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32 Financial Planners near Jackson Heights, New York
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Karen C. Altfest

Ph.D. CFP®

Principal Advisor 4.5 Miles

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

Fee Only Financial Advisor serving Jackson Heights, 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

Andrew R. Fox

CFP®

4.16 Miles

Specialties: Investment Management, Retirement

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

Fox Financial Services Inc

1 Barker Ave 2nd Floor
White Plains, NY 10601
(914) 761-1639

Valerie L. Adelman

CFP®, CDFA®

4.94 Miles

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

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

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

Erika Safran

CFP®

Principal, Wealth Manager 4.43 Miles

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

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

Safran Wealth Advisors, LLC

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

Brian A. King

CFP®

3.46 Miles

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

Financial Advisor serving Jackson Heights, New York and the surrounding communities.

Brian A. King, CFP

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

Stephanie G. Carmel

CFP®, CDFA®, MBA

Certified Financial Planner® 4.95 Miles

Specialties:

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

Wealthspire Advisors

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

Robert E. Paul

CFP®

4.94 Miles

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

Fee Only Financial Advisor serving Jackson Heights, 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®

4.75 Miles

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

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

Circle Advisers, Inc.

420 Lexington Ave, Rm 2500
New York, NY 10170-0020
(212) 885-4204
CONNECT WITH Jeffrey
  • linkedin link

Arthur Dolega

CFP®

2.29 Miles

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

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

Vision Financial Planning

Vision Financial Planning, 200 Vesey Street
New York, NY 10281
(718) 205-2880

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner 4.46 Miles

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

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

Luesink Stenstrom Financial

475 Park Ave S, Ste 2100
New York, NY 10016
212-405-1609

Raymond N. Bergen

CFP®

3.68 Miles

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

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

LPL

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

Marc V. Milic

CFP®

Partner 4.5 Miles

Specialties: Investment Management

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

Douglas C. Lane & Associates

885 Second Avenue, 42nd Floor
New York, NY 10017
(212) 262-7670

Carol O'Rourke

CFP®

Partner 3.98 Miles

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

Financial Advisor serving Jackson Heights, New York and the surrounding communities.

SHOR Financial Wellness

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

Eric J. Dostal, Esq.

CFP®

4.96 Miles

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

Fee Only Financial Advisor serving Jackson Heights, 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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Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal 4.5 Miles

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

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

Altfest Personal Wealth Management

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

Kevin J. Donnelly

CFP®

4.08 Miles

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

Financial Advisor serving Jackson Heights, New York and the surrounding communities.

KJ Donnelly Planning LLC

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

Robert Hernandez

CFP®

CFP 2.77 Miles

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

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

FinPlannerCFP

35-37 36th St Fl 2
Astoria, NY 11106
(866) 506-9336
+1 More Number
(929) 494-7473
CONNECT WITH Robert
  • facebook link
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  • linkedin link

Matthew G. Ricks

CFP®

4.01 Miles

Specialties: Comprehensive Financial Planning, Special Needs

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

Haystack Financial Planning

233 E 69th St
New York, NY 10021
(917) 409-7878
CONNECT WITH Matthew
  • facebook link
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Thomas John McDermott

CFP®, BFA™, CEPA

Financial Planner | Wealth Advisor 4.75 Miles

Specialties:

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

LPL Financial

601 Heritage Drive, Ste 223
Palm Beach Gardens, FL 33458
(646) 762-1994

Ting Wang

CFP®

4.49 Miles

Specialties:

Financial Advisor serving Jackson Heights, New York and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, Fl 6
New York, NY 10022-8633
(631) 512-3752

Alexandra Rooney

CFP®

Director - Wealth & Estate Advisory 4.86 Miles

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

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

Main Street Research

587 5th Ave, Fl 9
New York, NY 10017-8745
(203) 904-9483
CONNECT WITH Alexandra
  • linkedin link

Tipiwa Walker

CFP®, MBA

4.49 Miles

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

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

Lucre Advisory, LLC

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

David Mendels

CFP®, MBA

Managing Director 4.79 Miles

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

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

DBM Planning, LLC

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

Michael B. Cooper

CPA/PFS®,CFP®

Private Wealth Advisor 4.96 Miles

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

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

Amerprise Financial LLC

Ameriprise Financial Services LLC, 530 5th Ave-10th FL.
New York, NY 10036-5114
(917) 472-2669
CONNECT WITH Michael
  • linkedin link

Eustache Clerveaux

CFP®, CPWA®, EA, MBA

Private Wealth Advisor, Financal Planner, NYU Adjunct Professor 4.97 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Jackson Heights, New York and the surrounding communities.

Fidare Wealth

136 Madison Ave, 5th Fl
New York, NY 10016
CONNECT WITH Eustache
  • twitter link
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David A. Frisch

CPA, PFS, CFP®

President 4.92 Miles

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

Fee Only Financial Advisor serving Jackson Heights, New York 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 4.91 Miles

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

Commission and Fee Financial Advisor serving Jackson Heights, 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 4.96 Miles

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

Fee Only Financial Advisor serving Jackson Heights, 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

Kenneth Nuttall

CFP®

Chief investment Officer 4.99 Miles

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

Commission and Fee Financial Advisor serving Jackson Heights, New York 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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