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Erika Safran

CFP®

Principal, Wealth Manager 1.47 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

Safran Wealth Advisors, LLC

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

Nicole Francis

CFP®

2.67 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

Hudson Advisory Group, LLC

276 5th Ave, Rm 405
New York, NY 10001
(212) 777-8393

Dee-Ann R. Fox

CFP®

Principal 2.93 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

Dee-Ann R. Fox, CFP

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

Brett H. Schwartz

CFP®

Financial Advisor 1.75 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

CAPTRUST

3 Dakota Drive #310
Lake Success, NY 11042

Robert E. Paul

CFP®

1.79 Miles

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

Fee Only Financial Advisor serving Long Island City, 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®

1.52 Miles

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

Commission and Fee Financial Advisor serving Long Island City, 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

Jean-Louis G. Tassart

CFP®

4.01 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

ICMA-RC

20 W 84th St, Apt 8B
New York, NY 10024
(917) 887-3293

Rebecca A. Lerner

CFP®,CRPC

Managing Director 4.14 Miles

Specialties:

Financial Advisor serving Long Island City, New York and the surrounding communities.

Merrill Lynch

225 Liberty Street, 40th Floor
New York, NY 10281
(212) 236-5583

Kevin M. O'Leary

CFA, CFP®

2.01 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

UBS Financial Services, Inc.

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

Sara Stanich

CFP®, CDFA, MBA

President 4.34 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

Cultivating Wealth

PO Box 5014
Montauk, NY 11954
(646) 693-7451
CONNECT WITH Sara
  • twitter link
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Kenneth Nuttall

CFP®

Chief investment Officer 1.74 Miles

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

Commission and Fee Financial Advisor serving Long Island City, New York and the surrounding communities.

12 East 49th St, Floor 14
New York, NY 10017
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
  • facebook link
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Douglas A. Boneparth

CFP®, MBA

Financial Advisor | President 3.96 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
(212) 390-1161
CONNECT WITH Douglas
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Scott Rodabaugh

EA, CFP®

2.26 Miles

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

Commission and Fee Financial Advisor serving Long Island City, New York and the surrounding communities.

Premier Tax & Financial Services

121 W 27th St, Ste 1003A
New York, NY 10001-6207
(212) 807-8201

Kevin J. Donnelly

CFP®

2.43 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

KJ Donnelly Planning LLC

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

Richard P. Kass

CFP® AIF

President 1.83 Miles

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

Fee Only Financial Advisor serving Long Island City, New York 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®

2.46 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

Elite Financial Solutions

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

Douglas E. Mollin

CFP®

4.24 Miles

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

David Flores Wilson

CFA, CFP®, CEPA

Managing Partner 2.2 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
  • facebook link
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Landon Tan

CFP®

3.99 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

Query Capital

147 Prince Street, PR 2/2
BROOKLYN, NY 11205
CONNECT WITH Landon
  • facebook link

Malachy Vance

CFP®

3.7 Miles

Specialties:

Financial Advisor serving Long Island City, New York and the surrounding communities.

Mr.

3411 Spendthrift Drive, #708
Richmond, VA 23294
(973) 652-7737

David Rosenstrock

CFP®, MBA

Director 2.32 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

Wharton Wealth Planning

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

Wharton Wealth Planning

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

Ting Wang

CFP®

1.6 Miles

Specialties:

Financial Advisor serving Long Island City, New York and the surrounding communities.

Altfest Personal Wealth Management

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

Hazel Secco

CFP®, CDFA®

Founder and CEO 4.98 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

Align Financial Solutions LLC

50 Harrison St Ph 433
Hoboken, NJ 07030-6087
(201) 655-6572
CONNECT WITH Hazel
  • facebook link
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Michael B. Cooper

CPA/PFS®,CFP®

Private Wealth Advisor 1.78 Miles

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

Commission and Fee Financial Advisor serving Long Island City, 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

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor 2.2 Miles

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

Commission and Fee Financial Advisor serving Long Island City, New York and the surrounding communities.

Alix-Marie Hall, MBA, CFP®

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

Deva Panambur

CFP®, CFA®, EA

4.01 Miles

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

Fee Only Financial Advisor serving Long Island City, New York and the surrounding communities.

Sarsi, LLC

25 Ave at Port Imperial, #323
West New York, NJ 07093-8306
+ 1 More Address

Sarsi, LLC

420 Lexington Boulevard
New York, NY 10170
(917) 446-9601
CONNECT WITH Deva
  • facebook link
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David A. Frisch

CPA, PFS, CFP®

President 1.64 Miles

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

Fee Only Financial Advisor serving Long Island City, 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 1.65 Miles

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

Commission and Fee Financial Advisor serving Long Island City, 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 1.69 Miles

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

Fee Only Financial Advisor serving Long Island City, 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

Louis Green

CFP®, CFA, CPWA

Wealth Advisor 2.18 Miles

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

Financial Advisor serving Long Island City, New York and the surrounding communities.

Savvy Wealth

900 Broadway, 2nd Floor
New York, NY 10003
(917) 590-0552
CONNECT WITH Louis
  • linkedin link