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362 Financial Planners in New York
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Bryan J. Parmley

CFP®, AIF

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.

ENV Financial Services

Cadaret, Grant & Company, 7789 Oswego Rd
Liverpool, NY 13090
(315) 218-1400

Heidi G. Clute

CFP®

Founder

Specialties: Asset Allocation, Estate Planning, Investment Management, Insurance, Life 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
+ 1 More Address

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
+1 More Number
(518) 561-5707
CONNECT WITH Heidi
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Kevin Newman

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Newman & Associates

PO Box 1259
Clifton Park, NY 12065
(518) 209-4901

Robert W. Colley

CFP®, CEBS

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

Financial Advisor serving New York and the surrounding communities.

Cornerstone Financial Advisors

29 Dorothy Ln
Schenectady, NY 12302-5632
(518) 877-8800

Paul Pombo

CFP®, CPA

President

Specialties: Budget & Debt Management, Business Taxes, Corporate Finance, Estate Planning

Financial Advisor serving New York and the surrounding communities.

Paul Pombo CPA, PC

968 Thompson Dr
West Bay Shore, NY 11706
(631) 669-8074

Liz Frazier Peck

CFP®

Financial Planner

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

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

Frazier Financial Consultants

97 Allison Rd
Katonah, NY 10536
(704) 907-9504
CONNECT WITH Liz
  • twitter link

Alina Miska Carlson

CFP®

Financial Planning Manager

Specialties:

Financial Advisor serving New York and the surrounding communities.

Cannell & Spears LLC

Cannell & Spears LLC, 545 Madison Ave.
New York, NY 10022

Scott Townsend

CFP®

Associate Advisor

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

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

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785
CONNECT WITH Scott
  • linkedin link

Brendan Ercole

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

CAMBRIDGE INVESTMENT RESEARCH INC

1882 Winton Rd S Ste 7
Rochester, NY 14618-3950
(585) 450-3070
CONNECT WITH Brendan
  • linkedin link

Mark A. Carruthers

CFP®

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

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

43 Friend St
Congers, NY 10920
(845) 429-8248

Karen C. Altfest

Ph.D. CFP®

Principal Advisor

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

Fee Only Financial Advisor serving 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

Katherine M. Connors

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

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

KC Wealth Management LLC

80 Orville Drive, Suite 100
Bohemia, NY 11716
(631) 256-4680

Tracy L. Sherwood

CFP®

President

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

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

Sherwood Financial Management

8463 Sheridan Drive
Buffalo, NY 14221
(716) 302-4265
CONNECT WITH Tracy
  • twitter link
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Gary A. Grossman

CPA, CFP®

Retired

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

Financial Advisor serving New York and the surrounding communities.

Grossman St. Amour CPAs PLLC

7101 Henderson Rd
Jamesville, NY 13078-9526
(315) 506-5984

Walter Klisiwecz

MBA, CFP®

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

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

Albany Financial Group

80 Wolf Rd, Suite 301
Albany, NY 12205
(518) 786-3300

Mark D. Daviau

CFP®, ChFC, AEP,RFC

Financial Planner

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

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

MassMutual New York State

555 French Rd, Suite 202
New Hartford, NY 13413
(315) 734-3635
CONNECT WITH Mark
  • linkedin link

Kenneth R. Cerini

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Cerini & Associates, LLP

3340 Veterans Memorial Hwy
Bohemia, NY 11716

Viktoria Kamin

CFP®

Principal & Senior Financial Planner

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

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

Financial Asset Management Corporation

26 S Greely Ave
Chappaqua, NY 10514
+ 1 More Address

Financial Asset Management Corporation

295 Madison Ave
New York, NY 10017
(914) 238-8900
CONNECT WITH Viktoria
  • linkedin link

Stacy Francis

CFP®, CDFA, CES

CEO & President

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

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008
CONNECT WITH Stacy
  • facebook link
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  • youtube link

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

David A. Fragomeni

CFP®

President

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

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

Fragomeni Financial Management

3257 Route 9, Suite 3
Saratoga Springs, NY 12866
(518) 584-4200

Scott J. McCauley

CFP®

Financial Advisor

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

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

Northwestern Mutual Financial Network

1 Northwestern Blvd
Albany, NY 12211-1008
(518) 690-7913

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
+1 More Number
(631) 689-1920

Paula Osenni

CFP®

CFP

Specialties: Comprehensive Financial Planning, Career Change, Startup, Life Planning, Retirement,...More

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

P.O. Box 4096
Middletown, NY 10941
(866) 341-2988
+1 More Number
(845) 291-7001

Robert L. Miller, Jr.

CFP®

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

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

Miller Gesko

237 Main St, Ste 600
Buffalo, NY 14203
(716) 852-7628

John F. Tweedy, Jr.

CFP®

Financial Advisor

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

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

Tweedy Financial Services, LLC

26 Huron Rd
Floral Park, NY 11001-4007
(516) 457-3846

G. Martin Poole

MBA, CFP®, RFC®

Financial Strategist

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

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

HFH Planning Inc.

82 Nassau Street, #60593
New York, NY 10038
(212) 402-5444
CONNECT WITH G. Martin
  • facebook link
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Kenneth J. Graci

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Securities America

66 East Blvd
Rochester, NY 14610
(585) 645-5195

Lisa A. Kelly

CPA/PFS, CFP®

President

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

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

Federmann Financial Advisors Inc.

745 Route 25A, Ste C
Rocky Point, NY 11778
(631) 981-1904

Larry Luxenberg

CFA, CFP®

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

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

Lexington Avenue Capital Management

10 Rugby Rd
New City, NY 10956
(845) 708-5306