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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

Stephanie G. Carmel

CFP®, CDFA®, MBA

Certified Financial Planner® 1.75 Miles

Specialties:

Fee Only Financial Advisor serving Long Island City, 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®

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

Stacy Francis

CFP®, CDFA, CES

CEO & President 4.31 Miles

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

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008
CONNECT WITH Stacy
  • facebook link
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Jeffrey L. Birnbaum

CFP®, EA

Financial Planner 3.53 Miles

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career...More

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

On Point Financial Group LLC

140 Riverside Drive
New York, NY 10024
(212) 874-1790
CONNECT WITH Jeffrey
  • linkedin link

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
  • facebook link
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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

Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor 2.15 Miles

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

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

FutureFWD Advisors

122 E 42nd St, Rm 2215
New York, NY 10168-2297
(646) 378-4570

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.

31 Hudson Yards, 10th Floor, Suite 55
New York, NY 10001
+ 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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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

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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Madeline I. Noveck

CFP®

2.1 Miles

Specialties:

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

Novos Planning Associates Inc

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

Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal 1.62 Miles

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

Fee Only Financial Advisor serving Long Island City, 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®

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

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

Matthew G. Ricks

CFP®

1.68 Miles

Specialties: Comprehensive Financial Planning, Special Needs

Fee Only Financial Advisor serving Long Island City, 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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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
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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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Alexandra Rooney

CFP®

Director - Wealth & Estate Advisory 1.74 Miles

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

Fee Only Financial Advisor serving Long Island City, 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

Hazel Secco

CFP®, CDFA®

Founder and CEO 4.98 Miles

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

CFP®

Senior Wealth Advisor 2.44 Miles

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

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

Rothschild Capital Partners

5 E 82nd St Fl 3
New York, NY 10028
(212) 931-5303

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

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

Salvatore C. Caruso

CFP®

President & CEO 4.28 Miles

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

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

TSG Alpha Partners

3275 Veterans Memorial Hwy, Ste B9
Ronkonkoma, NY 11779-7646
(646) 706-7172

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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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