PALUMBO WEALTH MANAGEMENT LLC
Great Neck, NY
AUM
$543.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(516) 629-7073
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, GREAT NECK
7 advisers found
KUTZ AND COMPANY INC.
Great Neck, NY
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-482-1158
RGA INVESTMENT ADVISORS, LLC
Great Neck, NY
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
516-665-1945
THE WEALTHPLAN LLC
Great Neck, NY
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
516-400-7111
GENERATION WEALTH MANAGEMENT
Great Neck, NY
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
212-349-6121
MODOO STRATEGY LLC
Great Neck, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-883-4755
C & C FINANCIAL SERVICES, INC.
Great Neck, NY
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
516-482-3260
Full profileNo website