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State DirectoryRetirement Planning Services in New York, NY
1. Zoom Reverse Mortgage
Serving the NY Area
From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…
2. D.B. McKenna & Co., Inc.
Serving the NY Area
From Business: As with your physician or attorney, the relationship between you and your financial adviser is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we…
3. Zalucki & Halstead LLP
1776 Union St Ste 2, Schenectady, NY 12309
From Business: Zalucki & Halstead LLP, CPAs is a full-service accounting firm serving clients throughout the Schenectady, New York area, dedicated to providing our clients with professional,…
4. Burke & Casserly
255 Washington Avenue Ext, Albany, NY 12205
"extremly helpfull and informative. I was able to help my parents set up their estate planning needs,"
5. Emerald Retirement Planning Group, Inc.
5 Joyce Plz, Stony Point, NY 10980
From Business: Retirement Planning; Financial Planning; Financial Advising; College Planning; Asset Management
8. Nationwide Insurance
Serving the NY Area
From Business: At Umanoff Boyer Agency in Brooklyn, New York, our mission is to provide a well-balanced variety of policy options for our clients and their families, from a trusted industry…
10. Rimkus Marciano & Associates Inc
3136 Winton Rd S, Rochester, NY 14623
From Business: Rimkus Marciano & Associates Inc is in Rochester NY. We are Retirement Planning Specialists. Various Insurance and Mutual Fund Companies, Reliable, Knowledgeable, Continuous,…
12. Amherst Financial Services
531 Farber Lakes Dr Ste 7, Buffalo, NY 14221
14. Mrb Financial Service
3667 Countryside Ln, Marion, NY 14505
16. RLB Wealth Planning, Inc.
1325 Franklin Ave Ste 235, Garden City, NY 11530
From Business: RLB Wealth Planning is committed to serving our clients in a manner that is respectful, transparent and effective. Our team of CFP® and CPA professionals has the insight,…
26. Excomp Asset Management Ltd
425 Broadhollow Rd, Melville, NY 11747
From Business: Independent investment management and retirement consulting.
28. Janney Montgomery Scott
22 Corporate Woods Blvd Ste 402, Albany, NY 12211
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
29. Research Financial Group
525 University Ave Ste 1, Rochester, NY 14607
30. The Lexington Financial Group
7207 E Genesee St, Fayetteville, NY 13066
"feel very comfortable and pleased with their advice...having been at other brokerage firms, their knowledge and customer service is second to none"