watch our sons play ice hockey.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor *Advisors who wished to be ranked self-submitted or peer-submitted answers to questions compiled by Investopedia. Rankings were determined based on engagement on social media primary contribution to professional industry websites & their focus on financial literacy

Matt Stephenson

Financial Advisor

Prudential

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

Mark S. Wilson

Financial Services Professional

Keystone Capital Partners Group, LLC

Time truly flies when you’re having fun. With the exception of a five-year stint at Harris Corporation, Mark has worked in financial services for more than twenty years. According to Mark, “I did not enter the profession lightly; I did a lot of research.” **Philosophy:** It’s easy to say that your business is oriented to serving clients, but Mark and his team have actually put pen to paper to define their mission and vision. As Mark puts it, “Our vision is to be a shield of faith and truth that helps guide people through their financial journey to help them realize their life goals.” This symbolic expression means that the mission of his office is to develop relationships with clients to help them navigate their financial issues through client-centered planning techniques. “Products are at the end of the process,” explains Mark. “too much of the financial services industry is centered around products and not on first listening and understanding each client’s special needs.” What distinguishes Mark from so many others is his low-key approach to working with clients- a style predicated on valuing people for their intrinsic worth and effective research. “I believe it’s important for financial professionals to show up when times are good and when times are bad, in up markets and down markets.” “I believe our clients are an extension of our family,” says Mark. “I have a sincere desire to make things better for people.” Mark and his team believe that success is a function of not what you do, but what you do right. Philosophically, Mark “evaluates his success by the success of his clients.” Mark enjoys working most with professionals, including CPAs and their clients. “That’s my educational background coming through,” exclaims Mark with some humility. But in general, Mark works closely with a variety of clients, including those as young as 40 through retirement age. He has also developed a following with small businesses and dental practices. The common thread is that each client possesses a sincere desire to make things better in their lives.

Jordan Cohen, CFPA®

Financial Advisor

KBK Wealth Management

Jordan Cohen is a financial planner who joined KBK Wealth Management in 2022. Jordan provides holistic advice to individuals and families on all financial planning matters including investment management, retirement planning, insurance and risk management, tax planning, estate and wealth transfer planning, and general goals-based financial planning. Jordan also advises small and mid-sized organizations on group retirement and insurance benefits. Jordan is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Adviser Representative holding FINRA Series 7 and 66 registrations, and is a licensed insurance broker for life, disability, long-term care, health, and accident insurance. Prior to KBK, Jordan spent four years as a financial advisor with Equitable Advisors and Lenox Advisors. Jordan is a Finance major and earned his Bachelor of Science in Business from the Kelley School of Business at Indiana University. During his studies, Jordan participated in the Charles Schwab Wealth Management Workshop program, and also spent a semester in London interning for St. James’s Place Wealth Management, a premier UK wealth management firm. Jordan lives in Manhattan and enjoys his short commute to the office. As a lifetime NYC-area resident, Jordan is a big New York sports fan and enjoys attending and watching games. Outside the office, Jordan also enjoys staying active and working out, trying new restaurants, traveling, and spending time with friends and family. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CT, FL, IA, MA, NJ, NY, OH. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Allen Dembski

Financial Advisor

Buffalo First Wealth Management, LLC

After working for almost a decade for a national broker dealer, I broke away and started my own RIA firm. We are a fee only advisory firm. We don't have any firm minimums as we feel any individual that wants to invest, should be able to with out prejudice of account value.

Amy Irvine

Founder

Rooted Planning Group

We are a women owned firm, geared towards working with professional women (attorneys, engineers, and entrepreneurs). We offer financial planning that includes investment management and tax planning, with a focus on wealth accumulation.

Adam Novak

Financial Services Professional

Mass Mutual

I focus my practice on the financial and investment planning, wealth and risk management needs of individuals, families, and business owners. Prior to joining Charter Oak, I worked as a wealth director for high-net-worth individuals and families at BNY Mellon Wealth Management in Boston, MA. I earned a designation as an Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning. I also hold a degree in marketing from Bryant University in Smithfield, RI. Outside of the office, I enjoy staying active, traveling, and cooking. Mywife Stephanie and I reside in Madison, CT.

Adam Loedel, CFP, ChFC

Managing Director

HighPoint Advisors

HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ability to build long-lasting relationships with our clients through superior advising services. Our individual, family, and business clients alike are assured of the same level of measured, well-informed guidance we afford all of our clients, whether you require wealth management, retirement or estate planning, life insurance, or more. Find out how HighPoint Advisors, LLC can help you make the best financial decisions today. Contact us in Suite 100 at 5900 North Burdick Street, East Syracuse, NY 13057.

