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32 Financial Planners near Plainview, New York
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Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor 4.19 Miles

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

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

Ameriprise Financial Advisors

500 N Broadway, Ste 144
Jericho, NY 11753
(516) 797-7590

Lawrence D. Sangirardi

CFP®, ChFC®

Personal Financial Planner 3.11 Miles

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

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

Ameriprise Financial Services, LLC

145 Pinelawn Road, Suite 340N
Melville, NY 11747
(631) 683-5570 x7

David A. Frisch

CPA, PFS, CFP®

President 2.55 Miles

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road, Suite 215
Melville, NY 11747
+ 2 More Addresses

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

Robert Lozzi

CFP®

CERTIFIED FINANCIAL PLANNER Professional 3.11 Miles

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

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

Equitable Advisors

1000 Woodbury Rd, Ste 300
Woodbury, NY 11797
(631) 385-5244

Ian M. Weinberg

CFP®

Principal 2.64 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Corporate...More

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

Family Wealth & Pension Management

7600 Jericho Tpke, Ste 202
Woodbury, NY 11797
(800) 877-7210
+1 More Number
(516) 921-8300
CONNECT WITH Ian
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Daniel N. Saxe

CFP®

3.87 Miles

Specialties:

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

Daniel N Saxe Income Tax, Inc.

500 Bi-County Blvd, Suite 202N
Farmingdale, NY 11735
(631) 390-4380

John Marchisotta, Jr.

CFP®, ChFC, AIFA

Managing Partner 4.12 Miles

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

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

Procyon Partners

534 Broadhollow Rd, Ste 300
Melville, NY 11747
(516) 333-6565

Philip J. Capell

CFP®

President 1.34 Miles

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

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

Piermont Wealth Management Inc.

48 South Service Rd, Ste 102
Melville, NY 11747
(631) 454-1585

Andrew P. Feldman

CFP®, CLU

3.51 Miles

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

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

Andrew Feldman Associates, Inc.

46 Orchard Drive
Woodbury, NY 11797
(516) 750-9722

James J. Millington

CFP®

Financial Planner 2.9 Miles

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

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

Landmark Wealth Management

95 Broadhollow Rd, Suite 102
Melville, NY 11747
(631) 470-0765

Charles E. Crystal

CFP®

Senior Vice President 4.28 Miles

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

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

UBS

One Jericho Plaza, Suite 205
Jericho, NY 11753
+ 1 More Address

UBS

68 Davis Rd
Port Washington, NY 11050
(516) 745-8812

Timothy D. Atkinson

CFP®

President 2.72 Miles

Specialties: Investment Management, Employee Benefits, Retirement

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

Excomp Asset Management

425 BroadHollow Rd, Ste 318
Melville, NY 11747
(631) 465-9670

Paul M. Schifter

CFP®

MANAGING MEMBER 4.68 Miles

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

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

GS INVESTMENT PLANNING LLC

445 Broadhollow Rd, Ste 108
Melville, NY 11747-3618
(631) 271-4070

Brett J. Testerman

CFP®

Account Manager 2.52 Miles

Specialties: Investment Management, Retirement

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

Excomp Asset Management

425 Broadhollow Road, Ste 318
Melville, NY 11747
(631) 465-9670

Dean Stephens

CFP®

2.55 Miles

Specialties:

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

3280 SUNRISE HWY STE 393
WANTAGH, NY 11793
(516) 241-3417

Jerry Iadevaia

CFP®

Private Client Advisor 0.25 Miles

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

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

JPMorgan Chase Bank, N.A

1064 Old Country Rd
Plainvew, NY 11803
(516) 861-4212

Joseph M. Favorito

CFP®

Financial Planner & Managing Partner 2.9 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Mutual Funds,...More

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

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747
(631) 930-5336

Christopher N. Congema

CFP®

Principal 3.24 Miles

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

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

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747-2507
(631) 923-2486

Joyce Streithorst

CFP®, CDFA

2.55 Miles

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broad Hollow Rd, Suite 215
Melville, NY 11747
(516) 694-7900

Sandra J. Grinspan

CFP®

Executive VP 2.32 Miles

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

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

North Ridge Wealth Planning

1895 Walt Whitman Rd, Ste 6
Melville, NY 11747
(800) 672-2748
+1 More Number
(631) 420-4242

Marilyn Stefans

CFP®

3.63 Miles

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

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

137 Woodbury Rd
Woodbury, NY 11797
(516) 692-2744

Howard Ross

CFP®

2.57 Miles

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

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

12 Ann Dr
Syosset, NY
(516) 358-3861

Gerard Simonelli

CFP®,APMA,CDFA, ChFC

Financial Advisor 3.65 Miles

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

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

Ameriprise Financial

390 N Broadway, Ste 240
Jericho, NY 11753
(516) 231-1000

William E. Bulmer

CFP®

President 1.62 Miles

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

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

6 Cabriolet Ln
Melville, NY 11747
(800) 895-6076
+1 More Number
(631) 367-0196

JoAnn Semeraro

CFP®, CSA

2.33 Miles

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

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

North Ridge Wealth Planning

North Ridge Wealth Planning, 1895 Walt Whitman Rd
Melville, NY 11747-3031
(516) 799-9309

Aaron Lieberman

CFP®

Managing Director 2.36 Miles

Specialties: Comprehensive Financial Planning

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

Marathon Wealth Management, Inc.

534 Broadhollow Road, Suite 420
Melville, NY 11747
(631) 760-8385
CONNECT WITH Aaron
  • linkedin link

Peter Craig

CFP®

4.89 Miles

Specialties:

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

792 Carman Ave
Westbury, NY 11590-6428
(516) 938-5616

Scott Laffie

CFP®

3.36 Miles

Specialties:

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

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

Charles L. Schlapp

CFP®

President 3.89 Miles

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

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

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753
(516) 939-2789EXT. 101

Scott Sanders

CFP®,CFS,CPA,PFS,CGM

President 2.85 Miles

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

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

Wealth Advisory LTD

175 Broadhollow Rd, Ste 197
Melville, NY 11747
(631) 923-3153
CONNECT WITH Scott
  • linkedin link