Business List: Financial Advisors in Orange County, NY, USA

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Charles Schwab 155 Route 17, Paramus, NJ 07652
20196xxxx0 ej.********@s*****.com 2.9 16 3.3 3
Ameriprise Financial Advisors 5 Hatfield Ln Ste 1B Goshen, NY 10924 84561xxxx2
Edward Jones - Financial Advisor: John O’Hara 697 Bloomfield Ave West Caldwell, NJ 07006
97352xxxx9 a.j*********@e**********.com
Rhinebeck Bank Asset Management 2134 NY-208, Montgomery, NY 12549
84556xxxx0 api*******@r***********************.com 4.73
GTT CPA Glen Rock, NJ 07452
20148xxxx2 inf*@g*****.com 5 2
Guttilla & Guttilla Hasbrouck Heights, NJ 07604 20128xxxx0 3 2
Bleakley Financial 100 Passaic Ave Ste 300 Fairfield, NJ 07004
97357xxxx0 ada**********@a**********.com 1 1
A I G Advisor Group 48 S Franklin Tpke, Ramsey, NJ 07446 20123xxxx6 aci******@k*************.com
HJM Management Services 29 Railroad Ave Middletown, NY 10940
84539xxxx6 jsm***@h************.com
Edward Jones - Financial Advisor: Joseph E Schaefer 151 N Main St Ste 301 New City, NY 10956
84563xxxx3 a.j*********@e**********.com
Jack Watson - Northwestern Mutual 555 Long Wharf Dr, New Haven, CT 06511
86045xxxx5 acc******@n*.com 5 1
Paul F. Cammareri, AWMA 210 Main St, Goshen, NY 10924
64672xxxx2 pca*******@b***********.com 1.01
Apogee Wealth Advisors 480 Bedford Rd, Chappaqua, NY 10514
21225xxxx5 kki*****@a*******************.com
Wiedenkeller Todd Financial Advisor 171 Main St, New Paltz, NY 12561
84525xxxx7 to**@w*********.com 4.5 10
Lindsay Financial Services 60 Erie St, Goshen, NY 10924 84529xxxx4 5.01
Gallagher Insurance, Risk Management & Consulting 25 Main St Ste 3-2 Goshen, NY 10924
87790xxxx9 aar************@a**.com 3852
Pucci Financial of Raymond James 500 Canal St, Goshen, NY 10924
84536xxxx0 aar************@r***********.com 1 1
Edward Jones 500 Valley Rd Ste 108 Wayne, NJ 07470
97358xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jeremy W Angevine 34 N Plank Rd, Newburgh, NY 12550 84556xxxx3
Daniel P. Vigilante CPA 999 Tabor Rd Ste 100 Morris Plains, NJ 07950
97324xxxx9 ala*@d*****.com 3.4 8
David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC 23 Wallkill Ave, Wallkill, NY 12589
84545xxxx1 ada*********@a***.com
Alex Taub - Raymond James 3 Coates Dr Ste 5, Goshen, NY 10924
84529xxxx3 5.01
Edward Jones - Financial Advisor: Russell G Grimm 212 Everett Ave, Wyckoff, NJ 07481
20156xxxx1 a.j*********@e**********.com 87860 100000
Seix Investment Advisors 10 Mountainview Rd, Upper Saddle River, NJ 07458
20139xxxx0 ada******@s***********.com
Edward Jones - Financial Advisor: Bill Flash 20 Milltown Rd Ste 203 Brewster, NY 10509
84527xxxx4 a.j*********@e**********.com 5 1
McMillan Consulting Warwick, NY 10990
64641xxxx3 hel*@c***************.com 3.5 2 129
Jacob K Katz & Company 455 Route 304 Bardonia, NY 10954
84563xxxx5 dou*@k************.com 5 1
Financial Planning Concepts 171 Ridgedale Ave Florham Park, NJ 07932 97344xxxx6
Del Negro Paul F EA 135 North St, Middletown, NY 10940
84534xxxx9 pau*@d****.net
Bimak Group Garfield, NJ 07026 70854xxxx5
4Structures Stamford, CT 06902
88832xxxx0 jda********************************@4**********.com 5 9 5 4
New York Financial Coach 89 Mason Cir Beacon, NY 12508
94036xxxx1
Edward Jones - Financial Advisor: Dominick E Profaci 4246 Albany Post Rd, Hyde Park, NY 12538
84522xxxx8 and*******@c*************.ca
Julie Smith, Rhinebeck Asset Management 2134 NY-208, Montgomery, NY 12549
84556xxxx0 adi*****@r************.com
Anjed Eloued - TD Wealth Financial Advisor 515 NY-17M, Monroe, NY 10950
84552xxxx0 abc***@t*.com 5.028 844387 5534
Donald Weis, Financial Advisor - Eagle Strategies 460 Temple Hill Rd, New Windsor, NY 12553
84556xxxx9 abc***@n**********.com
Quest Financial Services 30 Matthews St #301, Goshen, NY 10924
84529xxxx3 ama***@q*********************.com 3.7 3
Flynn Financial Partners 56 Harrison St Ste 203 New Rochelle, NY 10801
21249xxxx0 ada*@f*********.com 5 1
Raffer Wealth Management 115 W Century Rd Ste 145 Paramus, NJ 07652
20177xxxx1 ali***********@s**************.com 5 6
Edward Jones - Financial Advisor: Tom Casey 163 Route 6, Mahopac, NY 10541
84562xxxx7 a.j*********@e**********.com
OG Tax and Accounting Group 164 20th St Ste 2E Brooklyn, NY 11232
71878xxxx7 inf*@o********.com 4.5 40 4.8 78
Herod CPA PLLC 1216 Broadway Fl 2 New York, NY 10001
64641xxxx8 hel*@c***************.com 1 2 12
Edward Jones - Financial Advisor: Robert R Anderson Jr 851 Franklin Lake Rd Ste 208, Franklin Lakes, NJ 07417
84487xxxx2 and*******@c*************.ca
Atrium Advisors 36 Hester St, Piermont, NY 10968 21283xxxx0 lka***@a*************.com
James M Korzik - Financial Services 76E Main St, Little Falls, NJ 07424
97343xxxx0 dns*****@a***.com
Greenspring Advisors 650 From Rd, Paramus, NJ 07652
20126xxxx0 aar********@g******************.com 110 30
Saldino Group 1 Howe Ave, Passaic, NJ 07055 97376xxxx0
De Lorenzo Financial Planning 276 NY-17K, Newburgh, NY 12550 84556xxxx4 5.02
Kevin J Mulqueen 460 Temple Hill Rd, New Windsor, NY 12553
84556xxxx5 joh*******@k************.net
Jennifer Paolicelli - Ameriprise Financial Services 25 Main St Ste 3-2 Goshen, NY 10924
84529xxxx0 ada*********@a***.com 228 13
Amundsen ventures 57 W 57th St Fl 3 New York, NY 10019
21292xxxx8
Randolph S Clark & Associates 286 Main St, Cornwall, NY 12518 84553xxxx0 5 1
Rodrigo Oliva-Private Wealth Advisor, Ameriprise Financial Services 500 N Franklin Tpke, Ramsey, NJ 07446
76092xxxx6 dns*****@a***.com
Trust Financial Services 147 Columbia Tpke Ste 104 Florham Park, NJ 07932
97351xxxx0 d-j***@t***********.com
Riolo Financial Group - Ameriprise Financial Services 254 S Main St Ste 406 New City, NY 10956
84547xxxx1 dns*****@a***.com
Financial Foundation Systems 200 Ridge Rd Goshen, NY 10924
84552xxxx7 5 1
David M Kleiner-Private Wealth Advisor, Ameriprise Financial Services 555 Pleasantville Rd, Briarcliff Manor, NY 10510
91498xxxx0 dav************@a***.com
