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67 Financial Planners near Maspeth, New York
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Karen C. Altfest

Ph.D. CFP®

Principal Advisor 4.03 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Karen
  • linkedin link

Valerie L. Adelman

CFP®, CDFA(tm)

4.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

6410 Poplar Avenue, Suite 330
Memphis, TN 38119
(901) 761-5068

Erika Safran

CFP®

Principal, Wealth Manager 3.88 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

James McGurren

CPA, CFP®

Principal/Managing Director 4.68 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Simon Quick Advisors, LLC

1225 Franklin Ave, Ste 325
Garden City, NY 11530-1693
(646) 668-3522
CONNECT WITH James
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Brian A. King

CFP®

3.85 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Brian A. King, CFP

110-45 Queens Blvd, Apt 406
Forest Hills, NY 11375-5502
(212) 481-3603

Brett H. Schwartz

CFP®

Financial Advisor 4.07 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

CAPTRUST

3 Dakota Drive #310
Lake Success, NY 11042

Jennifer Hatch

CFP®

3.97 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Christopher Street Financial

475 Park Ave S, Ste 2100
New York, NY 10016
+ 1 More Address

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
(800) 262-6644
+1 More Number
(212) 405-1605

Stephanie G. Carmel

CFP®

Certified Financial Planner® 5 Miles

Specialties:

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wealthspire Advisors

Wealthspire Advisors, 521Fifth Avenue
New York City, NY 10175
(212) 973-9264
CONNECT WITH Stephanie
  • linkedin link

Charles E. Scott Brewster

CFP®, MBA, EA

4.85 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Brewster Financial Planning LLC

641 President St, Ste 102
Brooklyn, NY 11215-1118
(646) 249-9880

Robert E. Paul

CFP®

4.17 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Joel Isaacson & Co., Inc

546 5th Ave, 22th Fl
New York, NY 10036
(212) 302-6300

Jeffrey M. Golden

CFP®

3.9 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Circle Advisers, Inc.

420 Lexington Ave, Suite 1727
New York, NY 10170
(212) 885-4204

Tracy Bird

CFP® CIMA CPM

SVP 4.05 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Morgan Stanley

55 East 52nd St., 29th Flr
New York, NY 10055
(212) 903-7721

Jonathan L. Gassman

CFP®

Director of Planning 4.1 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Gassman Financial Group

5154 Lake Catalina Drive, 5154 Lake Catalina Dr
Boca Raton, FL 33496-2445
(212) 221-7067

William R. Collins, IV

CFP®, CPM®, CRPC®

Director of Business Strategy 4.33 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Morgan Stanley Wealth Management

1290 Avenue of the Americas, 12th Floor
New York, NY 10104
(914) 225-9984

Raymond N. Bergen

CFP®

4.05 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Securities America, Inc.

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829
+1 More Number
(718) 896-4829

Mark Salerno

CFP®

Partner 3.86 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

WealthEdge Advisors

99 Park Ave, Ste 1920
New York, NY 10016
(212) 871-9898

Sara Stanich

CFP®, CDFA, MBA

President 4.71 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Cultivating Wealth

PO Box 5014
Montauk, NY 11954
(646) 693-7451
CONNECT WITH Sara
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Eric J. Dostal, Esq.

CFP®

4.05 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3621
CONNECT WITH Eric
  • twitter link
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Kevin J. Donnelly

CFP®

4.52 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

KJ Donnelly Planning LLC

111 East 85th St, Ste 14C
New York, NY 10028
(212) 996-3535

Richard P. Kass

CFP® AIF

President 4.21 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

Douglas E. Mollin

CFP®

2.38 Miles

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

David Flores Wilson

CFA, CFP®, CEPA

Managing Partner 4.01 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
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Malachy Vance

CFP®

5 Miles

Specialties:

Financial Advisor serving Maspeth, New York and the surrounding communities.

Mr.

3411 Spendthrift Drive, #708
Richmond, VA 23294
(973) 652-7737

Joe Forish

CFP®

Founder 3.79 Miles

Specialties:

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

200 East 27th St.
New York, NY 10016
(917) 408-3644

Tipiwa Walker

CFP®, MBA

2.38 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Lucre Advisory, LLC

97 N 10th Street, #2A
Brooklyn, NY 11249

David Mendels

CFP®, MBA

Director of Planning 3.89 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Creative Financial Concepts, LLC

Grand Central Station, PO Box 4206
New York, NY 10163
(646) 452-3415

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor 4.61 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

Peter T. Palion

CFP®

President 4.01 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Master Plan Advisory, Inc.

60 E 42nd St, 46th Floor
New York, NY 10165
+ 1 More Address

Master Plan Advisory, Inc.

873 Oyster Bay Rd
East Norwich, NY 11732
(800) 489-8603
+1 More Number
(212) 338-0828

Viktoria Kamin

CFP®

Principal & Senior Financial Planner 4.03 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Financial Asset Management Corporation

295 Madison Ave, 12th Floor
New York, NY 10017
+ 1 More Address

Financial Asset Management Corporation

26 S Greely Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link

Gabriel Kaplan

CFP®

Principal 4.2 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wealth Habits

303 E 83rd Street, #15B
New York, NY 00000
+ 1 More Address

Wealth Habits

5 Sage Ct
White Plains, NY 10605
CONNECT WITH Gabriel
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