Robert Walls

Financial Professional

Vision Financial Group

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Matthew McKee, CFA, CFPA®

Financial Advisor

Target Rock Wealth Management

As the founder and Chief Investment Officer of Target Rock Wealth Management, Matthew McKee is a dedicated financial professional whose mission is to provide quality advice, support and experience-driven insight that exceeds client expectations. Mr. McKee has an extensive background in financial services including equity research, asset management, alternative investments, and financial planning, and has cultivated the skills required to successfully guide high net worth clients and small businesses on a path to fulfilling their financial goals. Over the last two decades, Mr. McKee has gained professional accomplishments that have positioned him to become a leading financial resource for his clients. Prior to founding Target Rock Wealth Management, he was a Financial Advisor at Samalin Investment Counsel. Earlier in his career, Mr. McKee worked as a Regional Consultant at Gabelli Funds and an Associate Analyst at Morgan Keegan. In addition, he taught as an Adjunct Professor of Economics at SUNY Suffolk and has been quoted in various financial publications. Mr. McKee earned a BA in Economics from Hamilton College, an MBA with a concentration in Finance from Vanderbilt University, and is a CFA® Charterholder and CFP® Professional. The name Target Rock pays homage to the street Mr. McKee lived on as a young child, Target Rock Drive, which is named after the Target Rock in Lloyd Harbor, NY. Mr. McKee also believes it symbolizes the planning and stability he strives to achieve with all of his clients. Although Mr. McKee devotes most of his time to studying the financial markets and advising his clients, when he is not working, you can likely find him golfing and spending time with his family.

Jeffrey "Jeff" Klein

Financial Services Professional

Barnum - New York Elmsford

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement income solutions * Estate strategies * Employee benefit and retention services * Business continuation strategies

Samuel Israel

Financial Services Professional

Mass Mutual Brooklyn

Samuel Israel began his career in financial services in 2011 with the MassMutual Financial Group in Brooklyn, NY. Throughout that time he’s worked with many clients including small business owners, real estate professionals, physicians and attorneys. He has also worked with clients in the e-commerce industry. Samuel’s focus begins with you, the client, in mind. His meetings commonly begin with a simple, but powerful question; “what’s important to you?” Beginning by learning about what your short, mid, and long term goals are, he collaborates with you to develop a plan to move forward and help you attain those goals. Samuel’s passion for helping his clients shows as he goes above and beyond to help them coordinate all of their financial affairs. Samuel consults on creative life insurance strategies to help individuals and business owners plan for a more secure future. Samuel believes strongly in supporting family, friends and his community. He resides in Monsey, New York with his wife and children.

Michael Book

Managing Partner

Fifth Avenue Financial

Michael Book is a Managing Partner of Lenox Advisors. He is responsible for the firm’s overall corporate growth strategy and financial management, as well as maintaining many of the firm’s corporate relationships. Michael is a graduate of the University of Delaware. After four years of running a family business, he joined Cowan Financial Group in 1991. Along with Greg Large and Rick Van Benschoten, he is a founding partner of Lenox Advisors. Michael’s professional designations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Michael has appeared numerous times on Bloomberg Television and CNN discussing financial issues and corporate planning.

Robert Just, CFP

Owner

Main Street Wealth Management

I started out with a large national financial planning and investment firm. After ten years I realized that I wanted to stop selling commission-based products and instead wanted to concentrate on fee-only investment management and financial planning. As a fee-only advisor, I have true independence to do what is in the best interests of my clients with no propriety conflicts. Thru the years I have started two fee-only investment advisory firms for other organizations before starting Main Street Wealth Management in April of 2019. I am well known for helping, educating, and supporting clients as I help them develop strategic investment plans for their future.

Investopedia Top 100 Financial Advisor 2023 I am a fee-only CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and a regular contributor at Forbes. I've been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal thro... One thing I want my clients to know about me is... As a fee-only CFP, my goal is to provide access to expert, unbiased, and simple financial planning for everyone. Plans are based on your needs, and can include retirement planning, investment recommendations, college funding, saving and more.

Jason Harris is a Vice President at Center Street Capital Advisors. Prior to joining Center Street, he spent 20 years in the financial markets as an investor and advisor for some of the world’s leading financial institutions and asset managers. Jason brings sound advice and planning necessary for ... One thing I want my clients to know about me is: I believe managing significant wealth means understanding complexities, and our clients are backed by a team dedicated to navigating those challenges with precision.