Edward Jones - Financial Advisor: Eugene S Spitzer 23-00 Rte 208 S Fair Lawn, NJ 07410
20179xxxx5 a.j*********@e**********.com 84724
Edward Jones - Financial Advisor: Russell G Grimm 300 Franklin Ave Ste 102, Wyckoff, NJ 07481
20156xxxx1 acc**********@e**********.com 5 1 37
Anthony Lesica - Financial Advisor 800 Westchester Avenue - Ste S 508, Rye Brook, NY 10573 91425xxxx0
Stifel 17 West St, Goshen, NY 10924
84561xxxx0 abb****@s*****.com 5 1 4228
Edward Jones - Financial Advisor: Judi R McAnaw 332 Route 100 Ste 300, Somers, NY 10589
91451xxxx6 and*******@c*************.ca
CFS Investment Advisory Services 97 Lackawanna Ave Ste 101 Totowa, NJ 07512
97382xxxx0 ale******@c*****.com
Mindful Wealth Management - Ameriprise Financial Services 73 Newark-Pompton Tpke Riverdale, NJ 07457
97361xxxx0 ale******************@a***.com 10
Edward Jones - Financial Advisor: Jerry Terwilleger Jr 815 Blooming Grove Tpke Ste 200, New Windsor, NY 12553
84545xxxx2 and*******@c*************.ca 5 2
Apostolic Financial Advisors 2 Deer Trail Rd, Saddle River, NJ 07458 20123xxxx0 5 85
Strategic Wealth Management 555 Pleasantville Rd Ste 106N Briarcliff Manor, NY 10510
91476xxxx1
Richard Martin - Financial Advisor, Ameriprise Financial Services, LLC 25 W Main St Ste 3-2, Goshen, NY 10924
84529xxxx0 dns*****@a***.com 3.73
Parks Wealth Management 148 Prospect St Fl 2 Ridgewood, NJ 07450
20168xxxx0 fel****@p******.com 5 14 195 31
Compass Point Advisors L.P. 136 Summit Ave Ste 203, Montvale, NJ 07645
20139xxxx1 sup****@w*******.com
Agnic Advisors LLC 140 E Ridgewood Ave Ste 415, Paramus, NJ 07652
97355xxxx1 joh*@a************.com
Wealthaven 115 Flc Rd Hawley, PA 18428
21528xxxx4 hol*********@w*********.com
Westchester Association of Insurance & Financial Advisors Inc 2780 Evergreen St, Yorktown Heights, NY 10598 91496xxxx5
Steve Chait CPA 65 Harristown Rd Glen Rock, NJ 07452
20129xxxx5 1 1
Immigrant Advisory Services 732 Broadway Ste 2 Paterson, NJ 07504
88828xxxx3
Merrill Lynch Wealth Management 90 Crystal Run Rd, Middletown, NY 10941
84569xxxx0 ale*********@m*.com
Brent Financial Group 70 E Main St Ste 1 Wappingers Falls, NY 12590
84529xxxx0 dev***@b*************.com
White House Capital 400 Rella Blvd Ste 123 Montebello, NY 10901
85599xxxx3
JK Harris & Company 140 E Ridgewood Avenue Paramus, NJ 07652
80089xxxx6
Michael Collins - Financial Advisor, Ameriprise Financial Services, LLC 25 W Main St Suite 3-2, Goshen, NY 10924
84536xxxx2 dns*****@a***.com 5.01
Mollica Financial Group 10 Raymond Ave Poughkeepsie, NY 12601
84548xxxx0 joh*****@m********.com 460 6
Michael Fasano - Ameriprise Financial Services 250 Pehle Ave Ste 500 Saddle Brook, NJ 07663
20122xxxx0 dns*****@a***.com
Matheson & Associates 110 S Jefferson Rd Whippany, NJ 07981
97342xxxx5 inf*@m**********.com 5 2
Edward Jones - Financial Advisor: Gregory A Field 2 Crosfield Ave Ste 414, West Nyack, NY 10994
84551xxxx0 acc**********@e**********.com 7
Edward Jones - Financial Advisor: Anthony V DiGennaro 815 Blooming Grove Tpke Ste 200, New Windsor, NY 12553
84556xxxx4 acc**********@e**********.com 5 2 39
Edward Jones - Financial Advisor: Daniel P Murray 88 Wanaque Ave Pompton Lakes, NJ 07442
97324xxxx9 a.j*********@e**********.com
Great Path Planning 10 Matthews St, Goshen, NY 10924
84539xxxx4 chr**********@g**********.com 4.85
Avanti Wealth Management - Pasquale Pisani 17 Sylvan St Ste 104 Rutherford, NJ 07070
20172xxxx7 imp******@g****.com 5 19 5 3
Douglas Messina - Financial Advisor, Ameriprise Financial Services, LLC 7 Wisner Rd, Warwick, NY 10990
84524xxxx0 dns*****@a***.com 5 1
Guillen & Sal Multi-Services Totowa, NJ 07512 55131xxxx2 5 1
Tompkins Mahopac Bank 100 Independent Way, Brewster, NY 10509
84527xxxx0 cat************@m**********.com 5 1 11346 45
Paul Ellis Consulting 35 Washington Ave, Beacon, NY 12508
20351xxxx7 pau*@p******************.com
Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC 25 W Main St Ste 3-2, Goshen, NY 10924
84536xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Tom Heinbockel 220 Main St Nyack, NY 10960
84534xxxx6 a.j*********@e**********.com 84724
Anthony Pio Costa - Ameriprise Financial Advisor 350 Passaic Ave Ste 202 Fairfield, NJ 07004
97327xxxx5 ant*************@a***.com 5 1
Wells Fargo Advisors 104 W High St Ste 1A, Milford, PA 18337
57034xxxx9 abc***@w*****************.com
Equitable Advisors 106 Oak Ave, Park Ridge, NJ 07656
84563xxxx9 aar*********@e********.com 51863 16
Westchester Benefit Group 500 Summit Lake Dr Ste 120 Valhalla, NY 10595
91474xxxx0 aco***@w*****************.com 4.6 6 210 4
Edward Jones - Financial Advisor: Ryan OLeary 77 Ronald Reagan Blvd, Warwick, NY 10990
84568xxxx3 and*******@c*************.ca
Warwick Valley Financial Advisors 28 Railroad Ave #2b, Warwick, NY 10990
84598xxxx0 fem*@w********.com 3.7 3 133 10
National Securities 210 Main Street Goshen, NY 10924
64672xxxx2 aro*****@b***********.com
Edward Jones - Financial Advisor: Rich Tandy Jr 600 E Crescent Ave Ste 303, Upper Saddle River, NJ 07458
20123xxxx1 and*******@c*************.ca
Baldino Stephen A 56 Main St Ste 5 Warwick, NY 10990 84598xxxx2
Edward Jones - Financial Advisor: Pauline R Morley 597 Newark Pompton Tpke, Pompton Plains, NJ 07444 97383xxxx6
Chestnut Investment Group Inc 4 Executive Blvd, Suffern, NY 10901
84550xxxx2 dan****@c*****************.com
Edward Jones - Financial Advisor: JR Caiafa 77 Ronald Reagan Blvd, Warwick, NY 10990
84598xxxx0 and*******@c*************.ca
Charles Schwab 2308 Broadway, New York, NY 10024
21236xxxx0 ej.********@s*****.com 5 2 3.4 7
Frank Dwyer, Rhinebeck Asset Management. A Division of Rhinebeck Bank. 2134 NY-208, Montgomery, NY 12549
84556xxxx0 adi*****@r************.com 5.01
HVLAD Advisors 65 Otterkill Rd, New Windsor, NY 12553 84524xxxx4 5 3
William E Bredthauer-Private Wealth Advisor, Ameriprise Financial Services 2345 Route 52, Hopewell Junction, NY 12533
84589xxxx5 dns*****@a***.com
Edward Jones - Financial Advisor: Austin H Hynes 1 Main St Apt A, Sparta, NJ 07871 97372xxxx3
