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345 Financial Planners in New York
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Paul J. Coleman, III

CFP®

Financial Planner/Founder

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

Fee Only Financial Advisor serving New York and the surrounding communities.

Free Time Financial

5259 Ellicott Rd
Orchard Park, NY 14127-3373
(716) 961-6780

William E. Bulmer

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Financial Advisor serving New York and the surrounding communities.

6 Cabriolet Ln
Melville, NY 11747
(800) 895-6076
+1 More Number
(631) 367-0196

Adam C. Morgan

CFP®

Financial Advisor

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Humble Wealth

2300 Buffalo Rd, Bldg 500A
Rochester, NY 14624
(585) 348-9537
CONNECT WITH Adam
  • twitter link
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Alana Stone

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving New York and the surrounding communities.

Heydorn Stone Capital Management, LLC

2039 Palmer Ave, Ste 202
Larchmont, NY 10538-2483
(914) 752-5300
CONNECT WITH Alana
  • linkedin link

Brett A. Koeppel

CFP®

President

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

Fee Only Financial Advisor serving New York and the surrounding communities.

Eudaimonia Wealth

1207 Delaware Avenue, Suite 110
Buffalo, NY 14209-1459
(716) 362-1182
CONNECT WITH Brett
  • facebook link
  • twitter link
  • linkedin link

Jennifer Weber

CFP®

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

Fee Only Financial Advisor serving New York and the surrounding communities.

Weber Asset Management

3000Marcus Avenue, 3E10
New Hyde Park, NY 11042
(516) 326-3299

Dean J. Ripley

CFP®

Founder

Specialties:

Financial Advisor serving New York and the surrounding communities.

GROW Wealth Partners

81 State Street, Phoenix
Phoenix, NY 13135
(315) 695-6367

Kevin P. Hegarty

CFP®, CFA®

Founder

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

Fee Only Financial Advisor serving New York and the surrounding communities.

Hegarty Advisors, LLC

1461 Franklin Ave
Garden City, NY 11530
(516) 280-2323
CONNECT WITH Kevin
  • linkedin link

Robert Gargiulo

CFP®

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

324 S Wellwood Ave
Lindenhurst, NY 11757-4905
(516) 254-5486

D. Jeffrey Buckley

CFP®

Specialties:

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Kautz/Buckley Independent Wealth Management

1967 Wehrle Dr, Ste 7
Buffalo, NY 14221-8452
(716) 276-8480

Zachary Zwillinger

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

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

David Mendels

CFP®, MBA

Managing Director

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

DBM Planning, LLC

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

Donald C. Reutemann

CFP®, RPA, AIF®

Financial Planner

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

NPA Financial, LLC

11 Biscayne Drive
Latham, NY 12110
+ 1 More Address

NPA Financial, LLC

1407 Route 9
Clifton Park, NY 12065
(518) 786-3027
CONNECT WITH Donald
  • linkedin link

Boyan Doytchinov

MBA, CFA, CFP®

SVP & Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Compound Planning

Remote
Port Washington, NY 11050
+ 1 More Address

Compound Planning

Compound Planning
New York, NY 10006
(516) 581-9459
CONNECT WITH Boyan
  • linkedin link

Lauren M. Furst

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Pathways To Wealth, LLC

106 Schoolhouse Ln
Roslyn Heights, NY 11577
(516) 626-2403

Thomas A. Hutson

CFP®

Partner

Specialties: Arbitration & Mediation, Getting Divorced, Succession Planning

Fee Only Financial Advisor serving New York and the surrounding communities.

BST & Co. CPAs, LLP

712 Wasentha Way
Slingerlands, NY 12159
(800) 724-6700
+1 More Number
(518) 459-6700 x316
CONNECT WITH Thomas
  • linkedin link

Richard Russo

CFP®, EA

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

Financial Advisor serving New York and the surrounding communities.

Long Island Financial Services Group

629 Route 112, Ste 5
Patchogue, NY 11772
(631) 580-2452

Doreen J. Haller

CFP®,CRPC

President

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

DJH Enterprises, Ltd

1895 State Route 65
Honeoye Falls, NY 14472-9107
(585) 732-7545

Nicholas Cava

CFP®

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

Financial Advisor serving New York and the surrounding communities.

51 McGaw Ave
Lake Grove, NY 11755-2022
(631) 467-2211 x227

Alfred G. Osbourne

CFP®, CPA, CLU®

Specialties: Comprehensive Financial Planning, Retirement

Financial Advisor serving New York and the surrounding communities.

241-18 148 Drive
Rosedale, NY 11422
(516) 984-8156

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

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

Fee Only Financial Advisor serving New York and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Peter C. Hafner

CFP®, CWS®

Founder and Owner

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Hafner Financial Group

2813 Wehrle Dr, Ste 12
Williamsville, NY 14221
(716) 650-4151
CONNECT WITH Peter
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Jeffrey E. Hahn

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

SC Parker LLC

5892 Main St
Williamsville, NY 14221
(716) 632-6800

David W. Frederick

CLU, ChFC, CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

PRIME Retirement Asset Mgt., Inc.

3344 Rt 9 N
Poughkeepsie, NY 12601
(845) 454-9000

Moss J. Kaufman

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Network Capital Services, Inc.

353 Veterans Highway, Ste 210
Commack, NY 11725
(631) 366-1999

Gayle I. Delfs

CFP®

Registered Representative

Specialties: Budget & Debt Management, Insurance, Life Planning, Retirement, Long-term Care, Women's...More

Fee Only Financial Advisor serving New York and the surrounding communities.

2 Whitlock Court
Somers, NY 10589-4109
(914) 420-4644

Scott R. Onofry

CFP®

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

Onofry Financial Services

17 E Main St, PO Box 812
Port Jervis, NY 12771
(845) 858-1018

Byrke J. Sestok

CFP®

Partner/Financial Planner

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

MONECO Advisors

440 Mamaroneck Ave., Ste N403
Harrison, NY 10528
(914) 220-6196
CONNECT WITH Byrke
  • facebook link
  • twitter link
  • linkedin link

Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor

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

Commission and Fee Financial Advisor serving New York and the surrounding communities.

FutureFWD Advisors

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