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373 Financial Planners in New York
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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

401 Franklin AVe, Suite 110
Garden City, NY 11530
(516) 280-4623

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

Byrke J. Sestok

CFP®

Financial Planner

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.

Rightirement Wealth Partners

440 Mamaroneck Ave., Ste N403
Harrison, NY 10528
(914) 220-6196
CONNECT WITH Byrke
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Maura Griffin

CFP®, MBA, CDFA

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
+ 1 More Address

Blue Spark Capital Advisors

321 Main St
Great Barrington, MA 01230
(212) 537-3999
CONNECT WITH Maura
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Daniel R. Masiello

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial

1 Teleport Dr, Ste 206
Staten Island, NY 10311-1003
(718) 524-8450 X 206

Robert Roback, Jr.

CFP®, CFS

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

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

Luther Forest Wealth Advisors, LLC

2715 Route 9, Ste 101
Malta, NY 12020
(866) 649-3258
+1 More Number
(518) 899-5544

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

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

FRANCKLINE CASIMIR-BENOIT

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Fiduciary Trust Company International

280 Park Ave Fl 7
New York, NY 10017-1275
(212) 632-3364

Robert Kleinman

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Kleinman Financial Services Inc.

127 Soundview Dr
Port Washington, NY 11050
(516) 944-3643

Nicholas D'Ambrosio

CFP®

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

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

Horizon Planning, Inc.

250 E 87th St, No 4C
New York, NY 10128
(212) 427-7734

Priscilla Baker Jones

CFP®

Managing Director

Specialties: Budget & Debt Management, Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Occam Capital Management, LLC

1303 Marsh Rd, Ste 4
Pittsford, NY 14534
(585) 218-0310

Robert A. Imparato, Jr.

CFP®

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.

R.I.C.H. Planning Group, LLC.

583 Ramona Ave
Staten Island, NY 10309
+ 1 More Address

R.I.C.H. Planning Group, LLC.

583 Ramona Ave
Staten Island, NY 10309

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.

1986 Riverview Drive
Wellsville, NY 14895
+ 1 More Address

Level Financial Advisors, Inc.

1412 Sweet Home Rd
Buffalo, NY 14228-2795
(800) 713-3787

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

3247 Vickery Road
North Syracuse, NY 13212
+ 1 More Address

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

S.E.E.D. Planning Group
Binghamton, NY 13901
CONNECT WITH Fred
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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

Vicki L. Haak

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, Inc.

PO Box 688
Rhinebeck, NY 12572
(845) 876-1157

Jeffery M. Feldman

Ph.D., CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Rochester Financial Services

4 OLD BRICK CIRCLE
Pittsford, NY 14534
(585) 442-7580

James G. Westmacott

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Westco Investment Corp

77 Hempstead Ave
Lynbrook, NY 11563

Clare M. Stenstrom

CFP®. CeFT®

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

Financial Advisor serving New York and the surrounding communities.

Luesink Stenstrom Financial

475 Park Avenue S, Ste 2100
New York, NY 10016
(212) 405-1609

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.

Wealth Advisor/RIA

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

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.

American Portfolios Financial Services

8 Yale St
Garden City, NY 11530
(516) 354-3334
CONNECT WITH Susan
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Jeffrey M. Golden

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.

Circle Advisers, Inc.

420 Lexington Ave, Suite 1727
New York, NY 10170
(212) 885-4204

James Buro

CFP®, CFA, ChFC, CPA

President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Wall Street Speaking

666 Shore Road Apt. 5B
Long Beach, NY 11561
(973) 698-6038

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) 771-5277

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

Lawrence D. Sprung

CFP®

Founder, Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Mitlin Financial Inc.

140 Adams Ave, Ste B12
Hauppauge, NY 11788-3618
(866) 4-MITLIN
+1 More Number
(631) 952-4466

Daniel Limmer

CFP®

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

Financial Advisor serving New York and the surrounding communities.

21 village green dr
Port Jefferson Station, NY 11776
(516) 316-9498
+1 More Number
(631) 952-9795

John D. Alex

ChFC, CFP®,CIMA,AIFA

Exceutive Director

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

Financial Advisor serving New York and the surrounding communities.

UBS

1285 Avenue of the Americas
NY, NY 10019
(212) 713-3950

James W. Van Metter

CFP®

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

Financial Advisor serving New York and the surrounding communities.

James Van Metter & Associates

81 Pondfield Rd, Ste 4
Bronxville, NY 10708
(914) 793-1213