Edward Jones - Financial Advisor: Kenneth J Quazza 55 Skyline Dr, Ringwood, NJ 07456
97396xxxx7 acc**********@e**********.com 5 1 131 220
Scott Doyle, Timothy Davis & Rodger Thomas 38 Edgemere Rd Fl 1 Livingston, NJ 07039
97354xxxx0 s.d****@s************.net
RMR Wealth Builders 111 Grove St Montclair, NJ, NJ 07042
88833xxxx8 aco*******@r********.com 5 2 5 2
Hudson Valley Investment Advisors, Inc. 117 Grand St, Goshen, NY 10924
84529xxxx7 cro**@h*********.com 5 1 108
Luciano Financial 83 Calvert St Fl 2 Harrison, NY 10528
91432xxxx9
Douglas Messina-Financial Advisor, Ameriprise Financial Services 7 Wisner Rd, Warwick, NY 10990
84524xxxx0 ann**********@a***.com 3
Passaic Tax Group 514 Van Houten Ave Passaic, NJ 07055 97326xxxx4
Alan Tocman -Financial Services Tarrytown, NY 10591
Leicht Financial Planning & Wealth Management 900 Lanidex Plz Ste 110 Parsippany, NJ 07054
97359xxxx0 and***@l***********.com
Edward Jones Invstmnts 22-15 Fair Lawn Ave, Fair Lawn, NJ 07410
20179xxxx5 a.j*********@e**********.com 84722
American Express Financial Advisors 21 Old Main St Ste 201, Fishkill, NY 12524
84589xxxx0 dns*****@a***.com
Ameriprise Financial Advisors 2345 Rte 52, Ste 1G, Hopewell Junction, NY 12533
84522xxxx1 ant*******@a***.com 132831
Scott Turner - J Matrik Wealth Management 555 Taxter Rd Ste 190 Elmsford, NY 10523
91490xxxx4 ale*@j******.com 5 2 5 1 120 3
Financial Management Advisors 1 International Blvd Ste 605, Mahwah, NJ 07495
20151xxxx0 5 2
Tempewick Wealth Management 177 Madison Ave Morristown, NJ 07960
97328xxxx0 ale********@t*******************.com 13
Charles Schwab 1900 Northern Blvd, Manhasset, NY 11030
51649xxxx0 ej.********@s*****.com 3.3 3 4 1
Raymond James Financial Services 1 Hatfield Ln #4, Goshen, NY 10924
84529xxxx0 3.73
Edward Jones - Financial Advisor: Thomas J Feely 1 Main St Ste A, Sparta, NJ 07871
97350xxxx7 and*******@c*************.ca
Edward Jones - Financial Advisor: Ulana M Emerson 139 Pike St, Port Jervis, NY 12771
84520xxxx0 and*******@c*************.ca 5 4
Edward Jones - Financial Advisor: Gregory A Field 151 N Main St Ste 301, New City, NY 10956
84548xxxx0 and*******@c*************.ca
Onofry Financial Services 17 E Main St, Port Jervis, NY 12771
84585xxxx8 son****@a*.cadaretgrant 5 1
Hudson Valley Wealth Management 15 E Central Ave, Pearl River, NY 10965
84592xxxx0 cco*****@h***.com
Gold Ring Investments Inc 0-40 Fair Lawn Pkwy, Fair Lawn, NJ 07410
20179xxxx6 c18*****************************@s*****.wixpress 5 42 5 2
Wealth Enhancement Group 9 Coates Dr Ste 3 Goshen, NY 10924
84529xxxx0 4.8 5
Scipione Wealth Advisors 13-15 Broadway, Fair Lawn, NJ 07410
20170xxxx0 lou@s*************.com
Ltc & Di Advisors 6 Raritan Rd, Oakland, NJ 07436 20133xxxx5
Wells Fargo Advisors 1501 Hamburg Tpke, Wayne, NJ 07470
97369xxxx0 a-w***************@w*****************.com 189230
M B Advisors 15 Tokay Ln, Monsey, NY 10952 84537xxxx4
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC 25 W Main St Suite 3-2, Goshen, NY 10924
84545xxxx1 dns*****@a***.com
Samuele Dragone: Primerica - Financial Services 280 NY-211 SUITE 101, Middletown, NY 10940
84534xxxx4 bri**********@p********.com 5 1 147236 4025
Magellan Financial Solutions 13 Oakland Ave, Warwick, NY 10990
84598xxxx7 inf*@m*************************.com 3.73
Edward Jones - Financial Advisor: Neil G Gargiulo 23 Depot Plz, Tarrytown, NY 10591
91424xxxx0 a.j*********@e**********.com
DJ Bracken Financial 1 Blue Hill Plz, Pearl River, NY 10965
84589xxxx3
Ameriprise Financial Advisors - Ellis & Associates 21 Old Main St Ste 201 Fishkill, NY 12524 84589xxxx0
Aznar Financial Advisors 21 Lakeview Dr Morris Plains, NJ 07950
97354xxxx0 azn****@a************.com
Brissett & Associates 90 Main St Ste 307 Hackensack, NJ 07601
20148xxxx8 inf*@b*******.net 3 2
Wells Fargo Advisors 550 Kinderkamack Rd, Oradell, NJ 07649
20126xxxx5 a-w***************@w*****************.com
Edward Jones - Financial Advisor: John F Dolan 600 E Crescent Ave Ste 303 Upper Saddle River, NJ 07458
20123xxxx1 a.j*********@e**********.com 84722
Equitable Advisors 10 Madison Ave FL 2nd Morristown, NJ 07960
97340xxxx9 3.3 3
Edmund Iannelli - Ameriprise Financial Services 250 Pehle Ave Ste 500 Saddle Brook, NJ 07663
20122xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Ryan O'Leary, CFP® 42 High St S-201, Warwick, NY 10990
84598xxxx0 a.j*********@e**********.com 5 1 84724
Sal G Lucido: Primerica - Financial Services 2277 Goshen Turnpike BLDG B, Middletown, NY 10941
84542xxxx6 aud***********@p********.com 5.01 147460 4050
Voya Financial Advisors 3 Neptune Rd, Poughkeepsie, NY 12601
84524xxxx1 aar**@v***.com
Edward Jones - Financial Advisor: Michael Bain 300 Knickerbocker Rd, Cresskill, NJ 07626
20187xxxx0 a.j*********@e**********.com
CJC Financial Resources 41 Vreeland Ave Ste 26 Totowa, NJ 07512
97390xxxx0
Fidelity Investments 1075 Northern Blvd Unit B Roslyn, NY 11576
51662xxxx5 a61****@f*******.com 1.8 4 318875
Breakthrough Business Concepts Fort Lee, NJ 07024
97344xxxx1 giz********@g**********.com 5 4
Advisors Mortgage Group 127 State Rt 23 N, Hamburg, NJ 07419 97320xxxx0
Catanzaro & Associates, PC 45 Station Rd Columbia, NJ 07832
61090xxxx2 cat*********@g****.com
Edward Jones - Financial Advisor: Tammy Washalski, AAMS™ 13 James P Kelly Way Suite B, Middletown, NY 10940
84569xxxx4 a.j*********@e**********.com 3.73 84724
Edward Jones - Financial Advisor: Greg Dzielinski 23-00 State Rt 208 Ste 2-7 Fair Lawn, NJ 07410
20179xxxx5 a.j*********@e**********.com 84724
Chris Tomolonis Jersey City, NJ 07304
20160xxxx1 cto*******@w*****.com 5 3 5 1
Biondo Investment Advisors 540 Route 6 And 209, Milford, PA 18337
57029xxxx5 akr**@t*************.com 5 3 339 31
Edward Jones - Financial Advisor: Tim Bardin 34 N Plank Rd, Newburgh, NY 12550
84556xxxx3 a.j*********@e**********.com 5 2 84724
Edward Jones - Financial Advisor: Jenna A Fabio 2 Crosfield Ave Ste 414, West Nyack, NY 10994
84551xxxx0 acc**********@e**********.com 86742
