Financial advisors in Ithaca, NY

47 match · page 1 of 2

Angela Oneill
Financial advisor at New Horizon Financial Strategies, LLC
New Horizon Financial Strategies, LLC · $217.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anne Chernish
Financial advisor at Anchor Capital Management, LLC
Anchor Capital Management, LLC · $61.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Celine Oh
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Corsi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Parks
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marshall McCormick
Financial advisor at Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. · $285.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Stoutenburg
Financial advisor at Cornell Pochily Investment Advisors, Inc.
Cornell Pochily Investment Advisors, Inc. · $654.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Molly O'neill
Financial advisor at Cornell Pochily Investment Advisors, Inc.
Cornell Pochily Investment Advisors, Inc. · $654.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nelson Mead
Financial advisor at Cornell Pochily Investment Advisors, Inc.
Cornell Pochily Investment Advisors, Inc. · $654.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Strebel
Financial advisor at New Horizon Financial Strategies, LLC
New Horizon Financial Strategies, LLC · $217.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Ainslie
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Conway
Financial advisor at S Conway Consulting, LLC
S Conway Consulting, LLC · $16.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane O'neill
Financial advisor at Cornell Pochily Investment Advisors, Inc.
Cornell Pochily Investment Advisors, Inc. · $654.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Lubrino
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Arndt Poelling
Financial advisor at Centennial Wealth Management Inc.
Centennial Wealth Management Inc. · $4.1M AUM
Verified
View page Check on SEC IAPD ↗
Arthur Lustgarten
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brooke Reilly
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Barnes
Financial advisor at Merryfield Barnes, LLC
Merryfield Barnes, LLC · $124.2M AUM
Verified
View page Check on SEC IAPD ↗
Christopher Lubrino
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Crista Gee
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Harter
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ezra Cornell
Financial advisor at Cornell Pochily Investment Advisors, Inc.
Cornell Pochily Investment Advisors, Inc. · $654.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Torelli
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Downs
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jess Esposito
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Fabrizio
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Michalek
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Tarnovski
Financial advisor at New Horizon Financial Strategies, LLC
New Horizon Financial Strategies, LLC · $217.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ksenia Trikoz
Financial advisor at Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. · $285.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mario Gonzalez-Ayon
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Ithaca, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Ithaca, NY.

How this list works

Before you hire an advisor in Ithaca, NY