Top cash flow / budgeting financial advisors in Binghamton, NY

Peyton Hawkes is a financial advisor at Cetera Planning Partners with five years of industry experience. He has previously worked at Alternativ Wealth and operated Hawkes Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Lisa Anderson is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co, Inc. since 2006. Outside of her advisory role, she is a notary public authorized to operate during security trading hours. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Jacob Martin is a Series 65-licensed advisor with S.E.E.D. Planning Group, LLC, where he has worked since 2025. He has one year of industry experience, including a prior role at Roth Capital. His background includes four years at SUNY Binghamton and six years at Brooklyn Prospect Charter School. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm integrates values-based financial planning with coordinated tax and estate planning and uses fundamental analysis and long-term portfolio strategies to manage approximately $568 million in discretionary assets.

Edward Yetsko is a CFP® professional with 38 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2024. His prior roles include nearly three decades at Cadaret, Grant & Co., Inc., along with positions at Aspire Financial Group, LLC and American Portfolios Financial Services, Inc. He is a 50% owner of Aspire Financial Group, a holding company supporting payroll and office functions. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning and offers additional services including ERISA plan consulting and fee-based insurance products.

Kevin Duke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., where he worked for 22 years, and he has operated Kevin J. Duke Financial Services since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, delivered through a large network of investment adviser representatives.

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.