Kepecs Simon 501 State Route 208 Ste 31 Monroe, NY 10950
84578xxxx1 abr****@k**************.com 1 1
Joseph Campanella: Primerica - Financial Services 19 Dewitt St, Middletown, NY 10940
84534xxxx6 bmo***********@p********.com 5 2 147372 4028
Cafaro Greenleaf Red Bank, NJ 07701
73253xxxx9 bme***@c**************.com 70 1934
Hudson Valley Investment Advisors Inc 117 Grand Ave, Middletown, NY 10940 84529xxxx7 7
Edward Jones - Financial Advisor: John O'Hara 88 Wanaque Ave, Pompton Lakes, NJ 07442
97324xxxx2 and*******@c*************.ca
Anjed Eloued - TD Wealth Financial Advisor 78 Brookside Ave Suite 101, Chester, NY 10918
84552xxxx0 abc***@t*.com 3.73 844387 5534
Stephen Baumgartner - Ameriprise Financial Services 2345 Route 52 Ste 1G Hopewell Junction, NY 12533
84522xxxx1 ang***************@a***.com
FFG, Fisch Financial Group 5 Corporate Dr, Central Valley, NY 10917
20125xxxx3 yfi***@f***********.com 5.02
Christine Frole & Associates - Ameriprise Financial Advisors 539 Valley Rd Ste 2A Upper Montclair, NJ 07043 97353xxxx0 5 1
Richard Simon CPA 6900 Jericho Turnpike Ste 201 Syosset, NY 11791
51686xxxx2 ich***@r********.com 5 2 498 510
David Daniel, CPA Milford, PA 18337
77085xxxx2 dav**@d*********.com 5 2
Daniel Financial Management Group One University Plz Ste 108 Hackensack, NJ 07601
20148xxxx3 bar****@d*****************.com
Per$onal Finan$ial Advocate Olivebridge, NY 12461 84565xxxx4
Martinez Consulting Services Bronx, NY 10459
34794xxxx4 5 1
RGA Investment Advisors 185 Great Neck Rd Fl 3 Great Neck, NY 11021
51666xxxx5 ari@r****.com 5 4 223
Brian Dowery - Wilmington Advisors @ M&T 745 NY-17M, Monroe, NY 10950
84578xxxx7 aam************@m**.com 93145 2021
Robert J Klein, CPA 4021 214th Pl, Bayside, NY 11361
71842xxxx4 adm**@r**************.com 5 5 5 5 52
Modera Financial Advisors & Financial Planners 56 Jefferson Ave westwood, NJ 07675
20176xxxx0 aar********@m***********.com 90 110
TRIANGLE. Financial third party advisory 1 Stage Rd Suite #211, Monroe, NY 10950 85539xxxx3 5 28
Lincoln Financial Advisors 61 S Paramus Rd Ste 425 Paramus, NJ 07652
20155xxxx0 ant************@l**.com
Equitable Advisors 114 W 47th St, Wyckoff, NJ 07481
84563xxxx9 aar*********@e********.com 51864 16
Passante Investments 36-11 Ditmars Blvd, Astoria, NY 11105
51688xxxx5 cpa******@a*****************.com
Sec Financial Services Paterson, NJ 07513
86243xxxx9 sec*********************@g****.com
Edward Jones - Financial Advisor: Michael O'Donovan 247 Route 100 Ste 200, Somers, NY 10589
91440xxxx8 acc**********@e**********.com 93 86742 98000
Edward Jones - Financial Advisor: James P Kivlehan 32 S Liberty Dr Ste 2, Stony Point, NY 10980
84542xxxx4 acc**********@e**********.com 87860 100000
A Kaplan CPA, P.C. 4300 Hylan Blvd Ste 2D Staten Island, NY 10312
71857xxxx2 acc*******@a*********.com 5 114 4.8 18 375 41 390
Spencer’s Retirement 29 St John St Ste A Goshen, NY 10924
84522xxxx0 joh*@s****************.com 181
Edward Jones - Financial Advisor: Thomas J Geoghegan 284 Main St, Beacon, NY 12508
84583xxxx7 acc**********@e**********.com 5 6
Edward Jones - Financial Advisor: Walter J Janeczek 851 Franklin Lake Rd Ste 208, Franklin Lakes, NJ 07417
20158xxxx2 and*******@c*************.ca
Evergreen Financial Corporation 17-10 River Rd Ste 3E Fair lawn, NJ 07410
20195xxxx0 csm*******@e****.com
Quest Advisory 30 Matthews St # 302, Goshen, NY 10924
84529xxxx8 bi**@q************.com 3.73
Edward Jones - Financial Advisor: Conan F Ward 500 Valley Rd Ste 108 Wayne, NJ 07470
97387xxxx6 a.j*********@e**********.com
Mark Kalish 25 Main St Ste 3-2 Ameriprise Financial Advisor Goshen, NY 10924
84529xxxx0 dns*****@a***.com
Michael Collins-Financial Advisor, Ameriprise Financial Services 25 Main St, Goshen, NY 10924
84536xxxx2 dns*****@a***.com
Wells Fargo Advisors 1 Blue Hill Plz Fl 10, Pearl River, NY 10965
84563xxxx0 abc***@w*****************.com 189231
Hyton Accounting & Consulting 400 Jericho Turnpike Ste 326 Jericho, NY 11753
71838xxxx8 deb**@h*******.com 4.6 83
Forsyth Wealth Management 249 Route 94 Ste 3 Vernon Township, NJ 07462
97351xxxx3 jla******@f*********.com
KPC Financial Services 500 N Franklin Tpke, Ramsey, NJ 07446
20167xxxx0 joh*******@k*****.com 5 2
Schloemer William 2429 Albany Post Rd Walden, NY 12586
84577xxxx4 aar************@r***********.com 17323
Edward Jones - Financial Advisor: Ken Simon 815 Blooming Grove Tpke Ste 200 New Windsor, NY 12553
84556xxxx4 a.j*********@e**********.com 84722
Select Wealth Partners 12 Evergreen Dr, Middletown, NY 10940
84534xxxx4 inf*@s*******.net 3.73
AXA Advisors 21 Rolling Green Ln, Wappingers Falls, NY 12590 84522xxxx1
Merrill Lynch Financial Advisor Ryan Coakley 90 Crystal Run Rd Ste 105, Middletown, NY 10941
84569xxxx4 ale*********@m*.com
SFI Advisors 79 Midland Ave, Montclair, NJ 07042
97374xxxx4 ale*@s**********.com
AXA Advisors, LLC (Daniel Patrick Flynn, CFP®) 225 Sparta Ave Suite C, Sparta, NJ 07871
64658xxxx6 ang**********@e********.com
Edward Jones - Financial Advisor: John M Fleck 166 Fairview Ave, Ste D Westwood, NJ 07675
20172xxxx2 a.j*********@e**********.com 84724
Cereus Financial Advisors 205 Franklin Ave, Wyckoff, NJ 07481 20184xxxx2
LPL - Financial Advisor JOSH STRATTON 47 S Hamilton St, Poughkeepsie, NY 12601
84545xxxx0
G M Advisor Group 206 Whitney Ln, Allendale, NJ 07401 20125xxxx8
Pell Wealth Partners - Ameriprise Financial Services 615 Route 32 Ste 4 Highland Mills, NY 10930
84524xxxx0 ann**********@a***.com
Charles Schwab 200 E 79th St New York, NY 10075
21245xxxx0 jan*****@s*****.com 4 1 646342 201 658000
Edward Jones - Financial Advisor: Tom Hickey 46 Foster Rd, Hopewell Junction, NY 12533
84522xxxx1 a.j*********@e**********.com 84722
Sophsand credit repair Middletown, NY 10940 84553xxxx4
Edward Jones - Financial Advisor: Joseph E Profaci Sr 297 S Plank Rd, Newburgh, NY 12550
84545xxxx6 and*******@c*************.ca 90
SEP Financial Services 5 Hatfield Ln Suite 2A, Goshen, NY 10924
84561xxxx0 dan*************@s*****.com 5.01
