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Advisors near 10536

Out of 400,000+ nationwide

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Stephen T

CFA®, Series 65

Ridgefield, CT

Granite Hill Capital Management, LLC

General retirement planning Income planning Wealth management Passive / index investing
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Sean W

Series 63, Series 66

Katonah, NY

Brandon Hill Wealth Management, LLC

Options & derivatives strategies
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Jay T

CFA®, Series 66

Nyack, NY

Sanskar Advisors, Inc.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Anthony S

Series 63, Series 65

Pound Ridge, NY

1230 Advisors, LLC

Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments
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David M

CFP®, Series 63, Series 65

Mt. Kisco, NY

DBM Planning, LLC

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Hendrik D

Series 63, Series 65

New Canaan, CT

Marathon Investments, LLC

Active portfolio management Options & derivatives strategies Passive / index investing
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Richard P

CFA®

New Canaan, CT

Compo Advisors, LLC

Active portfolio management Options & derivatives strategies
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Peter S

Series 65

Bethel, CT

Salzman Financial Management LLC

Passive / index investing
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Joseph B

Series 65

Croton On Hudson, NY

Madison Money Management, Inc.

Active portfolio management
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Maureen W

CFP®

Cortlandt Manor, NY

M.A. Whelan Financial Planning

Retirement income strategy Income planning Social Security optimization Annuities General tax planning Retired Approaching retirement
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