Firms
Pros
Learn
Sign Up
Browse Financial Professionals in
New York
Lukas James DeWitt
Licensed Financial Advisor
Proxy Financial
New York
Minimum Assets:
$0
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
Nathaniel Baker
Associate
Independent
DMV
Minimum Assets:
$0
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Deva Panambur
Financial Advisor
Sarsi, LLC
New York
Minimum Assets:
$1
Mark S. Wilson
Financial Services Professional
Keystone Capital Partners Group, LLC
New York
Minimum Assets:
$0
Rebecca Arroyo
Financial Professional
Prudential
New York
Minimum Assets:
$0
James Salerno
Financial Services Professional
Trivium Point Advisory
New York
Minimum Assets:
$0
Jeffrey "Jeff" Klein
Financial Services Professional
Barnum - New York Elmsford
New York
Minimum Assets:
$0
Robert Walls
Financial Professional
Vision Financial Group
New York
Minimum Assets:
$0
Jack P. McCaffery
Financial Advisor
Mass Mutual
New Jersey
Minimum Assets:
$0
Gregory Pinto
Financial Advisor
Our Baystate Team
Massachusetts
Minimum Assets:
$0
Andrew Almeida, CFA, CFP
CEO & Portfolio Manager
Almeida Investment Management
New York
Minimum Assets:
$0
Ronald K. McQueen
Financial Services Professional
Mass Mutual Eastern PA
Pennsylvania
Minimum Assets:
$0
Thomas J. Guarino
Financial Advisor
Center for Wealth Preservation
New York
Minimum Assets:
$0
Amy Irvine
Financial Advisor
Rooted Planning Group
New York
Minimum Assets:
$0
Robert Devine
Financial Planner
Coastal Wealth
Florida
Minimum Assets:
$0
Matthew Rozzi
Financial Professional
Wealth Protection Strategies
New York
Minimum Assets:
$0
Allen Dembski
Financial Advisor
Buffalo First Wealth Management, LLC
New York
Minimum Assets:
$0
Jon Bass
Regional Director
Prudential
North Carolina
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
Samuel Israel
Financial Services Professional
Mass Mutual Brooklyn
New York
Minimum Assets:
$0
Anthony J. Nicodemo
Financial Professional
Advise Financial Solutions
Ohio
Minimum Assets:
$0
Adam Loedel, CFP, ChFC
Financial Advisor
HighPoint Advisors
New York
Minimum Assets:
$0
Matthew McKee, CFA, CFP®
Financial Advisor
Target Rock Wealth Management
New York
Minimum Assets:
$0
Noah Kahn
Financial Services Professional
Coastal Wealth
Florida
Minimum Assets:
$0
John Mendes
Financial Planner
Creative Financial Group
New Jersey
Minimum Assets:
$0
Maddie Brooks
Regional Director
Prudential
New Jersey
Minimum Assets:
$0
Keith R. Forbes
Financial Services Professional
Mass Mutual
Pennsylvania
Minimum Assets:
$0
Nicholas Otto
Financial Advisor
WestPoint Financial Group
Ohio
Minimum Assets:
$0
Matt Stephenson
Financial Advisor
Prudential
New York
Minimum Assets:
$0
Michael "Mike" Cammarata
Financial Services Professional
Tide Creek Financial Group
Maryland
Minimum Assets:
$0
Hugo Carvajal
Financial Planner
Mass Mutual
New Jersey
Minimum Assets:
$0
Christina Ma
Financial Advisor
Prudential
Texas
Minimum Assets:
$0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
Are you a Financial Professional?
Our FinPro program matches financial professionals with new clients across the U.S.
Join Today
.png)
%20(1).png)
.jpg)
.png)