Hunter Financial Advisors Inc 120 White Plains Rd, Tarrytown, NY 10591
87736xxxx8 bsu******@h*******.com 5 2
Focused Wealth Management 11 Old Balmville Rd, Newburgh, NY 12550
84569xxxx5 adi*****@f****************.com 5 3
Phyphar 29 Walter Hammond Pl, Waldwick, NJ 07463
20144xxxx8 bri****@p******.com 4.7 65 3.7 3 5 6 158 9 164
Financial Advisors Diddel & Diddel 102 Southfield Ave The BoatHouse Stamford, CT 06902
20370xxxx3 cha****@d*****.com 5 1
American Student Debt Help 89 Randall St Florida, NY 10921 84527xxxx0
Skylands Financial Advisors 67 Spring St Ste A, Newton, NJ 07860
97338xxxx0 aar********@l**.com
1949 Value Advisors 1 International Blvd, Mahwah, NJ 07495
20125xxxx1 fra***********@1*********.com
Hiza & Hiza LLC 516 Lafayette Ave Hawthorne, NJ 07506
97330xxxx0 inf*@h******.com 5 7 5 3 257 12 263
Gilman Ciocia 982 Main St, Fishkill, NY 12524
84589xxxx7 abe***@g***.com 3 2
Barnum Financial Group 565 Taxter Rd Ste 625 Elmsford, NY 10523
91437xxxx4 dja*******@b*******.com 2.3 3
Jean Kim Sears - Ameriprise Financial 90 N Broadway Ste 104 Irvington, NY 10533
91459xxxx0 dns*****@a***.com
TriState Finance 60 Railroad Ave Unit 206 Hasbrouck Heights, NJ 07604
20142xxxx2 nam*@d*****.com 4.3 3
Rhinebeck Wealth Advisors 54 Elizabeth St Ste 7 Red Hook, NY 12571
84526xxxx0 inf*@r********.com
Equitable Advisors 80 Washington St, Poughkeepsie, NY 12601
84547xxxx6 aar*********@e********.com 51864 16
WealthNow Advisory Group - Ameriprise Financial Services 250 Pehle Ave Ste 500 Saddle Brook, NJ 07663
20171xxxx7 dns*****@a***.com
True Contrarian 300 Beech St, Kearny, NJ 07032
20124xxxx3 j.d@t*************.com 5 1
Bautis Financial 8 Hillside Ave Ste LL1 Montclair, NJ 07042
86220xxxx0 inf*@b**************.com
Ethan H Saidel, CFP - LPL Financial 825 Bloomfield Ave Ste LL-2 Verona, NJ 07044
20163xxxx8 den**********@l**.com
Warwick Valley Financial Advisors 28 Railroad Ave, Warwick, NY 10990
84598xxxx0 fem*@w********.com 3.7 3 134 10
Edward Jones - Financial Advisor: Austin Schweitzer 1399 Rte 52, Ste 101, Fishkill, NY 12524
84523xxxx7 a.j*********@e**********.com 190 9
Dbm Advisors 24 S Main St, New City, NY 10956 84563xxxx3
Shyamal Ghosh - Ameriprise Financial Advisor 30 Boonstra Dr, Wayne, NJ 07470 97359xxxx0
Cornerstone Financial Group 51 Main St Succasunna, NJ 07876
97358xxxx1 ala*@c************.com 5 9
Edward Jones - Financial Advisor: Bob Priore 55 Quaker Ave, Cornwall, NY 12518
84553xxxx1 a.j*********@e**********.com 198
Edward Jones - Financial Advisor: Ulana M Emerson 779 Route 211 E, Middletown, NY 10941
84569xxxx4 a.j*********@e**********.com
Top Credit Consulting 198 Lexintong Ave, Passaic, NJ 07055
97368xxxx3 jsm***@t********.com 4.3 40 1 1
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC 23 Wallkill Ave, Wallkill, NY 12589
84545xxxx1 ada*********@a***.com 228 13
Woodhouse Wealth Management 10 Westbrook Ln Ste 2, Lower Level Kingston, NY 12401
84533xxxx0 joh*******@w**********.com
Conklin Financial Planning 37 Farries Ave, Florida, NY 10921
84554xxxx2 she**@c***********************.com 5 1
Lili Vasileff, CFP 777 West Putnam Ave Ste 300 Greenwich, CT 06830
20362xxxx1 joh*@w*************************.com 1 1 30
1879 Advisors - Ameriprise Financial Services, LLC 25 W Main St Suite 3-2, Goshen, NY 10924
84536xxxx0 dns*****@a***.com 5 1
Bronx Financial Center 3030 Middletown Rd Unit 109 Bronx, NY 10461
32359xxxx9 aac****@w*****************.com
John G Ullman & Associates 20 E Market St Rhinebeck, NY 12572
86681xxxx6 abd*****@j***.com
Gariano Wealth Management 548 Franklin Ave, Nutley, NJ 07110
97366xxxx1 inf*@g********.com 5 4
West Chester Financial Advisor 220 White Plains Rd, Tarrytown, NY 10591
91463xxxx9 bar**@w************.com
Edward Jones - Financial Advisor: Jeffrey Spaldi 87 Berdan Ave Ste 1a, Wayne, NJ 07470
97330xxxx3 and*******@c*************.ca
Apostolic Financial Advisors, LLC PO Box 300, Saddle River, NJ 07458
20123xxxx0 bri**@a**********.com
Adam Kay - Prudential 545 N Maple Ave Ridgewood, NJ 07450
20144xxxx9 a.w*****@p*********.com
Richard J. Ernst, Financial Advisor Eagle Strategies LLC 58 Maybrook Rd, Campbell Hall, NY 10916
84563xxxx1 joh******@r******.com
Wells Fargo Advisors 100 Park Ave, Park Ridge, NJ 07656 20171xxxx0 a-w***************@w*****************.com 188100 189000
Jose Vicente Jr-Platinum Financial Services Advisor, Ameriprise Financial Services 500 N Franklin Tpke, Ramsey, NJ 07446
97375xxxx8 dns*****@a***.com
Seqa Capital Advisors 99 Main St, Nyack, NY 10960 84551xxxx0
Gary Scheer 55 Madison Ave Ste 400 Morristown, NJ 07960
97353xxxx0 gar*@g*********.com 5 1
Edward Jones - Financial Advisor: Bonnie J Rule 13 James P Kelly Way Suite B, Middletown, NY 10940
84569xxxx4 a.j*********@e**********.com 84855
Bodnar Financial Advisors 248 Columbia Tpke Florham Park, NJ 07932
97396xxxx9 bfa***@b*****.net 662 9
Logan & Logan C.P.A.s 7 Clinton Rd, Newfoundland, NJ 07435
97384xxxx6 peg**@l********.com 3.7 7
Atlas Fiduciary Financial 393 Ramapo Valley Rd Ste 2 Oakland, NJ 07436
20134xxxx0 lau***@a*************.com
KT Wealth Management 56 Main St Suite 1&2, Warwick, NY 10990
63138xxxx0 chr****@k*****************.com 5 16
Financial Freedom 250 Pehle Ave, Saddle Brook, NJ 07663 20129xxxx6 1 1
Haque CPA 100 Park Ave Fl 16 New York, NY 10017
34792xxxx3 dom****@b************.com 4.8 23 4.7 3
Select Wealth Partners 2354 State Rte 17A Goshen, NY 10924
84561xxxx0 bob*@s*******.net
Joseph Spina 65 Madison Ave Ste 140 Morristown, NJ 07960
20191xxxx8 ji**@e***********.com
Advisors Capital Management 10 Wilsey Sq, Ridgewood, NJ 07450
20144xxxx0 bra****@a*************.com
Edward Jones - Financial Advisor: Kenneth W Espenak 7 N Broad St Ste 202, Ridgewood, NJ 07450
20195xxxx4 and*******@c*************.ca
Stawnychy Financial Services 135 Kinnelon Rd Ste 101 Kinnelon, NJ 07405
97328xxxx4 fxx@s*****************.com
Doreen A Catanio,CPA 182 Prospect Ave, North Arlington, NJ 07031
20199xxxx0 2.3 3
Scott Lask Wealth Management Group 9 Colony Dr, Monroe, NY 10950
