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Karen C. Altfest

Ph.D. CFP®

Principal Advisor 1.62 Miles

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

Clifford Michaels

CFP®, MBA

President 1.93 Miles

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

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

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

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

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

Eduard D. Yankovich

CPA, CFP®

4.18 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Retirement

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

Monroe Capital, LLC

1436 E 15th St
Brooklyn, NY 11230
(212) 845-5041

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
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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

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

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

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

Deva Panambur

CFP®, CFA®, EA

1.52 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

420 Lexington Boulevard, Suite 300
New York, NY 10170
+ 1 More Address

Sarsi, LLC

25 Ave at Port Imperial
West New York, NJ 07093-8306
(212) 634-4454
CONNECT WITH Deva
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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

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

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
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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

Mark A. Cirelli

MBA, CPA, PFS, CFP®

Prresident 4.03 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.

North Shore Wealth Management Advisors, Inc.

One World Trade Center, 85th Floor
New York, NY 10007
(212) 877-8700
CONNECT WITH Mark
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Justin Taylor

CFP®

Assistant Vice President 1.66 Miles

Specialties:

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

Center Street Capital Advisors

485 Madison Ave, FL 6
New York, NY 10022-5876
(973) 475-8107

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

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