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61 Financial Planners near West New York, New Jersey
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Valerie L. Adelman

CFP®, CDFA(tm)

3.09 Miles

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

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

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

James McGurren

CPA, CFP®

Principal/Managing Director 2.5 Miles

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

Financial Advisor serving West New York, New Jersey and the surrounding communities.

Simon Quick Advisors, LLC

1225 Franklin Ave, Ste 325
Garden City, NY 11530-1693
(646) 668-3522
CONNECT WITH James
  • linkedin link

Brett H. Schwartz

CFP®

Financial Advisor 3.1 Miles

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

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

CAPTRUST

3 Dakota Drive #310
Lake Success, NY 11042

Michael D. Margarites

CFP®

3.06 Miles

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

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

Oppenheimer & Co

200 Park Ave, 24 Fl
New York, NY 10166
(212) 667-4106

Shelley Fischer

CFP®

Principal 2.4 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Career...More

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

Independent Financial Planner

233 W 99th St 15B, Ste 15B
New York, NY 10025-5058
(917) 859-4900

David A. Schneider

CFP®

3.47 Miles

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

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

Schneider Wealth Strategies

41 Madison Ave, Fl 31
New York, NY 10010-2345
(800) 461-3283
+1 More Number
(212) 924-2290
CONNECT WITH David
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Charles L. Failla

CFP®

Principal 3.23 Miles

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

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

Sovereign Financial Group, Inc.

The Chrysler Building, 405 Lexington Avenue
New York, NY 10174
(888) 765-8180
+1 More Number
(212) 922-1402
CONNECT WITH Charles
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Alan D. Zheutlin

CFP®, CPA

2.25 Miles

Specialties:

Financial Advisor serving West New York, New Jersey and the surrounding communities.

Alan Zheutlin CPA

275 W. 96th St., Apt 10Q
New York, NY 10025
(212) 662-4961

Kevin M. O'Leary

CFA, CFP®

2.56 Miles

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

Financial Advisor serving West New York, New Jersey and the surrounding communities.

UBS Financial Services, Inc.

1285 Avenue of the Americas, 18th Fl
New York, NY 10019-6031
(212) 713-2525

William R. Collins, IV

CFP®, CPM®, CRPC®

Director of Business Strategy 2.65 Miles

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

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

Morgan Stanley Wealth Management

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

Carol O'Rourke

CFP®

Partner 3.55 Miles

Specialties: Budget & Debt Management, Attending College, Buying a Home, Asset Allocation, Mutual Funds...More

Financial Advisor serving West New York, New Jersey and the surrounding communities.

SHOR Financial Wellness

25 Sutton Place South, Apt 17H
New York, NY 10022
(917) 902-0685

Brian Cummins

CFP®

2.56 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

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

Joel Isaacson & Co, LLC

546 5th Ave, 20th Flr
New York, NY 10036
(212) 302-6300

Sallie Mullins Thompson

CFP®, CPA/PFS, CDFA

Principal 3.58 Miles

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

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

Sallie MT CPA PLLC

4703 Woodway Lane NW
Washington, DC 20016
(646) 266-6808
CONNECT WITH Sallie Mullins
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Eric J. Dostal, Esq.

CFP®

3.07 Miles

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

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

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3621
CONNECT WITH Eric
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Madeline I. Noveck

CFP®

2.56 Miles

Specialties:

Financial Advisor serving West New York, New Jersey and the surrounding communities.

Novos Planning Associates Inc

1040 Park Avenue, Apt 3f
New York, NY 10028
(212) 355-1806

Stephen M. Gross

CFP®

President 2.88 Miles

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

Financial Advisor serving West New York, New Jersey and the surrounding communities.

Stephen M. Gross, Inc.

725 River Rd., Ste 56
Edgewater, NJ 07020
(201) 313-0999

Richard P. Kass

CFP® AIF

President 2.86 Miles

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

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

KBK Wealth Management

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

Ben Lipschitz

CLU,ChFC,CFP®

2.5 Miles

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

Financial Advisor serving West New York, New Jersey and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

David Flores Wilson

CFA, CFP®, CEPA

Managing Partner 4.04 Miles

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

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

Sincerus Advisory

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

CFP®

Wealth Advisor 2.89 Miles

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

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

Wilmington Trust

565 Fifth Avenue, 27th Floor
New York, NY 10017
(917) 301-8139
CONNECT WITH Matthew
  • linkedin link

Ted Stricker

CFP®

2.77 Miles

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

Financial Advisor serving West New York, New Jersey and the surrounding communities.

Bernath & Rosenberg

1430 Broadway, 7th Floor
New York, NY 10018-3308
+ 1 More Address

Bernath & Rosenberg

1024 Broadway
Woodmere, NY 11598-1228
(212) 221-1140 X130
CONNECT WITH Ted
  • linkedin link

David Rosenstrock

CFP®, MBA

Director 2.22 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

Wharton Wealth Planning, LLC

3 Columbus Cir, Fl 15
New York, NY 10019-8716
+ 1 More Address

Wharton Wealth Planning, LLC

150 Washington Ave
Santa Fe, NM 87501-2038
(646) 450-7021

Hazel Secco

CFP®

Founder and CEO 3.8 Miles

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

Financial Advisor serving West New York, New Jersey and the surrounding communities.

Align Financial Solutions LLC

50 Harrison St, Ste 212C
Hoboken, NJ 07030-6087
(201) 655-6572
CONNECT WITH Hazel
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Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor 2.4 Miles

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

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

Alix-Marie Hall, MBA, CFP®

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

Nicholas D'Ambrosio

CFP®

3.35 Miles

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

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

Horizon Planning, Inc.

250 E 87th St, No 4C
New York, NY 10128
(212) 427-7734

David A. Frisch

CPA, PFS, CFP®

President 3.13 Miles

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

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

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 2 More Addresses

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607
(212) 983-8444

Peter T. Palion

CFP®

President 3.09 Miles

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

Commission and Fee Financial Advisor serving West New York, New Jersey 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

Kenneth Nuttall

CFP®

Chief investment Officer 3.44 Miles

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

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

118 Wembley Rd
Wilmington, DE 19808-1444
+ 2 More Addresses

12 East 49th St
New York, NY 10017

13 McKean Cir
West Grove, PA 19390-9760
(302) 893-7985
CONNECT WITH Kenneth
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Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor 2.75 Miles

Specialties: Comprehensive Financial Planning

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

Frisch Financial Group

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 1 More Address

Frisch Financial Group

445 Broadhollow Rd
Melville, NY 11747-3601
(212) 983-8444

Gabriel Kaplan

CFP®

Principal 3.33 Miles

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

Fee Only Financial Advisor serving West New York, New Jersey 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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