84577xxxx5 hel**@d**********.com 5 2
JFL Total Wealth Management 305 W Main St Boonton, NJ 07005 97343xxxx0
Northwestern Mutual Financial 255 Greenwich Ave, Goshen, NY 10924
84529xxxx1 a.-***********@n*****************.com 106294 16209
Taconic Advisors 82 Washington St, Poughkeepsie, NY 12601
84548xxxx9 inf*@t**************.com
Hudson Valley Investment Advisors Inc 97 W Main St, Goshen, NY 10924
84529xxxx7 cro**@h*********.com 7 107
Helping Hand Money Advocate 7 Wilson St Middletown, NY 10940
91249xxxx7
Fidelity Investments 35 Morris St Morristown, NJ 07960
80054xxxx5 a61****@f*******.com 3.1 8 318867
Edward Jones - Financial Advisor: Paul C Skilton 87 Berdan Ave Suite 1a, Wayne, NJ 07470
97377xxxx3 and*******@c*************.ca
Lenfell Associates 41 The Crescent, Montclair, NJ 07042
97374xxxx0 5 2
Equitable Advisors 85 Civic Center Plz, Poughkeepsie, NY 12601
84548xxxx7 aar*********@e********.com 51864 16
Duphiney Financial Network 145 Diamond Spring Rd Denville, NJ 07834
97362xxxx0 daw*@d****************.com
Frankly Financial 119 Cedar St Ste 101 East Hanover, NJ 07936
97351xxxx4 fra*************@n*****************.com
Edward Jones - Financial Advisor: John Leigh IV 46 Foster Rd Ste 2, Hopewell Junction, NY 12533
84536xxxx7 and*******@c*************.ca
Edward Jones - Financial Advisor: Chris Manimbo 1111 Summer St Ste 402a Stamford, CT 06905
20332xxxx8 a.j*********@e**********.com 84724
Myles Wealth Management LLC 59 N Main St, Florida, NY 10921
84565xxxx0 inf*@m******.com 4.6 19
Halcyom Investment Advisors 1680 State Route 23, Wayne, NJ 07470
97362xxxx3 pet**@p****************.com
Doonan Tax Services 2027 Williamsbridge Rd Fl 1 Bronx, NY 10461
71882xxxx0 inf*@d********.com 4.5 12
Oppenheimer & Co 300 Westage Business Center Dr Ste 310 Fishkill, NY 12524
84589xxxx0 abc***@o***.com
Edward Jones - Financial Advisor: James M Kelly 622 Valley Rd Ste 7 Upper Montclair, NJ 07043
97365xxxx7 a.j*********@e**********.com 84721
Christopher Gillan - Ameriprise Financial Services 2 Ridgedale Ave Ste 250 Cedar Knolls, NJ 07927
97379xxxx4 chr*****************@a***.com
The McGinnis & Fasano Group - Ameriprise Financial Services 250 Pehle Ave Ste 500 Saddle Brook, NJ 07663
20122xxxx0 dns*****@a***.com
de Ramon & Co CPA’s 55 Old Tpke Rd Nanuet, NY 10954
84535xxxx5 jan*@d*********.com 1 1
Calandra Financial Services 581 NY-17M, Monroe, NY 10950
84577xxxx8 jca******@c************************.com 4.619
Highland Financial Advisors 44 State Rt 23 Ste 11, Riverdale, NJ 07457
97355xxxx3 abi****@h***************.com
Northeast Private Client Group 103 Eisenhower Pkwy Fl 2 Roseland, NJ 07068
97342xxxx0 ada*************@n***************.com
Ferrigno Financial 79 E Main St, Washingtonville, NY 10992
84549xxxx8 fer*****@f*********.com 5 2
CDRS Professional Services 27 Carpenter Ave, Middletown, NY 10940 84538xxxx0 11
Walden Investment Services 15 Scott's Corners Dr, Montgomery, NY 12549
84545xxxx0 apr********@w***********************.com 4.7 3
Harness Advisors 14 Scotchtown Ave, Goshen, NY 10924
84529xxxx8 inf*@h**************.com
Ronald Michael Beekman-Platinum Financial Services Advisor, Ameriprise Financial Services 1 International Blvd, Mahwah, NJ 07495
20151xxxx2 dns*****@a***.com
CPC Financial Group 7 Skyline Dr Ste 350 Hawthorne, NY 10532
91446xxxx3
Prudential Insurance Company 250 Tate Ave, Buchanan, NY 10511 91452xxxx0 5 1
Highland Financial Advisors, LLC 1680 Route 23 N Ste 210 Wayne, NJ 07470
97355xxxx3 and**@h***************.com
Orchard Capital Advisors 3284 Franklin Ave, Millbrook, NY 12545 84567xxxx6
Edward Jones - Financial Advisor: Adriana Scharr, CFP®|AAMS® 55 Skyline Dr, Ringwood, NJ 07456
97396xxxx7 a.j*********@e**********.com 17 84725
Brewster Wealth Management Group - Ameriprise Financial Services 250 Pehle Ave Ste 500 Saddle Brook, NJ 07663
20122xxxx9 dns*****@a***.com
Wallace Capital Advisors 524 W Saddle River Rd, Upper Saddle River, NJ 07458 20196xxxx3
The Advisors Digest 220 White Plains Rd, Tarrytown, NY 10591
91433xxxx2 chr********@f**************.com
Nick Quartarano - TD Wealth Relationship Manager 800 Broadway, Newburgh, NY 12550
91431xxxx5 abc***@t*.com 5.02 851292 5484
Smart Tax - NWL 370 Essex St, Lodi, NJ 07644
91720xxxx6
Edward Jones - Financial Advisor: Vicky Meo 7 N Broad St Ste 202, Ridgewood, NJ 07450
20138xxxx1 and*******@c*************.ca
Advent Capital Management 888 7th Ave Fl 31 New York, NY 10019
21248xxxx0 ade**@a********.com
Aes Financial Advisor 39 Habitat Ln, Cortlandt Manor, NY 10567 91493xxxx7
Edelman Financial Engines 650 From Rd Suite 460, Paramus, NJ 07652
83375xxxx3 aar*******@e**********************.com 5 1
Lavin & Associates 50 Main St Fl 10 White Plains, NY 10606
91468xxxx2 inf*@l*****************.com 5 3 5 14 408 20 405
Merrill Lynch Financial Advisor Bryan Nunberg 50 Chestnut Ridge Rd, Montvale, NJ 07645
20157xxxx7 ale*********@m*.com
Jared D Lynne-Private Wealth Advisor, Ameriprise Financial Services 427 Bedford Rd, Pleasantville, NY 10570
91480xxxx0 dns*****@a***.com 16 3
Edward Jones - Financial Advisor: Jonathan Glaser 345 Kear St, Yorktown Heights, NY 10598
91453xxxx9 a.j*********@e**********.com
Edward Jones - Financial Advisor: Marlene V Pagentine 243 Main St Ste 100, New Paltz, NY 12561
84560xxxx2 and*******@c*************.ca 47
Strategic Partners Investment Advisors Inc 303 S Broadway Ste 309, Tarrytown, NY 10591 91433xxxx2
G & C Financial Advisors 1 Maynard Dr, Park Ridge, NJ 07656 20159xxxx9
CIG Private Wealth Management 110 Crystal Run Rd # 10, Middletown, NY 10941
84595xxxx6 bsc*******@c*****.com 5.01
Monarch Accounting Services 428A Route 206 Branchville, NJ 07826
97394xxxx0 cde*****@m***********.com
Andrew Meyer Horowitz-Financial Advisor, Ameriprise Financial Services 427 Bedford Rd, Pleasantville, NY 10570
91474xxxx1 and**************@a***.com
Merrill Lynch Financial Advisor Scott T Kendrick 90 Crystal Run Rd, Middletown, NY 10941
84569xxxx0 ale*********@m*.com
American Express Financial Advisors Inc 3 Hatfield Ln, Goshen, NY 10924 84529xxxx1
