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Advisors near 10603

Out of 400,000+ nationwide

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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

Wealth management Passive / index investing General retirement planning
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Fabian D

CFP®, CFA®

White Plains, NY

FMD Wealth Advisors LLC

Options & derivatives strategies Divorce financial planning
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Gabriel N

CFA®

Stamford, CT

Tadpole Investments LLC

Options & derivatives strategies
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Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing
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David F

Series 63, Series 65

Englewood Cliffs, NJ

Malvern Ridge Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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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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Jared C

Series 63, Series 65

Rye Brook, NY

Five Factor Capital Advisors

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

CFP®, Series 66

Tarrytown, NY

Pope Wealth Planning, LLC

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Executive
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William M

ChFC®, Series 63, Series 65

Tarrytown, NY

Martone Capital Management, Inc.

Wealth management
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Samir S

Series 63, Series 65

Stamford, CT

MBS Mantra, LLC

Executive Founder/Business Owner
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