Find a Financial Planner in
Within of
Within of

Michael M. Rundle

CFP®

VP/Portfolio Manager

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

Financial Advisor serving New York and the surrounding communities.

Hudson Valley Investment Advisors

117 Grand St Unit 201, PO Box 268
Goshen, NY 10924
(845) 294-6127

Christina Ubl

CFP® CDFA®

Partner

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

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

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
(518) 561-5707
CONNECT WITH Christina
  • facebook link
  • twitter link
  • linkedin link

Theodore J. Sarenski

CFP®, CPA/PFS, AEP

President/CEO

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

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

Blue Ocean Strategic Capital, LLC

333 W Washington St, Ste 220
Syracuse, NY 13202
(315) 471-2672
CONNECT WITH Theodore
  • twitter link
  • linkedin link

Dale L. Mullin

CPA, CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

Byrke J. Sestok

CFP®

Financial Planner

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

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

Rightirement Wealth Partners

4 W. Red Oak Lane, Suite 300
White Plains, NY 10604
(914) 220-6196
CONNECT WITH Byrke
  • facebook link
  • twitter link
  • linkedin link

Amanda L. Herrick

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785

Krystina Brown

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Financial Decisions, LLC

780 Third Ave, 19th Flr
New York, NY 10017
(212) 920-3478

Nancy Curtin

CFP®, CLTC

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

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

KBK Wealth Management

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

Skyler K. Kraemer

CFP®, MS

Client Advisor

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

Financial Advisor serving New York and the surrounding communities.

Mercer Advisors

122 E. 42nd St, Ste 2805
New York, NY 10168
(917) 454-8487

Travis Edward Kellman

MSFP, CFP®, CRPC®

CFP

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

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

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
CONNECT WITH Travis
  • facebook link
  • twitter link
  • linkedin link

Alina Parizianu

CFP®

Financial Planner

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

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

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
CONNECT WITH Alina
  • linkedin link

Jonathan M. Satovsky

CFP®, ChFC, CIMA

Chairman & CEO

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

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

Satovsky Asset Management, LLC

25 soundview Lane
Port Washington, NY 11050
(212) 584-1900

Anne C. Chernish

CFP®

Owner

Specialties: Comprehensive Financial Planning, Investment Management

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

Anchor Capital Management, LLC

PO Box 7150
Ithaca, NY 14851-7150
(607) 272-0004

David H. Smalbach

CFP®

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

Financial Advisor serving New York and the surrounding communities.

10 Allen Rd
Rockville Centre, NY 11570-1201
(516) 536-0195

Thomas A. Hutson

CFP®

Partner

Specialties: Arbitration & Mediation, Getting Divorced, Succession Planning

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

BST & Co. CPAs, LLP

712 Wasentha Way
Slingerlands, NY 12159
(800) 724-6700
(518) 459-6700 x316
CONNECT WITH Thomas
  • linkedin link

Lawrence Heller

CFP®, CPA

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

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

Heller Wealth Management

445 Broadhollow Road, Ste 208
Melville, NY 11747
(631) 293-2806
CONNECT WITH Lawrence
  • facebook link
  • twitter link
  • linkedin link

Ronald K. Stein

CFP®

CFP

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

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

Good Harvest Financial Group, Inc

164 Flower Hill Rd
Huntington, NY 11743
(631) 423-6501

Stephen J. Augstell

MS, CFP®

Sr Financial Planner

Specialties: Comprehensive Financial Planning, Banking, Investment Management, Estate Planning,...More

Financial Advisor serving New York and the surrounding communities.

Berkshire Bank

1866 NY HWY 2
PETERSBURGH, NY 12138
(518) 461-1667

Laura Fedor

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Empire Asset Management Group

5 Clinton Square
Albany, NY 12207
(866) 465-6447
(518) 465-6447

Catherine Conheady

CFP®

Financial Planner

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

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

Apropos Financial Planning

8 Birchstone Hill Rd
Rush, NY 14543-9744
(585) 533-1950

Timothy W. Pehl

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Luther Forest Wealth Advisors, LLC

2715 Rt 9, Ste 101
Malta, NY 12020
(518) 899-5544

Ronald I. Posnack

CFP®, CFS, CMFC

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

Financial Advisor serving New York and the surrounding communities.

The Legend Group

PO Box 1626, 18 Bennett Ln
Stony Brook, NY 11790-0889
(631) 987-5700 C#
(631) 689-1920

Douglas J. Licari

CFP®,CLU,ChFC,CASL,C

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

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

Blue Ocean Wealth Solutions

2200 Northern Blvd., Ste 200
East Hills, NY 11548
(516) 873-4508

Margaret S. Lishnoff

CFP®

Tax Manager

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

Financial Advisor serving New York and the surrounding communities.

281 Little York Rd
Warwick, NY 10990

281 Little York Rd
Warwick, NY 10990
(845) 987-0398

Clifton J. Callahan

MBA, CFP®, CSA, RFC®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Financial Advisor serving New York and the surrounding communities.

50 Derby Pl
Smithtown, NY 11787
(631) 724-3608

Lisa H. Keaton

CFP®, AIF®

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

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

Capital Financial Planning, Inc.

9 Lord Joes Landing
Northport, NY 11768
(631) 360-0464

Joan D. Siegel

CFP®

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

Financial Advisor serving New York and the surrounding communities.

212-45 26th Ave, Ste 5
Bayside, NY 11360
(718) 423-7020

George S. Urist

CFP®

President

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

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

Urist Financial & Ret Planning Inc.

5730 Commons Park Drive
East Syracuse, NY 13057
(315) 445-2147
CONNECT WITH George
  • facebook link
  • twitter link
  • linkedin link

Lee DeLorenzo

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

United Asset Strategies, Inc.

666 Old Country Rd, Ste 104
Garden City, NY 11530
(516) 222-0021 x 303

William Araneo

CFP®

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

Commission Financial Advisor serving New York and the surrounding communities.

1545 Country Club Dr
Cutchogue, NY 11935
(631) 734-5172