AXA Advisors 1638 Hyatt Ave, Peekskill, NY 10566
84548xxxx7 aar*********@e********.com
Pollack Financial Group 596 Franklin Ave Nutley, NJ 07110
97378xxxx5 ang***@p********************.com 2 300 101 284
Edward Jones - Financial Advisor: Bill Hammond 208 Route 52, Carmel, NY 10512
84520xxxx4 and*******@c*************.ca
Edward Jones - Financial Advisor: Robert R Anderson Jr 600 E Crescent Ave Ste 303, Upper Saddle River, NJ 07458 20123xxxx1
Edward Jones - Financial Advisor: Cy Yannarelli 730 Broad St, Ste 2, Clifton, NJ 07013
97377xxxx0 a.j*********@e**********.com
Smarter Money Decisions 1360 Clifton Ave 325 Clifton, NJ 07012
84431xxxx9 sma**********************@d*****************.com
Edward Jones - Financial Advisor: George Mihalko 88 Wanaque Ave, Pompton Lakes, NJ 07442
97324xxxx9 acc**********@e**********.com
Key Client Financial Advisors 363 US Highway 46 Ste 300 Fairfield, NJ 07004
97324xxxx0 dhy**@k**********.net 1 1
Edward Jones - Financial Advisor: Tammy Washalski 13 James P Kelly Way Ste B, Middletown, NY 10940
84548xxxx0 and*******@c*************.ca
First Command Financial Advisor - Mike Regan 273 Main St, Highland Falls, NY 10928
84553xxxx8 abe***@f***********.com 5 1 7208 269
Edward Jones - Financial Advisor: Vincent DePaola Jr 300 Franklin Ave Ste 102, Wyckoff, NJ 07481
20156xxxx1 a.j*********@e**********.com 87860 100000
Edward Jones - Financial Advisor: Stephen A Smith 202 Us Highway 206 Ste B, Branchville, NJ 07826
97329xxxx0 and*******@c*************.ca 4 4
Compass Asset Management Group 100 Stony Brook Ct Newburgh, NY 12550
84556xxxx7 aha**@c*********.com 5 6
V M Polce Investment Advisors 1 Dewolf Rd, Old Tappan, NJ 07675 20176xxxx0
Benjamin Burklow - Ameriprise Financial Services 90 E Halsey Rd Ste 106 Parsippany, NJ 07054
97326xxxx5 ben***************@a***.com
Financial Pathways 230 US Hwy 206 Bldg 3 Flanders, NJ 07836
86663xxxx8 aki****@f****************.net 5 2
Edward Jones - Financial Advisor: Andrew P DeFilippis 597 Newark Pompton Tpke, Pompton Plains, NJ 07444
97383xxxx6 and*******@c*************.ca
Cynthia Branca, CFP 25A Vreeland Rd Ste 303 Florham Park, NJ 07932 97396xxxx0
Northwestern Mutual 301 Main St #2g, Goshen, NY 10924
84529xxxx5 a.-***********@n*****************.com 1.01 106292 16209
Prudent Financial LLC 549 NY-17 Ste. F, Tuxedo Park, NY 10987 84536xxxx2 5.01
Edward Jones - Financial Advisor: Benjamin Harrison 26 S Greeley Ave, Chappaqua, NY 10514
91446xxxx1 and*******@c*************.ca 5 3
Charles Schwab 2645 South Rd Ste 1 Poughkeepsie, NY 12601
80043xxxx0 ian***********@s*****.com 1 1
Edward Jones - Financial Advisor: Daniel Widas 332 Route 100 Ste 300, Somers, NY 10589 91466xxxx9 88
Sax 855 Valley Rd, Clifton, NJ 07013
97347xxxx0
Edward Jones - Financial Advisor: James M Cramer 597 Newark Pompton Tpke Pompton Plains, NJ 07444
97383xxxx6 a.j*********@e**********.com
Funding Geeks New City, NY 10956
92926xxxx0 joh*******@f***********.com 5 3
Nelson Rivera Jr. 65 Manorhaven Blvd Allstate Insurance Port Washington, NY 11050
51688xxxx0 dns*****@a*******.com
1879 Advisors - Ameriprise Financial Services, LLC 300 Westage Business Center Dr Ste 370, Fishkill, NY 12524
84536xxxx0 dns*****@a***.com 4.85
Raymond James Financial Services 365 W Passaic St Ste 15 Rochelle Park, NJ 07662
20164xxxx0 aar************@r***********.com
Stifel 500 Canal St, Goshen, NY 10924
84529xxxx1 abb****@s*****.com 5 1
Strategic Auto Consultants LLC Farnham Ave, Garfield, NJ 07026
20156xxxx4
New Century Planning 29 Walter Hammond Pl, Waldwick, NJ 07463
84492xxxx0 ae@n*****************.com
Edward Jones - Financial Advisor: Peter S Russell 1540 Route 44, Pleasant Valley, NY 12569
84527xxxx0 and*******@c*************.ca
Gold Alliance Serving theGoshen Area 88821xxxx2 dan***@g***********.com 4.7 28 5 15 12609 2
Quest Select Wealth Partners 2354 Route 17 A Goshen, NY 10924
84561xxxx0 inf*@s*******.net
David N Ames-Private Wealth Advisor, Ameriprise Financial Services 13 Main St, Sparta, NJ 07871
97372xxxx7 dav*********@a***.com
Hunter Financial Advisors 5 Hatfield Ln Ste 2B Goshen, NY 10924
84529xxxx5 bsu******@h*******.com
Ameriprise Financial Advisors Park 80 West Plaza Two 250 Pehle Ave, Saddle Brook, NJ 07663 20122xxxx0
Prato Capital Management 70 Gedney Way White Plains, NY 10605
91493xxxx1 cco****@p***********.com 5 1 118 121 126
Ridgewood Financial Advisors 171 E Ridgewood Ave Ste 206, Ridgewood, NJ 07450
20144xxxx2
Bls Advisors 63 Beaverbrook Rd Ste 203, Lincoln Park, NJ 07035
97340xxxx9 par*****@p****************.com
MYRA Wealth 201 Montgomery St Fl 2 Jersey City, NJ 07302
80538xxxx2 hel**@m*********.com 5 2
Bryan Covert - Financial Advisor, Ameriprise Financial Services, LLC 25 W Main St Suite 3-2, Goshen, NY 10924
84587xxxx4 dns*****@a***.com 5.01
Egener Wealth Management 501 Harris Rd, Bedford Hills, NY 10507
91423xxxx1 4
Scales Jeffrey Certified Financial Planner 7 Livingston St Rhinebeck, NY 12572
84587xxxx3 eri*@j***********.com
Hunter Financial Advisors 660 White Plains Rd Ste 445, Tarrytown, NY 10591
91436xxxx0 bsu******@h*******.com 5 3
Lynch Wealth Strategies - Raymond James 3 Coates Dr Ste 5, Goshen, NY 10924
84529xxxx6 aar************@r***********.com 3.73 17324
WJ Rose Financial & Tax Consulting 171 Oxford Ave, Saddle Brook, NJ 07663
55140xxxx0
Morris Retirement Advisors 13 Main St Sparta Township, NJ 07871
84467xxxx3
Gravatt Financial 2515 South Rd Ste 2 Poughkeepsie, NY 12601
84522xxxx0 nmw********@n*****************.com 5 1
Sapient CPA 1 Bridge Plz N Ste 675 Fort Lee, NJ 07024
20146xxxx1 inf*@s*********.com 5 3
Balance Accounting & Financial Services 18 Church Street, Suite 110, Newton, NJ 07860
97375xxxx3 dia**@b*****************.com 4.5 15 5 6
Edward Jones - Financial Advisor: Luis Ponce 40 Park Pl Ste 107, Newton, NJ 07860
97379xxxx4 and*******@c*************.ca
Surdoval Associates Limited 171 Franklin Tpke, Waldwick, NJ 07463 20185xxxx1
