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341 Financial Planners in New York
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Jonathan L. Schneiderman

CFP®

Branch Manager

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.

Raymond James Financial Services, Inc.

43 Durkee St, Ste 100
Plattsburgh, NY 12901
(518) 563-7537

Luis F. Rosa

CFP® EA

Building Generational Wealth for Latino Executives

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

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

Build a Better Financial Future, LLC

75 South Broadway, 4th Floor
White Plains, NY 10601
+ 1 More Address

Build a Better Financial Future, LLC

2831 Saint Rose Pkwy
Henderson, NV 89052-4841
(646) 397-6292
CONNECT WITH Luis
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Paul Pombo

CFP®, CPA

President

Specialties: Budget & Debt Management, Business Taxes, Corporate Finance, Estate Planning

Financial Advisor serving New York and the surrounding communities.

Paul Pombo CPA, PC

968 Thompson Dr
West Bay Shore, NY 11706
(631) 669-8074

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

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

Matthew G. Ricks

CFP®

Specialties: Comprehensive Financial Planning, Special Needs

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

Haystack Financial Planning

233 E 69th St
New York, NY 10021
(917) 409-7878
CONNECT WITH Matthew
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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

Edward P. Yetsko

CFP®, RMA,AIF, CSRIC

Senior Wealth Advisor

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

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

AspireQuest Wealth Advisors Group at William Joseph Capital Management, Inc.

PMB 149, 3439 Vestal Pkwy E
Vestal, NY 13850-2147
(877) 870-9939
CONNECT WITH Edward
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Landon Tan

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Query Capital

48 S Broadway, #105
Nyack, NY 10960
CONNECT WITH Landon
  • facebook link

Ross J. Natoli

CFP®

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

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

546 5th Ave, Fl 22
New York, NY 10036-5008
(212) 302-6300

Erik Nero

CFP®,RICP®

Founder & President

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

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

First Step Wealth Planning, LLC

96 Cobble Hill Dr
Gansevoort, NY 12831-2523
(518) 893-1592
CONNECT WITH Erik
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Brendan Ercole

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

Fairpoint Wealth Partners, Inc.

1882 Winton Rd S Ste 7
Rochester, NY 14618-3950
(585) 450-3070
CONNECT WITH Brendan
  • linkedin link

Kate Tastrom

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

First Financial Advisors Group

620 Route 25a, Ste D
Mount Sinai, NY 11766-2067
(631) 689-1515

Adam W. Robert

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Clute Wealth Management

152 Tom Miller Rd
Plattsburgh, NY 12901-6425
+ 1 More Address

Clute Wealth Management

1233 Shelburne Rd
South Burlington, VT 05403-7733
(518) 561-5707
CONNECT WITH Adam
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Patrick Collins

CFP®

Planning Associate

Specialties:

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management

6500 Sheridan Dr., Suite 200
Williamsville, NY 14221

Rebecca Brown

CFP®

Founder & Wealth 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.

Hawkwind Wealth Advisory LLC

325 Gold St, Ste 706
Brooklyn, NY 11201-3040
(929) 420-6441
CONNECT WITH Rebecca
  • linkedin link

David A. Frisch

CPA, PFS, CFP®

President

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.

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 2 More Addresses

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607
(212) 983-8444

Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor

Specialties: Comprehensive Financial Planning

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

Frisch Financial Group

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 1 More Address

Frisch Financial Group

445 Broadhollow Rd
Melville, NY 11747-3601
(212) 983-8444

Dimitrios G. Franks

CFP®

Regional Managing Consultant

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.

MetLife Resources

26 Cornell Dr S
Commack, NY 11725-2506
(631) 796-5518

Alan H. Cohn

CFP®

Vice President Investments

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

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

Stifel, Nicolaus & Company, Inc.

1393 Veterans Memorial Hwy, Suite 214N
Hauppauge, NY 11788
(866) 706-7771
+1 More Number
(631) 360-5719

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.

Independent Financial Planner

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

Laura Fedor Brunetti

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CCR Wealth Management

6 Executive Park Drive, Suite A
Clifton Park, NY 12065
(866) 465-6447
+1 More Number
(518) 465-6447

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

Arthur Dolega

CFP®

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

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

Vision Financial Planning

Vision Financial Planning, 200 Vesey Street
New York, NY 10281
(718) 205-2880

Jeffrey C. Vahanian

CFP®

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Estate...More

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

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866
(518) 583-0891

David W. Frederick

CLU, ChFC, CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

PRIME Retirement Asset Mgt., Inc.

3344 Rt 9 N
Poughkeepsie, NY 12601
(845) 454-9000

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
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Christina M. Michalczak

CFP®

Financial Planner

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.

Waterford Advisors LLC

3858 N Buffalo St Ste 2
Orchard Park, NY 14127-1840
(716) 580-3906

Maura Griffin

CFP®, MBA

CEO and 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.

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
  • linkedin link

Robert Schermerhorn

CFP®

Wealth Advisor

Specialties: Asset Allocation, Investment Management, Retirement

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

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
CONNECT WITH Robert
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