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347 Financial Planners in New York
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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

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
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Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, 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.

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Lewis
  • linkedin link

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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Paul L. DeLisio

ChFC, CLU, CFP®, MSF

Owner

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving New York and the surrounding communities.

Main Street Financial

PO Box 3625
Kingston, NY 12402-3625
(845) 339-4885

Robert Hernandez

CFP®

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.

FinPlannerCFP

35-37 36th St Fl 2
Astoria, NY 11106
(866) 506-9336
+1 More Number
(929) 494-7473
CONNECT WITH Robert
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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
  • facebook link
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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

Edward S. Hadad

CFP®

Principal and 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.

Financial Asset Management Corporation

Financial Asset Management Corp, 26 S Greeley Ave
Chappaqua, NY 10514
(914) 238-8900

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

Ting Wang

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Altfest Personal Wealth Management

445 Park Ave, Fl 6
New York, NY 10022-8633
(631) 512-3752

Dennis J. Hebert

CFP® MSFS AEP AIF

Financial Planner

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

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

212 3rd Street
Liverpool, NY 13088
(315) 427-5999

Scott Sanders

CFP®,CFS,CPA,PFS,CGM

President

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

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

Wealth Advisory LTD

175 Broadhollow Rd, Ste 197
Melville, NY 11747
(631) 923-3153
CONNECT WITH Scott
  • linkedin link

Mark A. Carruthers

CFP®

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

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

43 Friend St
Congers, NY 10920
(845) 429-8248

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

Peter T. Palion

CFP®

President

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.

Master Plan Advisory, Inc.

60 E 42nd St, 46th Floor
New York, NY 10165
+ 1 More Address

Master Plan Advisory, Inc.

873 Oyster Bay Rd
East Norwich, NY 11732
(800) 489-8603
+1 More Number
(212) 338-0828

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

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

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

Michele A. Sheridan

CFP®

Director

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

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

Robert W. Baird & Co. Incorporated

555 French Road, Building #2
New Hartford, NY 13413
(800) 950-1130
+1 More Number
(315) 738-4578
CONNECT WITH Michele
  • linkedin link

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

James Lee

CFP®, CRPC®, AIF®

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.

Lee Investment Management

63 Putnam St., Suite 202
Saratoga Springs, NY 12866
(518) 580-0088

Mark A. Colvin

CFP®,ChFC®,CLU®,CKA

Private Wealth Advisor

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.

OakShield Financial Group

5750 Commons Park Dr
East Syracuse, NY 13057
(315) 701-2983
CONNECT WITH Mark
  • facebook link
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Andrew P. Feldman

CFP®, CLU

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

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

Andrew Feldman Associates, Inc.

140 Boardwalk, Unit 604
Longbeach, NY 11561-6928
(516) 750-9722

William R. Collins, IV

CFP®, CPM®, CRPC®

Senior Vice President, Director of Business Strategy

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.

Morgan Stanley Wealth Management

2000 Westchester Avenue, 1NC
Purchase, NY 10577
(914) 225-9984
CONNECT WITH William
  • linkedin link

Timothy R. Sobolewski

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k...More

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

The Financial Planning Center

Snyder Square North, 4511 Harlem Rd
Amherst, NY 14226
(716) 240-4304
CONNECT WITH Timothy
  • linkedin link

Michael D. Kresh

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Creative Wealth Management LLC

1377 Motor Pkwy, Ste 205
Islandia, NY 11749-5258
(631) 232-9170

Michael S. Ryan

CFP®

President

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

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

Marathon Mission Wealth Management

930 Albany Shaker Road, Suite 104
Latham, NY 12110
(518) 689-0773

Carl A. Friedrich

CFP®

Managing Partner

Specialties: Investment Management, Limited Partnerships, Women's Finances

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

Excelsior Investment Advisors

200 Broadhollow Road, Suite 207
Melville, NY 11747
(516) 765-7400

Suzanne Nitzberg

CFP®, CLTC

Certified Financial Planner

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.

15 Squirrel Hill
Roslyn, NY 11576
(917) 754-2379