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69 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

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

Shelley Fischer

CFP®

Principal 3.74 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Career...More

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

Independent Financial Planner

233 W 99th St 15B, Ste 15B
New York, NY 10025-5058
(917) 859-4900

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

Jonathan L. Gassman

CFP®

1.76 Miles

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

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

5154 Lake Catalina Drive, Apt C
Boca Raton, FL 33496-2445
(212) 221-7067

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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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

Marc V. Milic

CFP®

Partner 1.36 Miles

Specialties: Investment Management

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

Douglas C. Lane & Associates

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

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

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

Kristopher Venne

CFP®

Director of Wealth Management 1.89 Miles

Specialties: Comprehensive Financial Planning

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

Ritholtz Wealth Management

24 W. 40th
New York, NY 10018
(212) 625-1200

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 Ave, # 300
New York, 10170
+ 1 More Address

Sarsi, LLC

25 Avenue at Port Imperial
West New York, NJ 07093-8306
(212) 634-4454
CONNECT WITH Deva
  • facebook link
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Robert Braglia

CFP®

President 2.17 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.

American Financial & Tax Strategies, Inc

1650 Broadway, Suite 1405
New York, NY 10019
(212) 315-0345
CONNECT WITH Robert
  • facebook link
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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

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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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

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

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
  • facebook link
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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

Zachary Zwillinger

CFP®

3.32 Miles

Specialties: Comprehensive Financial Planning

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

250 West 85th Street, 8D
New York, NY 10024
CONNECT WITH Zachary
  • linkedin link

Rebecca Brown

CFP®

Founder & Wealth Advisor 3.9 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.

Hawkwind Wealth Advisory LLC

325 Gold St, Ste 706
Brooklyn, NY 11201-3040
(929) 420-6441
CONNECT WITH Rebecca
  • linkedin link

Edmond Sayegh

CFP®

2.02 Miles

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

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

1285 Avenue of the Americas, Fl 17
New York, NY 10019
(212) 713-3022
CONNECT WITH Edmond
  • linkedin link

Arthur Enloe

CFP®

1.92 Miles

Specialties:

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

Equitable

1290 Ave of the Americas, 4th Floor
New York City, NY 10104

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

Kenneth Nuttall

CFP®

Chief investment Officer 1.61 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.

118 Wembley Rd
Wilmington, DE 19808-1444
+ 2 More Addresses

31 Hudson Yards
New York, NY 10001

13 McKean Cir
West Grove, PA 19390-9760
(302) 893-7985
CONNECT WITH Kenneth
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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