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348 Financial Planners in New York
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Charles Lesko, Jr.

CFP®

President

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.

Lesko Securities, Inc.

53 Chenango St, Centre Plaza 2nd Fl
Binghamton, NY 13901
(607) 724-2421

Ben Lipschitz

CLU,ChFC,CFP®

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

Financial Advisor serving New York and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

Douglas E. Mollin

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

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

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

Liz Frazier Peck

CFP®

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.

Frazier Financial Consultants

97 Allison Rd
Katonah, NY 10536
(704) 907-9504

Mary E. Fairchild

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

2280 East Avenue
Rochester, NY 14610
(585) 461-2280

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

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

David Rosenstrock

CFP®, MBA

Director

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

Wharton Wealth Planning

3 Columbus Cir, Fl 15
New York, NY 10019-8716
+ 1 More Address

Wharton Wealth Planning

150 Washington Ave
Santa Fe, NM 87501-2038
(646) 450-7021

Michael Joseph Carrico

CFP®, CRPC™

Wealth Manager

Specialties:

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

Howe & Rusling Wealth Management

165 Culver Rd
Rochester, NY 14620-1678
(719) 412-0184

Edward Silversmith, Jr.

CFA, CFP®, CPWA®

VP Financial Advisor

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.

Wealth Enhancement

1040 Pittsford Victor Rd
Pittsford, NY 14534
(585) 484-1183
CONNECT WITH Edward
  • linkedin link

Scott Laffie

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

Jason Huang

CFP®, ChFC®, WMCP®

Associate Financial Advisor

Specialties:

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

Oppenheimer & Co, Inc.

888 Veterans Memorial Hwy, Ste 400
Hauppauge, NY 11788
(631) 382-2504

Michael D. Munn

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Munn Financial Group

30B Grove St
Pittsford, NY 14534-1334
(585) 559-6866

David D. Mirabito

CLU, ChFC,CFP®, MSFS

Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Mass Mutual

909 W 1st St S, Ste B
Fulton, NY 13069-5051
(315) 592-3145

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

Salvatore C. Caruso

CFP®

President & CEO

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

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

TSG Alpha Partners

3275 Veterans Memorial Hwy, Ste B9
Ronkonkoma, NY 11779-7646
(646) 706-7172

Michael C. Angelucci

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Retirement

Financial Advisor serving New York and the surrounding communities.

Level Financial Advisors

4535 Southwestern Blvd, Suite 710A
Hamburg, NY 14075
+ 1 More Address

Level Financial Advisors

9310 Transit Rd
East Amherst, NY 14051-2380
(716) 634-6113

James J. Williams

CFP®

CEO & Founder

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

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

Williams Financial, LLC

28 Clinton St, Ste 2
Saratoga Springs, NY 12866-2143
+ 1 More Address

Williams Financial, LLC

PO Box 24
North Bennington, VT 05257-0024
(866) 986-4469
+1 More Number
866-986-4469
CONNECT WITH James
  • linkedin link

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
  • linkedin link

Rosanne M. Braxton

CFP®

President

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.

Level Financial Advisors

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
(716) 634-6113

Doreen J. Haller

CFP®,CRPC

President

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.

DJH Enterprises, Ltd

1895 State Route 65
Honeoye Falls, NY 14472-9107
(585) 732-7545

Anthony Sce, III

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Employee Benefits,...More

Financial Advisor serving New York and the surrounding communities.

EIFS

515 Johnson Ave, Ste 201
Bohemia, NY 11716-2630
888-EIFSINFO
+1 More Number
(631) 563-8433

Ronald K. Stein

CFP®

CFP

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

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

Good Harvest Financial Group, Inc

164 Flower Hill Rd
Huntington, NY 11743
(631) 423-6501

Charles E. Scott Brewster

CFP®, MBA, EA

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

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

Brewster Financial Planning LLC

641 President St, Ste 102
Brooklyn, NY 11215-1118
(646) 249-9880

Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director

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.

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2
Wilton, NY 12831
(518) 725-6111
CONNECT WITH Neal
  • linkedin link

Jeffrey R. Silverman

JD, CFP®

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

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

6800 Jericho Tpke., Suite 202 West
Syosset, NY 11791
(516) 682-3363

Paul M. Schifter

CFP®

MANAGING MEMBER

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.

GS INVESTMENT PLANNING LLC

445 Broadhollow Rd, Ste 108
Melville, NY 11747-3618
(631) 271-4070

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

Christopher R. Cinelli

CFP®

President

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

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

Capital Insights Group of WNY

640 Ellicott Street, Mailbox 10
Buffalo, NY 14203
(716) 309-4109

Shane M. Alsworth

MBA, CFP®, CLU, CIMA

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.

Alsworth Capital Management, LLC

4 W Market St, PO Box 283
Corning, NY 14830
(607) 973-2665