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345 Financial Planners in New York
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Gwyn-Anne M. Bissonette

CFP®

President/Owner

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

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

Curtis & Bissonette, Inc.

PO Box 311, 1992 Saranac Ave, Ste 2
Lake Placid, NY 12946
(518) 523-2443

Gerard Simonelli

CFP®,APMA,CDFA,ChFC

Financial Advisor

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

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

Ameriprise Financial Services, LLC

390 N Broadway, Ste 240
Jericho, NY 11753
(516) 231-1000

Fred G. Costantino, Jr.

CFP®

Wealth Manager

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

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

S.E.E.D. Planning Group, LLC

S.E.E.D. Planning Group, 31 Lewis Street, Ste 401
Binghamton, NY 13901
+ 1 More Address

S.E.E.D. Planning Group, LLC

3247 Vickery Road
North Syracuse, NY 13212
(607) 217-5091
CONNECT WITH Fred
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James Graziano

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Financial Advisor serving New York and the surrounding communities.

76 Tiffany Court South
Nesconset, NY 11767
(631) 656-8884

Charles Lesko, Jr.

CFP®

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.

Lesko Securities, Inc.

53 Chenango St, Centre Plaza 2nd Fl
Binghamton, NY 13901
(607) 724-2421

Ernest Vorpahl

CFP®

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

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

East End Financial Group

114 North Main Street
East Hampton, NY 11937
(631) 329-9818

Alexandra Shepis

CFP®, CDFA®

Lead Advisor

Specialties: Comprehensive Financial Planning

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008

Edmond Sayegh

CFP®

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

Commission and Fee Financial Advisor serving 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

David D. Mirabito

CLU, ChFC,CFP®, MSFS

Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Mass Mutual

909 W 1st St S, Ste B
Fulton, NY 13069-5051
(315) 592-3145

Michael C. Angelucci

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Level Financial Advisors

4535 Southwestern Blvd, Suite 710A
Hamburg, NY 14075
+ 1 More Address

Level Financial Advisors

9310 Transit Rd
East Amherst, NY 14051-2380
(716) 634-6113

Louis Green

CFP®, CFA, CPWA

Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Savvy Wealth

900 Broadway, 2nd Floor
New York, NY 10003
(917) 590-0552
CONNECT WITH Louis
  • linkedin link

Albert J. DeLorenzo, Jr.

CFP®

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

Financial Advisor serving New York and the surrounding communities.

276 Route 17K
Newburgh, NY 12550-3805
(845) 564-3654

Erika Safran

CFP®

Principal, Wealth Manager

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

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

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

Timothy A. Riemer

CFP®, MBA, CLTC

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.

Ameriprise Financial Services, LLC

702 Davison Rd
Lockport, NY 14094
(716) 478-4320

Dee-Ann R. Fox

CFP®

Principal

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

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

Dee-Ann R. Fox, CFP

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

Christopher Kuehne

CFP®

Principal

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

Financial Advisor serving New York and the surrounding communities.

Independent Financial Advisors

24 Waterbury Way
Pound Ridge, NY 10576
(914) 299-6447

Ray V. Spano

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Spano Advisory Services Inc

960 Route 6
Mahopac, NY 10541
(845) 621-1870

Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY
+ 1 More Address

Eagle Tax Planning & Advisory Group

38 Ivy Drive
Jericho, NY 11753
(718) 441-7011
CONNECT WITH Raj
  • linkedin link

Shelley Fischer

CFP®

Principal

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

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

Independent Financial Planner

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

William B. Burns, Jr.

CFP®,CLU,ChFC,REBC,C

CFP

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

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

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830
(607) 937-9282

Daniel N. Saxe

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Daniel N Saxe Income Tax, Inc.

500 Bi-County Blvd, Suite 202N
Farmingdale, NY 11735
(631) 390-4380

Arthur Dolega

CFP®

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

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

Vision Financial Planning

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

Timothy D. Atkinson

CFP®

President

Specialties: Investment Management, Employee Benefits, Retirement

Financial Advisor serving New York and the surrounding communities.

Excomp Asset Management

425 BroadHollow Rd, Ste 318
Melville, NY 11747
(631) 465-9670

Mark A. Badami

CFP®

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

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

1393 Veterans Memorial Highway, Suite 307
Hauppauge, NY 11788
15163591945

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner

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

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

Luesink Stenstrom Financial

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

Michael M. Rundle

CFP®

VP/Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

Hudson Valley Investment Advisors

117 Grand St Unit 201, PO Box 268
Goshen, NY 10924
(845) 294-6127

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

Michael S. Ryan

CFP®

President

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

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

Marathon Mission Wealth Management

930 Albany Shaker Road, Suite 104
Latham, NY 12110
(518) 689-0773

Todd Dudonis

CFP®

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.

Private Client Asset Management

4190 Sunrise Hwy
Massapequa, NY 11758
(516) 280-4623

Kerry Mayo

CFA, CFP®

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

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

Capital Financial Advisors of New York

10 Maxwell Drive, Suite 104B
Clifton Park, NY 12065
(518) 280-0030