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347 Financial Planners in New York
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Robert M. Florian

CFP®, CLU®, CPA

Owner

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

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

Florian Financial Group LLC

1825 Maple Rd, Ste 240
Williamsville, NY 14221
(716) 810-9590

Paul B. Kieffer

CFP®,CPA/PFS,CLU,CAP

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

Financial Advisor serving New York and the surrounding communities.

Key Private Bank

225 SHADY GROVE DRIVE
EAST AMHERST, NY 14051
(716) 525-7216

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

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

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

Donald C. Reutemann

CFP®, RPA, AIF®

Financial Planner

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.

NPA Financial, LLC

1407 Route 9, Bldg 4
Clifton Park, NY 12065
+ 1 More Address

NPA Financial, LLC

11 Biscayne Drive
Latham, NY 12110
(518) 612-1054
CONNECT WITH Donald
  • linkedin link

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
  • facebook link
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  • linkedin link

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

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

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

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

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

Timothy D. Atkinson

CFP®

President

Specialties: Investment Management, Employee Benefits, Retirement

Financial Advisor serving New York and the surrounding communities.

Excomp Asset Management

425 BroadHollow Rd, Ste 318
Melville, NY 11747
(631) 465-9670

Salvatore Bocchimuzzo

CFP®

Vice President, Wealth Management

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

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

LPL Financial

MHV Investment & Retirement Center, 1099 Morton Blvd.
Kingston, NY 12401
(800) 451-8373 x3149
+1 More Number
(845) 336-4444 x3149

Annie C. McQuilken

MS, CFP®

President

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

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

Forever Financial Advisors, LLC

140 W Church St
Fairport, NY 14450
+ 1 More Address

Forever Financial Advisors, LLC

100 Front Street
Worcester, MA 01608
(585) 598-1377
CONNECT WITH Annie
  • facebook link

Santo Briganti

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

100 Summit Lake Dr
Valhalla, NY 10595
(914) 747-0200 x343

Edward Downey

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Downey, Haab & Murphy, PLLC

87 Main St, PO Box 663
Millerton, NY 12546
(518) 789-4442

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

Marc V. Milic

CFP®

Partner

Specialties: Investment Management

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

Douglas C. Lane & Associates

885 Second Avenue, 42nd Floor
New York, NY 10017
(212) 262-7670

Brian Cummins

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

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

Joel Isaacson & Co, LLC

546 5th Ave, 20th Flr
New York, NY 10036
(212) 302-6300

Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor

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

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

FutureFWD Advisors

122 E 42nd St, Rm 2215
New York, NY 10168-2297
(646) 378-4570

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

Pat Mahardy

CFP®, AIF®, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, Retirement, Sudden Wealth

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

CenterBridge Planning Group

443 N Franklin St, Ste 215
Syracuse, NY 13204
(315) 760-3361

Deva Panambur

CFP®, CFA®, EA

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.

Sarsi, LLC

420 Lexington Boulevard, Suite 300
New York, NY 10170
+ 1 More Address

Sarsi, LLC

25 Ave at Port Imperial
West New York, NJ 07093-8306
(212) 634-4454
CONNECT WITH Deva
  • facebook link
  • twitter link
  • linkedin link

Gerard Simonelli

CFP®,APMA,CDFA,ChFC

Financial Advisor

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.

Ameriprise Financial Services, LLC

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

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

James Graziano

CFP®

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

Financial Advisor serving New York and the surrounding communities.

76 Tiffany Court South
Nesconset, NY 11767
(631) 656-8884

Kevin Brady

CFA®, CFP®

Partner

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

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

Long Run Wealth Advisors, LLC

55 Barn Rd, Ste 206
Lake Placid, NY 12946-1051
(518) 523-8050
CONNECT WITH Kevin
  • facebook link

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

Matt Lechner

CFP®

Financial Planner

Specialties:

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

Layline Advisors

19 Prince St., 3rd Floor
Rochester, NY 14607
(585) 210-9208

Charles L. Schlapp

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753
(516) 939-2789EXT. 101

Jennifer Hatch

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
+ 1 More Address

Christopher Street Financial

475 Park Ave S
New York, NY 10016
(800) 262-6644

Dennis D. Coughlin

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CG Capital

139 Genesee St
New Hartford, NY 13413-2218
+ 1 More Address

CG Capital

139 Genesee Street
New Hartford, NY 13413