Edward Jones - Financial Advisor: Sadia Nabi 3565 Crompond Rd Ste 6, Cortlandt Manor, NY 10567
91473xxxx8 abc*******@e**********.com 5 8 87860 100000
Edward Jones - Financial Advisor: Anthony L Labrune 55 Quaker Ave, Cornwall, NY 12518 84553xxxx1
American Express Financial Advisors 2 Crosfield Ave, West Nyack, NY 10994 84534xxxx0 aar**@a**************.com 915499 79
Edward Jones - Financial Advisor: David S Laster 421 Route 59 Ste 10, Monsey, NY 10952
84535xxxx8 acc**********@e**********.com 87860 100000
Lenox Advisors 130 Maple Ave, New City, NY 10956 84563xxxx5 ach***************@l************.com
Madison Pension Services 2500 Westchester Ave Ste 106 Purchase, NY 10577
91425xxxx9 dge*****@m*************.com
Financial Planners of NJ 75 Lane Rd Ste 205 Fairfield, NJ 07004
86221xxxx3
Eastern Planning 25 Smith St Ste 304 Nanuet, NY 10954
84562xxxx0 bbl*****@e**************.com
Edward M Lynch - Raymond James 3 Coates Dr Ste 5 Goshen, NY 10924
84529xxxx6 aar************@r***********.com
WealthTrust 33 Airport Center Dr SUITE 105, New Windsor, NY 12553
84544xxxx0 inf*@m************.com 5.03
Brian Dillon - Ameriprise Financial Services 250 Pehle Ave Ste 500 Saddle Brook, NJ 07663
20122xxxx0 dns*****@a***.com
The Zick Whitted Taub Group 3 Coates Dr, Goshen, NY 10924
84529xxxx0 3.73
Edward Jones - Financial Advisor: Marie A Green 3565 Crompond Rd Ste 6 Cortlandt Manor, NY 10567
91473xxxx8 a.j*********@e**********.com
Capital Financial Advisors 65 Gettysburg Way, Lincoln Park, NJ 07035 97370xxxx4
Aquino Accounting & Advising 701 New Jersey Hwy 440 Jersey City, NJ 07304
97344xxxx1 acc*****@a****************.com 149 152
Wealthpoint Income Advisors 69 Spring St, Newton, NJ 07860 84428xxxx5
Cereus Financial Advisors 795 Franklin Ave, Franklin Lakes, NJ 07417
20184xxxx2 chr******@c**************.com
Raymond James Financial Services 2429 Albany Post Rd, Walden, NY 12586
84577xxxx4 aar************@r***********.com 4.73 17299
Mundi Financial 90 Crystal Run Rd Suite 101, Middletown, NY 10941
85524xxxx8 bil**@m*************.com 91 13
Anjed Eloued - TD Wealth Financial Advisor 51 Main St, Warwick, NY 10990
84552xxxx0 abc***@t*.com 5.016 844387 5534
Mahoney Asset Management 747 Chestnut Ridge Rd Ste 200 Spring Valley, NY 10977
84537xxxx1 ben@m*********.com 1650 2
Clarfeld Financial Advisors 520 White Plains Rd Ste 500, Tarrytown, NY 10591 91484xxxx0
Jon Newman - Ameriprise Financial Advisor 35 Mason St Fl 2 Greenwich, CT 06830
20386xxxx0 dns*****@a***.com 5 1
USAA 529 Main St Highland Falls, NY 10928
84583xxxx1 aar********@u***.com 2 4
Edward Jones - Financial Advisor: Thomas J Geoghegan 695 Dutchess Tpke Ste 101, Poughkeepsie, NY 12603
84548xxxx8 and*******@c*************.ca
Forteris Wealth Management 3020 Westchester Ave Ste 102 Purchase, NY 10577
91469xxxx0 bfr*@f*************.com 79
AIG Financial Advisors 17 Hirams Grove Rd, Sandyston, NJ 07826
97394xxxx4 dom****@a***********.com
Anthony Tangredi - Raymond James 2679 NY-17M # C, Goshen, NY 10924
84536xxxx2 aar************@r***********.com 17323
Edward Jones - Financial Advisor: Ulana M Emerson, CFP® 139 Pike St, Port Jervis, NY 12771
84585xxxx5 a.j*********@e**********.com 5 4
Commonwealth Financial Network 110 Crystal Run Rd, Middletown, NY 10941 84569xxxx3
The Wealth Protection Organization Inc 106 Corporate Park Dr Ste 405 White Plains, NY 10604
91422xxxx0
Vladimir Alvarez, Financial Advisor 100 Commerce Dr Ste 102, New Windsor, NY 12553 84582xxxx8
First Command 273 Main St, Highland Falls, NY 10928
84553xxxx8 abe***@f***********.com 5 1
Naomi Yarimi, CPA 2-26 Summit Ave, Fair Lawn, NJ 07410
34787xxxx5 mus********@g****.com 5 3 5 2
Hudson Bookkeeping Services Paterson, NJ 07501 97340xxxx5
Edward Jones - Financial Advisor: James C Tindall 180 Howard Blvd Ste 14 Mount Arlington, NJ 07856
97339xxxx8 a.j*********@e**********.com
Robert Tria-Financial Advisor, Ameriprise Financial Services 263 Center Ave, Westwood, NJ 07675
20149xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Austin H Hynes 104 Main St Ste B Sparta, NJ 07871
97372xxxx5 a.j*********@e**********.com
UrChoice Credit 27 OutWater Ln Fl 2 Garfield, NJ 07026
97331xxxx0
Edward Jones - Financial Advisor: Ryan O’Leary 77 Ronald Reagan Blvd Warwick, NY 10990
84598xxxx0 a.j*********@e**********.com 5 1
AXA Advisors 30 Matthews St, Goshen, NY 10924
84561xxxx2 dns******@c********.com
Wells Fargo Advisors 43 Main St Ste 102, Sparta, NJ 07871
97372xxxx1 a-w***************@w*****************.com 189230
Weiss Financial Group 704 Route 6, Mahopac, NY 10541
84562xxxx0 awe***@w**************.com
ICA Risk Management Consultants 1 International Blvd Ste 605 Mahwah, NJ 07495
20151xxxx0 ach***@i******.com 5 1
John F Mahoney, CPA Manhattan, NY 10128
91737xxxx5 joh*******@j*******.com 5 2
Ardal Powell, Financial Professional with New York Life 460 Temple Hill Rd, New Windsor, NY 12553
84520xxxx2 ard**@a**********.com 1 1
Edward Jones - Financial Advisor: Terence G Wynne 40 Park Pl Ste 107, Newton, NJ 07860
97338xxxx2 acc**********@e**********.com 5 1 86109 96000
Lauren Rosenberg-Moffitt - Ameriprise Financial Services 98 Cuttermill Rd Ste 248S Great Neck, NY 11021
51657xxxx0 ama***********@a***.com 5 1
Pension Maxima Investment Advisory 41 Juniper Hill Rd White Plains, NY 10607
91457xxxx3 bon***@p************.com
Alpine Growth Capital Advisors 8 Conrad Ln, New City, NY 10956 84549xxxx0
Edward Jones - Financial Advisor: Matthew S Kitz 166 Fairview Ave Ste D, Westwood, NJ 07675
20129xxxx8 and*******@c*************.ca
Northwestern Mutual 356 Meadow Ave, Newburgh, NY 12550
84556xxxx9 a.-***********@n*****************.com 3.73 106292 16209
Pell Wealth Partners - Ameriprise Financial Services, LLC 7 Wisner Rd, Warwick, NY 10990
84524xxxx0 dns*****@a***.com 3.73
Nick Quartarano - TD Wealth Relationship Manager 51 Main St, Warwick, NY 10990
91431xxxx5 abc***@t*.com 5.016 851292 5484 854469
Main Street Accounting 55 Old Turnpike Rd, Nanuet, NY 10954
84526xxxx9 73f*************************************@w*****************.com 1 1