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66 Financial Planners near Long Island City, New York
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Valerie L. Adelman

CFP®, CDFA®

1.68 Miles

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

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

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

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

Jennifer Hatch

CFP®

1.76 Miles

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

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

Christopher Street Financial

475 Park Ave S, Ste 2100
New York, NY 10016
+ 1 More Address

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
(800) 262-6644
+1 More Number
(212) 405-1605

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

Arthur Dolega

CFP®

4.56 Miles

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

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

Vision Financial Planning

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

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

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner 1.63 Miles

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

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

Luesink Stenstrom Financial

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

G. Martin Poole

MBA, CFP®, RFC®

Financial Strategist 4 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.

HFH Planning Inc.

82 Nassau Street, #60593
New York, NY 10038
(212) 402-5444
CONNECT WITH G. Martin
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Carol O'Rourke

CFP®

Partner 1.01 Miles

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

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

SHOR Financial Wellness

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

Brian Cummins

CFP®

2.1 Miles

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

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

Joel Isaacson & Co, LLC

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

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
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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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Alina Parizianu

CFP®, RICP®

Financial Planner 4.65 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.

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
CONNECT WITH Alina
  • linkedin link

Eric J. Dostal, Esq.

CFP®

1.7 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.

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3621
CONNECT WITH Eric
  • twitter link
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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

Christopher J. Haigh

CFP®, RICP, DACFP

CEO 4.19 Miles

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

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

Iconoclastic Capital Management

26 Court St
Brooklyn, NY 11242
+ 1 More Address

Iconoclastic Capital Management

17 Prince St
Rochester, NY 14607
(585) 248-4722
+1 More Number
(585) 504-1616
CONNECT WITH Christopher
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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

Boyan Doytchinov

MBA, CFA, CFP®

SVP & Wealth Advisor 4.12 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.

Compound Planning

Compound Planning, 115 Broadway
New York, NY 10006
+ 1 More Address

Compound Planning

Remote
Port Washington, NY 11050
(516) 341-1690
CONNECT WITH Boyan
  • linkedin 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

Thomas John McDermott

CFP®, BFA™, CEPA

Financial Planner | Wealth Advisor 1.53 Miles

Specialties:

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

LPL Financial

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

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

Tipiwa Walker

CFP®, MBA

1.71 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.

Lucre Advisory, LLC

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

David Mendels

CFP®, MBA

Managing Director 1.53 Miles

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

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

DBM Planning, LLC

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

Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor 1.94 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Long Island City, New York 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