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352 Financial Planners in New York
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Suzanne Nitzberg

CFP®, CLTC

Certified Financial Planner

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

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

15 Squirrel Hill
Roslyn, NY 11576
(917) 754-2379

Thomas M. Williams

CFP® RICP

CFP

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Insurance, Retirement...More

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

Colarossi & Williams

One Suffolk Sq, Ste 550
Islandia, NY 11722
(516) 641-5450

Kevin Newman

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Newman & Associates

PO Box 1259
Clifton Park, NY 12065
(518) 209-4901

Robert Schermerhorn

CFP®

Wealth Advisor

Specialties: Asset Allocation, Investment Management, Retirement

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

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
CONNECT WITH Robert
  • facebook link
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Sarrah Samraoui

CFP®,CDFA®,CTS,CES

Specialties:

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

FutureFWD Advisors

122 East 42nd Street, Suite 2215
New York, NY 10068

Robert E. Berard

CFP®

Financial Advisor

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

2 Westchester Park Dr, Suite 103
White Plains, NY 10604
(914) 269-6727
CONNECT WITH Robert
  • facebook link

Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal

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.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Lewis
  • linkedin link

Matthew G. Ricks

CFP®

Specialties: Comprehensive Financial Planning, Special Needs

Fee Only Financial Advisor serving 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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Robert Decker

CFP®

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

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

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
716-634-6113

Alina Miska Carlson

CFP®

Financial Planner

Specialties:

Financial Advisor serving New York and the surrounding communities.

Cannell & Spears LLC

Cannell & Spears LLC, 545 Madison Ave.
New York, NY 10022

Erik Nero

CFP®, CCFC

Founder & President

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

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

First Step Wealth Planning, LLC

96 Cobble Hill Dr
Gansevoort, NY 12831-2523
(518) 893-1592
CONNECT WITH Erik
  • facebook link
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Scott Laffie

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

David Mendels

CFP®, MBA

Director of Planning

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

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

Creative Financial Concepts, LLC

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

Dennis J. Hebert

CFP® MSFS AEP AIF

Financial Planner

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning,...More

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

212 3rd Street
Liverpool, NY 13088
(315) 427-5999

Viktoria Kamin

CFP®

Principal & Senior Financial Planner

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

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

Financial Asset Management Corporation

295 Madison Ave, 12th Floor
New York, NY 10017
+ 1 More Address

Financial Asset Management Corporation

26 S Greely Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link

Andrew R. Fox

CFP®

Specialties: Investment Management, Retirement

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

Fox Financial Services Inc

1 Barker Ave 2nd Floor
White Plains, NY 10601
(914) 761-1639

Sharon A. Kiniry

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Mutual Funds,...More

Commission Financial Advisor serving New York and the surrounding communities.

445 Kenmore Ave
Schenectady, NY 12306-2129
(518) 395-9443

Robert J. Kovacs

CFP®

Financial Advisor

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.

Pioneer Wealth Management

652 Albany Shaker Rd
Albany, NY 12211
(518) 407-7769

Leo G. O'Connor, Sr.

CFP®

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

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

Visions Wealth Management

33 Riverside Dr
Binghamton, NY 13905
(800) 295-4177
+1 More Number
(607) 770-3800

Dimitrios G. Franks

CFP®

Regional Managing Consultant

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.

MetLife Resources

26 Cornell Dr S
Commack, NY 11725-2506
(631) 796-5518

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

Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director

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.

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2
Wilton, NY 12831
(518) 725-6111
CONNECT WITH Neal
  • linkedin link

Tracy Bird

CFP® CIMA CPM

SVP

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.

Morgan Stanley

55 East 52nd St., 29th Flr
New York, NY 10055
(212) 903-7721

Ronald M. Lojacono

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management, LLC

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

Jeffrey C. Vahanian

CFP®

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate...More

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

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866
(518) 583-0891

Timothy R. Sobolewski

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k...More

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

The Financial Planning Center

Snyder Square North, 4511 Harlem Rd
Amherst, NY 14226
(716) 240-4304
CONNECT WITH Timothy
  • linkedin link

Jeffrey J. Crampton

CFP®, CFA

Senior Vice President

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.

Wells Fargo Advisors

2500 Westchester Ave Ste 203
Purchase, NY 10577-2595
(914) 253-4712

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

Cindy Golub

CFP®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Asset...More

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

G Squared Financial Advisors

180 East Prospect Ave #125, Fourth Floor
Mamaroneck, NY 10543
9142631082