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466 Financial Planners in New York
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Joseph R. Brida

CFP®

President

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.

Wealth Conservation Group, Inc.

10 Audubon Gate
Miller Place, NY 11764
(631) 391-2915

Gregg S. Fisher

CFP®, CFA

Founder & Potfolio Manager

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.

Fisher Family Ventures

1120 Avenue of Americas, 4th Fl
New York, NY 10036
(212) 796-0707

Mathew S. Hill

CFP®, ChFC

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

2290 East Avenue
Rochester, NY 14610
+ 1 More Address

Ameriprise Financial Services, Inc.

10 Church Street
Alfred, NY 14802
(585) 256-3715

Dale L. Mullin

CPA, CFP®

Partner

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.

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

Martin E. Schwartz

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning

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

Merrill Lynch

1325 Franklin Ave
Garden City, NY 11753
(800) 645-8600
+1 More Number
(516) 877-8442

Anthony Baldi

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Adv

8310 Wehrle Dr
Williamsville, NY 14221
(716) 626-3296 x212

Kenneth R. Greenblatt

CFP®

Vice President/Financial Planning

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

Financial Advisor serving New York and the surrounding communities.

Kenneth R. Greenblatt

100 Crossways Park Drive West, Suite 214
Woodbury, NY 11797
(516) 364-4022

William C. Jerome

CFP®

Founder

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

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

Capital Financial Services, LLC

133 Saratoga Rd, Professional Bldg
Glenville, NY 12302-4108
(518) 399-3903

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

Travis Edward Kellman

MSFP, CFP®, CRPC®

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.

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
CONNECT WITH Travis
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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
Lake Placid, NY 12946
(518) 523-2443

Anthony J. DeVito

PhD, CFP®

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

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

ADV Investment Management

81 Barnard Rd.
New Rochelle, NY 10801-1301
+ 1 More Address

ADV Investment Management

100 South Bedford Road
Mount Kisco, NY 10549
(914) 738-6313

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

Charles G. Hughes, Jr.

CFP®

Member

Specialties:

Financial Advisor serving New York and the surrounding communities.

C. G. Hughes Company, LLC

21 Maple Ave
Bay Shore, NY 11706-8752
(631) 665-7881

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
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Valerie L. Adelman

CFP®, EA, CDFA

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

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

Financial Asset Management Corporation

295 Madison Avenue, 12th floor
New York, NY 10017
(914) 238-8900

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, Inc.

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

Raj Prashad

CFP®, EA, ChFC, CLU

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 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
+ 2 More Addresses

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510
(718) 441-7011
CONNECT WITH Raj
  • linkedin link

Nan P. Bailey

CFP®, AIF®

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

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

NPB Wealth Management

56 Sherwood Dr
Larchmont, NY 10538
(914) 834-9105

Beth Ann Prudence

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

130 E. Seneca St, Suite 500
Ithaca, NY 14850
(607) 274-8521

Jean-Louis G. Tassart

CFP®

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

Financial Advisor serving New York and the surrounding communities.

ICMA-RC

20 W 84th St, Apt 8B
New York, NY 10024
(917) 887-3293

Catherine Conheady

CFP®

Financial Planner

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

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

Apropos Financial Planning

8 Birchstone Hill Rd
Rush, NY 14543-9744
(585) 533-1950

Kenneth R. Cerini

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Cerini & Associates, LLP

3340 Veterans Memorial Hwy
Bohemia, NY 11716

Eduard D. Yankovich

CPA, CFP®

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

Financial Advisor serving New York and the surrounding communities.

Monroe Capital, LLC

1436 E 15th St
Brooklyn, NY 11230
(212) 845-5041

Francis X. Becker, Jr.

CFP®,ChFC,CLU

President

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

Financial Advisor serving New York and the surrounding communities.

Becker & Associates Planning Services

42 Winter St
Lynbrook, NY 11563
(516) 823-3194

Susan Schell

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Generations Planning Group, LLC

2020 Western Avenue
Albany, NY 12203
(518) 387-3100

David Flores Wilson

CFA, CFP®, CDFA®

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.

Watts Capital Partners

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
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Jon L. Ten Haagen

CFP®

CEO Founder

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

Financial Advisor serving New York and the surrounding communities.

Ten Haagen Financial Group

191 New York Avenue, Suite 1 & 2
Huntington, NY 11743
(631) 425-1966

Leonard F. Valletta

CFP®, MS

CFP

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

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

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205
(518) 786-3300 x227

Viktoria Kamin

CFP®

Principal & Senior Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...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 South Greeley Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link