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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

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

Cynthia Becher

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Wise Philanthropy

9 EAST PLACE
SUFFERN, NY 10901
(914) 261-5761

Robert Lozzi

CFP®

CERTIFIED FINANCIAL PLANNER Professional

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.

Equitable Advisors

395 N Service Road, Suite 206
Melville, NY 11747
(631) 385-5244

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
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Sarah Creath

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.

BCK Partners, Inc.

27 East Market St.
Corning, NY 14830
(607) 654-1182

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

Robert L. Miller, Jr.

CFP®

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

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

Miller Gesko

237 Main St, Ste 600
Buffalo, NY 14203
(716) 852-7628

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

G. Martin Poole

MBA, CFP®, RFC®

Financial Strategist

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

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

HFH Planning Inc.

82 Nassau Street, #60593
New York, NY 10038
(212) 402-5444
CONNECT WITH G. Martin
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Carol O'Rourke

CFP®

Partner

Specialties: Budget & Debt Management, Attending College, Buying a Home, Asset Allocation, Mutual Funds...More

Financial Advisor serving New York and the surrounding communities.

SHOR Financial Wellness

25 Sutton Place South, Apt 17H
New York, NY 10022
(917) 902-0685

Kenneth J. Graci

CFP®

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

Financial Advisor serving New York and the surrounding communities.

66 East Blvd
Rochester, NY 14610-1508
(585) 645-5195

Gayle I. Delfs

CFP®

Registered Representative

Specialties: Budget & Debt Management, Insurance, Life Planning, Retirement, Long-term Care, Women's...More

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

2 Whitlock Court
Somers, NY 10589-4109
(914) 420-4644

Lisa A. Kelly

CPA/PFS, CFP®

President

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

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

Federmann Financial Advisors Inc.

745 Route 25A, Ste C
Rocky Point, NY 11778
(631) 981-1904

Jamie F. Block

CFP®, CPA/PFS, AEP®

Senior Wealth Advisor, Senior Director

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

Financial Advisor serving New York and the surrounding communities.

Mercer Advisors

375 Woodcliff Dr, Ste 1C
Fairport, NY 14450
(585) 442-3230

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

Shawn C. Glogowski

CFP®, EA

Principal

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

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

Note Advisors, LLC

50 Lakefront Boulevard, Suite 215
Buffalo, NY 14202
(716) 256-1682

Douglas A. Boneparth

CFP®, MBA

Financial Advisor | President

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

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

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
(212) 390-1161
CONNECT WITH Douglas
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Kristopher Venne

CFP®

Director of Wealth Management

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

Ritholtz Wealth Management

24 W. 40th
New York, NY 10018
(212) 625-1200

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
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Howard Ross

CFP®

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

Financial Advisor serving New York and the surrounding communities.

12 Ann Dr
Syosset, NY
(516) 358-3861

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

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

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

Priscilla Hennig

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

U of I Community Investment Advisors

REMOTE
Rochester, NY 14626-5116
(217) 278-7803

John M. Yerkes

CFP®

Specialties:

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

Mass Mutual

1393 Veterans Highway, S307S
Hauppauge, NY 11788-2722
(631) 851-5632

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

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor

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

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

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

Marisa ROTHSTEIN

CFP®, JD

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.

Siena Private Wealth, a member of Advisory Services Network, LLC

5 Chatham St., PO Box 231
Kinderhook, NY 12106
+ 1 More Address

Siena Private Wealth, a member of Advisory Services Network, LLC

57 North Main Street
West Hartford, CT 06107
(860) 539-4421
CONNECT WITH Marisa
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