Find a Financial Planner in
Within of
Within of

Timothy E. Casserly

CFP® JD

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

Financial Advisor serving New York and the surrounding communities.

Burke & Casserly, P.C.

255 Washington Ave Ext, Ste 104
Albany, NY 12205-5533
(518) 452-1961

Moshe Cysner

CFP®

President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Cysner Financial Services, Inc.

Cysner Financial Services, Inc., 105 Calvert Street (Ste 202)
Harrison, NY 10528
(914) 670-0020

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

Katherine M. Connors

CFP®

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

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

KC Wealth Management LLC

3880 Veterans Memorial Highway, Suite 202
Bohemia, NY 11716
(631) 256-4680

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

Lawrence D. Sangirardi

CFP®, ChFC®

Personal Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, LLC

145 Pinelawn Road, Suite 340N
Melville, NY 11747
(631) 683-5570 x7

Tracy L. Sherwood

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.

Sherwood Financial Management

8463 Sheridan Drive
Buffalo, NY 14221
(716) 302-4265
CONNECT WITH Tracy
  • twitter link
  • linkedin link

Attahjundwe Obiajulu

CFP®, CLU, CLTC

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

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

LPL Financial

Gateway Financial Partners/LPL, 102 Bradhurst Ave.
New York, NY 10039
(516) 334-3900

John G. Gigliello

CFP®, AIF, EA, MBA

Financial Planner

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.

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205-2608
(518) 786-3300

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

Founder & CEO

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

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

Thorley Wealth Management, Inc.

1571 Monroe Ave.
Rochester, NY 14618
(585) 943-0887
CONNECT WITH Elizabeth
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Dean Stephens

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

3280 SUNRISE HWY STE 393
WANTAGH, NY 11793
(516) 241-3417

Robert L. Miller, Jr.

CFP®

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

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

Miller Gesko

237 Main St, Ste 600
Buffalo, NY 14203
(716) 852-7628

Anthony V. Mancuso

CFP®ChFC

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 Inc.

113 Main St
Batavia, NY 14020
(800) 847-2332
(585) 343-4551

Cheryl M. Taylor

CFP®

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

Financial Advisor serving New York and the surrounding communities.

40 Scenic Cir.
Rochester, NY 14624
(585) 350-5562

Steven Elwell

CFP®

Chief Investment Officer

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.

Level Financial Advisors

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(716) 634-6113
CONNECT WITH Steven
  • facebook link
  • twitter link
  • linkedin link

Maura Griffin

CFP®, MBA

CEO and Principal

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

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

Blue Spark Capital Advisors

31 Hudson Yards, 11th fl
New York, NY 10001

Blue Spark Capital Advisors

321 Main St
Great Barrington, MA 01230
(212) 537-3999
CONNECT WITH Maura
  • facebook link
  • twitter link
  • linkedin link

Joyce Streithorst

CFP®, CDFA

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broad Hollow Rd, Suite 215
Melville, NY 11747
(516) 694-7900

Scott Rodabaugh

EA, CFP®

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

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

Premier Tax & Financial Services

121 W 27th St, Ste 1003A
New York, NY 10001-6207
(212) 807-8201

Jonathan L. Schneiderman

CFP®

Branch Manager

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

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

Raymond James Financial Services, Inc.

43 Durkee St, Ste 100
Plattsburgh, NY 12901
(518) 563-7537

Winfred G. Jacob

CFP®

Senior Financial Advisor

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

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

Level Financial Advisors, Inc.

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(800) 713-3787
(716) 634-6113

David A. Lasco

CFP®, CRPC®

Financial Advisor

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.

Ameriprise Financial

100 Summit Lake Drive, Suite 150
Valhalla, NY 10595
(914) 747-0200
CONNECT WITH David
  • facebook link
  • linkedin link

Liz Frazier Peck

CFP®

Financial Planner

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

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

Frazier Financial Consultants

97 Allison Rd
Katonah, NY 10536
(704) 907-9504
CONNECT WITH Liz
  • twitter link

Alana Stone

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Life Planning,...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

George S. Urist

CFP®

President

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.

Urist Financial & Ret Planning Inc.

5730 Commons Park Drive
East Syracuse, NY 13057
(315) 445-2147
CONNECT WITH George
  • facebook link
  • twitter link
  • linkedin link

Mark Vaimberg

CFP®

Certified Financial Planner

Specialties: Attending College, Estate Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

Mark Vaimberg, CFP

225 Wireless Blvd, Ste 103
Hauppauge, NY 11788-3914
(631) 232-1700

Scott Townsend

CFP®

Associate Advisor

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

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

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785
CONNECT WITH Scott
  • linkedin link

Huang-Chao Zhao

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.

120 Madison St Ste 810
Syracuse, NY 13202
(315) 396-0083

Christopher Skutnik

CFP®

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

Financial Advisor serving New York and the surrounding communities.

390 N Broadway, Ste 240
Jericho, NY 11753-2110
(516) 231-1000

John Pascucci

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Edward Jones

121 Sullys Trl, Suite 3
Pittsford, NY 14534-4570
(315) 781-1157
CONNECT WITH John
  • facebook link
  • linkedin link

David A. Frisch

CPA, PFS, CFP®

President

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.

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607
(212) 983-8444