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Certified Financial Planners in New York

Certified Financial Planners in Utica, NY

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Here is a complete list of most local Certified Financial Planners in Utica, NY.

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12 results found

Michele Sheridan Utica, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President / Certified Financial Planner Professional at M. Griffith Investment Services, Inc.
Title:
Vice President / Certified Financial Planner Professional at M. Griffith Investment Services Inc.
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
M. Griffith Investment Services, Inc. - New Hartford, NYVice President / Certified Financial Planner Professionalsince Feb 1993
Full Profile

Jeffrey Hanretty Utica, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA, CFP at Jeffrey W Hanretty, CPA & Associates
Title:
Certified Public Accountant and Certified Financial Planner
Location:
Utica, New York Area
Industry:
Accounting
Work history:
Jeffrey W Hanretty, CPA & Associates CPA, CFPsince 1990
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David Law Rome, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Services Professional • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Sales Agent • Representative • Financial Manager • Operations Manager

Experience & Education

Work

Company:
The gunther group
Certified financial planner
Company:
Metlife financial services
Financial planner, financial services representative, registered representative
Full Profile

Grace Pepperman Utica, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President of Operations • Manager • Financial Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP/VP Operations Manager at Master Planners & Associates, LLC
Title:
CFP/ VP Operations Manager at Master Planners & Associates, LLC
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Master Planners & Associates, LLC - 16 Kellogg Road, New Hartford NY 13413CFP/VP Operations Managersince Jan 1998
Full Profile

Jeff Hanretty Utica, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CPA, CFP at Jeffrey W Hanretty, CPA & Associates
Location:
Utica, New York Area
Industry:
Accounting
Full Profile

W Hanretty Utica, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Public Accountant and Certified Financial Planner
Location:
Utica, New York Area
Industry:
Accounting
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Lon Merritt Utica, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Master Planners & Associates, LLC
Title:
Owner, Master Planners & Associates, LLC
Location:
Utica, New York Area
Industry:
Investment Management
Work history:
Master Planners & Associates, LLC Ownersince Jul 1976
Earned the CFP Designation in 1985
Full Profile

Jeffery Wells Utica, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Paraplanner at Richard E Tennant CFP
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Richard E Tennant CFP Paraplannersince Oct 1995
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Harry Scaramella Utica, NY

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Assistant Corporation Counsel • Assistant Counsel • Legal Counsel • Instructor • Pedagogue • Juris Doctor • Government Administration Professional • Financial Manager • Community Service Manager

Experience & Education

Position:
Attorney at LifeLaw LLC
Location:
Utica, New York Area
Industry:
Law Practice
Work history:
LifeLaw LLC Attorneysince Mar 2010Estate Planning Law Center AttorneyNov 2006 - Mar 2010
Skills:
Elder Law, Estate Planning, Public Speaking, Probate, Trusts, Asset Protection, Estate Tax...
Languages:
Italian, French
Full Profile

David Zumpano Utica, NY

Professions & Specialties

Juris Doctor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Founder • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Law Specialist • Lawyers • Model • Leader • Managers

Experience & Education

Position:
Founder at Lawyers With Purpose, Founder at MPS LLC, Principal at Estate Planning Law Center
Title:
J.D., CPA | Asset Protection | Estate Planning | Elder Law | Trusts | Medicaid Law
Location:
Utica, New York Area
Industry:
Law Practice
Work history:
Lawyers With Purpose - New Hartford, NYFoundersince May 2012MPS LLC - New Hartford, NYFoundersince Feb 2001
Full Profile

Daniel Jones Utica, NY

Professions & Specialties

Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor and Managing Director at Northwestern Mutual
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual - New Hartford, NYWealth Management Advisor and Managing Directorsince Feb 1998
CFP
Full Profile

Judith Sweet Syracuse, NY

Professions & Specialties

Puchasing and Estimating Manager • Board Member • Management Team Executive • Operations Manager • Oncologist • Medical Practice Professional • Medical Practitioner • Volunteer • Non-Profit • Advocate • Jurist • Legal Counsel • Chief Executive • Financial Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Board Member at Oneida Healthcare Foundation, Session Member at Oneida First Presbyterian Church,...
Title:
Board Member at Oneida Healthcare Foundation
Location:
Syracuse, New York Area
Industry:
Fine Art
Work history:
Oneida Healthcare Foundation - Oneida, NYBoard Membersince 2010Oneida First Presbyterian Church - Oneida, NYSession Membersince Dec 2009
Certifications:
Certified Financial Planner, International Bureau of Financial Planners
Series 24 Principal's License, National Association of Securities Dealers
Full Profile

Certified Financial Planners near Utica, NY012RomeVan Hornesville


Certified Financial Planners around Utica, NY

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Certified Financial Planners in New York

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