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Wellspent public graph/Who advisors serve/Retirees/New York

Financial advisors for retirees in New York

All 109 advisors

Fee-only advisors for retirees in New York: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jonathan Blazick Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Marianna Beddard PlayBook Advizor Port Washington Not listed Ongoing planning fee
Michael Congdon Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Daniel Mitchell Fiorile Financial Advisory Group Saranac Lake Not listed Hourly, Fixed fees
Eric Sweet Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Kelley Zimmerman Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Nathan Burns Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Todd Gordon Inside Edge Capital Saratoga Springs Not listed Percentage of assets, Fixed fees
William Redder Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly