Planning is a professional fee-based financial planning service that helps people manage their resources as the starting point to create a comprehensive financial plan that will help our clients achieve a secure financial future. Our team of experienced professionals understand that

services through SagePoint Financial. We offer fee-based and commission-based financial planning services with a CFP®: Certified Financial Planner™. EBNY Insurance Services

Openmind Money LLC is a financial advisor based in New York City, providing fee-based financial planning and investment education services to helping our clients make the most of their financial resources. We take pride in the quality of

in 1998, National Financial Partners is a leading independent distributor of financial services to high netwealth transfer, corporate and executive benefits and fee-based financial planning. A publicly traded company since 2003 of a national organization. National Financial Partners is headquartered in New York.

Stash Wealth is a Registered Investment Advisor based in New York that helps young professionalsYs™) who are often ignored by traditional financial firms. Stash Wealth offers tailored advice and organize finances, to their signature financial plan, The Stash Plan™ - with fee-only, impartial wealth management. They

Piermont Wealth Management is a financial planning firm based in New York, offering guidance to individuals experienced team of planners have decades of experience assisting clients with their financial goals, such as retirement planning, tuition savings, and more. We operate on a fee-

Value Investment Professionals (VIP) is a financial service provider that assists individuals, of experienced professionals provide comprehensive investment advisory, financial planning, and estate planning services. We focus minimizing the costs of investments. Our fees are based solely on assets under management and