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Rate financial advisors you’ve done business with or compare more than 256,135 registered financial advisors from across the country. The filters below will help you trim this list so that you can more easily find a financial advisor with the area of expertise you require. If you already know of a financial professional you’d like to learn more about, just search for them directly. Learning about a financial advisor’s experience and qualifications as well as what others have said about them will give you a better sense of who the right person to manage your money is.
Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. Before opening his own practice, he served as a Sr. Advisor and Vice-President of Investments with two nationally known firms. Greg also holds a Masters degree in Biblical Studies and Theology from Abilene Christian University, Abilene, TX. Before his business career he served nine years in Christian ministry, mostly in Kenya and Uganda. Greg has served on numerous boards and currently serves on the Board of Trustees for Carpenter Place, "Rebuilding Families, Restoring Lives." If you need to develop a retirement or legacy plan, get a second opinion on your investments, or simply rollover an IRA, give Greg a call. He'll be happy to answer your questions or set up a complimentary consultation.…show more
I fix things. My specialties are financial planning, financial literacy education, and investment advice, but over my 30-year career, I've been able to help people fix problems with money, construction projects, meetings, sentence construction, culinary disasters, and academic difficulties. I wish I were like Samantha of the TV show Bewitched and could just twitch my nose to repair everyone's problems. Unfortunately, no magic erupts when I twitch my nose. I help clients using my knowledge, experience, and hard work...although I like to think that our working together has its own magic. My work as a financial literacy educator, financial planner, investment advisor, professor, teacher, copy-editor, writer, presenter, negotiator, researcher, and office manager in a diverse cross section of business, educational, and government organizations has helped me gain the depth of knowledge needed to advise my clients in all aspects of sound financial planning and investment. I have been described as a fast, cheerful, flexible worker who rapidly resolves unexpected problems and project difficulties. I manage work quality and time based on guidelines provided and use my talents to provide customers with top-notch service.…show more
As a Chartered Retirement Planning Counselor CRPC and with over 24 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest level of service and financial advice. Over the course of his career, he has developed a client service philosophy that focuses on fostering highly personal and attentive relationships and delivering customized, objective services. He believes that the key to financial success lies in comprehensive financial planning and utilizing a consultative approach, he works to help his clients manage, preserve, and transfer their wealth. Zaim’s accomplished career in the financial services industry began in 1994 while still attending the City University of New York. Prior to establishing The Hajdari Group, he spent seven years with J.P Morgan Chase, where he worked his way up to Senior Vice President and Investment Manager of the NYC Retail Investment Services Division, overseeing more than 50 branch offices and nearly $3 billion in assets. Throughout his career with that firm, he was consistently recognized as one of their top financial advisors and managers nationally. In June of 2009, he established The Hajdari Group at 14 Wall Street in the heart of the financial district of NY.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Brandon Archibald is the founder of The Ivy League Advisory Group, a registered investment advisory firm providing financial strategies from its headquarters in the Greater Boston area. In his role as the group’s Wealth Manager, Brandon’s developed a process that superimposes an individual’s circumstances & goals and then layers them atop a proprietary system that reveals the majority of opportunities many financial professionals may miss. This process can highlight opportunities to minimize risk and taxation, create more income in retirement and greater financial security.…show more
James M Sexton Iii is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. James Sexton operates out of Buffalo, NY.…show more
Zachary has over 12 years of comprehensive professional experience in the financial services industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup Global Markets, Inc. Zachary provides financial advice and services to high-net-worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Zachary is originally from the New York City metro area and currently resides in Long Island, New York with his wife and son.…show more
Specialties: Annuities‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
12 East 49th Street, 11th Floor, New York, NY 10017
Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.…show more
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