Directory for financial advisors and representatives

REFINE:

Expertise

Certifications

Languages

Last Name

Showing 45 advisor(s) and rep(s)

Scott Borow

AWMA®

As the founder of Intention Wealth Management, Scott's calling is to help clients plan intentionally so that they can enjoy the life that comes from it. While Scott & his team of 3 enjoys working with many segments of professionals, they have a particular expertise and knowledge within the Medical, Finance & Legal markets. He holds the Accredited Wealth Management Advisor designation.Visit my website

Expertise: Financial Planning, Wealth Management, Retirement Planning, Life Insurance Planning, Disability Income Planning, Retirement Income Planning

Languages: English

Location: Garden City NY, 11530

FINRA BrokerCheck
Christopher Cappas

CFP®

Our team specializes in working with successful individuals, families, and business owners that don't necessary lack the intellect to handle their financial planning - They lack the bandwidth. We develop creative solutions to help clients understand how to accomplish their financial goals so that they can continue to do what is most important to them.Visit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Retirement Planning, Estate Planning, Education Funding, Life Insurance Planning, Disability Income Planning

Languages: English

Location: Garden City NY, 11530

FINRA BrokerCheck
Ida ChenIda, born and raised in NYC, draws inspiration from her hardworking immigrant parents from China. She graduated with honors in Finance from the University of Buffalo and is passionate about empowering others. Ida loves building meaningful connections and understanding what motivates people. In her free time, she enjoys reading, traveling, and spending time with her dog, Yvie.Visit my website

Expertise: Investment Strategies, Financial Planning, Retirement Planning, Wealth Management

Languages: English

Location: New York NY, 10004

FINRA BrokerCheck
Tommy ChenI'm excited to build life long relationship with my clients. Be there to help achieve their milestones, overcome financial obstacles, and celebrate their accomplishments.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: New York NY, 10004

FINRA BrokerCheck
Lucien CherubinVisit my website

Languages: English

Location: Garden City NY, 11530

FINRA BrokerCheck
Brad Davidoff

RICP®, ChFC®

Visit my website

Expertise: Financial Planning

Languages: English

Location: Garden City NY, 11530

FINRA BrokerCheck
Elijah DavisVisit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Melville NY, 11747

FINRA BrokerCheck

Get to know our leadership.