Top cash flow / budgeting financial advisors in Auburn, NY

Wendy Morasco is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Advisors Corporation and LPL Financial. Outside of her advisory role, she participates in a family-owned siding business, handling financial record keeping. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Louis Tabone is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities, Inc. for 13 years. His career also includes longstanding experience with Agway, Inc. since 1983. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to client goals.

Christopher Rheaume is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the sole member of two LLCs. Edward Jones is a wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and mutual funds.

Charles Shaw is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including prior tenure at AXA Advisors. He serves as Treasurer for the Knights of Columbus Home Corp in Auburn, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse clientele ranging from individuals to institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and emphasizes the use of third-party asset managers and program sponsors.

Daniel Cuddy is a CFP® with 33 years of industry experience, currently with Kestra Advisory. He has held positions at Cetera and operated his own firms, Cuddy Financial Services and Daniel R. Cuddy, CPA, LLC, providing tax preparation and accounting services. He serves as Secretary and a member of the Board of Directors for Champions for Life, a nonprofit focused on character formation for children through sports. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, with a focus on fiduciary consulting, plan design, and investment due diligence. The firm serves very large institutional investors and provides access to multiple management platforms and third-party managed solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.