Financial advisors in Vestal, NY

39 match · page 1 of 2

Barak Steika
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
CFP®VerifiedFinancial planning
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Cindy Miller
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Jeffrey Ricchiuti
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joseph Lipsitz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Richard Bulger
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Richard Pichura
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
CFP®VerifiedFinancial planning
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Brian Derry
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Christopher Johnson
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Gregory Lesko
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
VerifiedFinancial planning
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Jackson Lesko
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
VerifiedFinancial planning
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Jennifer Ryba Spurgas
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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John Marchiel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jonathon Myers
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Joshua Gacioch
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Karen Stebbins
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
VerifiedFinancial planning
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Kevin Kirchheimer
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Kevin Klingbeil
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kevin Vestel
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kurt Golden
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Lindsay Spauster
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
VerifiedFinancial planning
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Marco Montone
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Mark Meier
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
VerifiedFinancial planning
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Matthew Diers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Mia Hartung
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
VerifiedFinancial planning
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Michael Kaiser
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Michael Van Housen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Nicole Hanna
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Nikola Lalovic
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M AUM
VerifiedFinancial planning
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Peter Mitchell
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Richard Barber
Financial advisor at Lesko Securities, Inc.
Lesko Securities, Inc. · $728.5M 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 Vestal, 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.

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Financial advisors in Vestal, NY.

How this list works

Before you hire an advisor in Vestal, NY