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347 Financial Planners in New York
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Kenneth Nuttall

CFP®

Chief investment Officer

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.

31 Hudson Yards, 10th Floor, Suite 55
New York, NY 10001
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
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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

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.

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(800) 713-3787
+1 More Number
(716) 634-6113

Alina Parizianu

CFP®, RICP®

Financial Planner

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.

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
CONNECT WITH Alina
  • linkedin link

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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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
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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

Kevin J. Donnelly

CFP®

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

Financial Advisor serving New York and the surrounding communities.

KJ Donnelly Planning LLC

111 East 85th St, Ste 14C
New York, NY 10028
(212) 996-3535

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
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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

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

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

Sebastian Triscari

MBA, CFP®

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

Financial Advisor serving New York and the surrounding communities.

Genesis Financial Sevices

260 madison ave, floor 17
New York, NY 10016
(212) 856-9000 x129

Stanley Lozinski, III

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Comprehensive Financial

86 Carleton Ave
East Islip, NY 11730
(631) 952-8600 x11

Mark D. Daviau

CFP®, ChFC, AEP,RFC

Financial Planner

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.

MassMutual New York State

555 French Rd, Suite 202
New Hartford, NY 13413
(315) 734-3635
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  • linkedin link

Liberatore J. Zagame

MBA, CFP®

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation,...More

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

17 Ashford Dr
Lake Grove, NY 11755-2839
(631) 588-1987

Susan Silverman Quigley

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.

Avantax

8 Yale St
Garden City, NY 11530
(516) 354-3334
CONNECT WITH Susan
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Steven P. Copeland

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.

Safe Harbor Financial Planning

53 Rossmore Ave
Bronxville, NY 10708
(914) 282-0023

David A. Schneider

CFP®

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.

Schneider Wealth Strategies

41 Madison Ave, Fl 31
New York, NY 10010-2345
(800) 461-3283
+1 More Number
(212) 924-2290
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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

Richard P. Jenkins

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.

Focused Financial Solutions

6564 Ridings Road
Syracuse, NY 13206
(315) 434-9026

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

F. Michael Zovistoski

CPA, CFP®

Specialties: Attending College, Annuities, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving New York and the surrounding communities.

UHY Advisors New York, Inc.

4 Tower Place, 7th Floor, Executive Park
Albany, NY 12203
(518) 449-3166

Christina Ubl

CFP® CDFA®

Partner

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.

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901
+ 1 More Address

Clute Wealth Management LLC

1233 Shelburne Rd
South Burlington, VT 05403
(877) 561-5707
+1 More Number
(518) 561-5707
CONNECT WITH Christina
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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

Craig S. Clark

CFP®

President

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

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

Clark & Company Wealth Management

3075 Southwestern Blvd, Suite 202
Orchard Park, NY 14127
(716) 312-7918

Christopher N. Congema

CFP®

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.

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747-2507
(631) 923-2486

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

Marilyn Stefans

CFP®

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

Financial Advisor serving New York and the surrounding communities.

137 Woodbury Rd
Woodbury, NY 11797
(516) 692-2744