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341 Financial Planners in New York
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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

Fred G. Costantino, Jr.

CFP®

Financial Planner

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.

Imperative Wealth Planning LLC

2733 Jonas Lane
Endwell, NY 13760
(607) 204-9122
CONNECT WITH Fred
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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
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David Siegfried

CFP®

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation,...More

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

Financial Advisor Network, Inc.

1111 Route 110, Ste 359
Farmingdale, NY 11735
(631) 226-9046
CONNECT WITH David
  • linkedin link

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

JoAnn Semeraro

CFP®, CSA

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.

North Ridge Wealth Planning

North Ridge Wealth Planning, 1895 Walt Whitman Rd
Melville, NY 11747-3031
(516) 799-9309

Boyan Doytchinov

MBA, CFA, CFP®

SVP & Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Compound Planning

Compound Planning, 115 Broadway
New York, NY 10006
+ 1 More Address

Compound Planning

Remote
Port Washington, NY 11050
(516) 341-1690
CONNECT WITH Boyan
  • linkedin link

Alina Miska Carlson

CFP®

Director of Planning

Specialties:

Financial Advisor serving New York and the surrounding communities.

Cannell & Spears LLC

Cannell & Spears LLC, 535 Madison Ave.
New York, NY 10022-4212

Connie M. Walsh Toler

CFP®

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

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

Adirondack Retirement Strategies

7 Robert Rogers Avenue
Moreau, NY 12828

Zachary Zwillinger

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

ZZ Planning LLC

250 West 85th Street, 8D
New York, NY 10024
CONNECT WITH Zachary
  • linkedin link

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

Erika Safran

CFP®

Principal, Wealth Manager

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

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

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

Charles Benway

CPA, 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.

Main Street Financial, LLC

550 Mamaroneck Ave., Suite 402
Harrison, NY 10528
(914) 698-8303

Nicholas Cava

CFP®

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

Financial Advisor serving New York and the surrounding communities.

51 McGaw Ave
Lake Grove, NY 11755-2022
(631) 467-2211 x227

Dee-Ann R. Fox

CFP®

Principal

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

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

Dee-Ann R. Fox, CFP

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

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

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 E. Paul

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.

Joel Isaacson & Co., Inc

546 5th Ave, 22th Fl
New York, NY 10036
(212) 302-6300

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) 282-0023

Peter C. Hafner

CFP®, CWS®

Founder and Owner

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

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

Hafner Financial Group

6225 Sheridan Drive, Ste 206
Williamsville, NY 14221
(716) 650-4151
CONNECT WITH Peter
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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

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

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
+ 1 More Address

Level Financial Advisors

4535 Southwestern Blvd
Hamburg, NY 14075
(716) 634-6113

Daniel R. Cuddy

CFP®, CPA

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

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

Cuddy Financial Services

7 William Street
Auburn, NY 13021
(315) 252-3600

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

Founder & CEO

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

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

Thorley Wealth Management, Inc.

1571 Monroe Ave.
Rochester, NY 14618
(585) 943-0887
CONNECT WITH Elizabeth
  • facebook link
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  • youtube link

Anthony V. Mancuso

CFP®ChFC

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.

Ameriprise Financial Inc.

113 Main St
Batavia, NY 14020
(800) 847-2332
+1 More Number
(585) 343-4551

Bruce L. Carrow

CLU, ChFC, CFP®

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

Financial Advisor serving New York and the surrounding communities.

CIG of WNY

9861 Holland Glenwood Rd
Glenwood, NY 14069
(716) 941-3907

Steven Elwell

CFP®

Chief Investment Officer

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.

Level Financial Advisors

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(716) 634-6113
CONNECT WITH Steven
  • facebook link
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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

Sandra J. Grinspan

CFP®

Executive VP

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

Financial Advisor serving New York and the surrounding communities.

North Ridge Wealth Planning

1895 Walt Whitman Rd, Ste 6
Melville, NY 11747
(800) 672-2748
+1 More Number
(631) 420-4242