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347 Financial Planners in New York
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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

Marie S. Norkett

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.

SageView Advisory Group

6702 Buckley Rd, Suite 105
North Syracuse, NY 13212
(315) 471-2672

Alina Parizianu

CFP®, RICP®

Financial Planner

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.

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
CONNECT WITH Alina
  • linkedin link

Leyla Z. Morgillo

CFP®

Financial Planner

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

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

Madison Financial Planning Group

525 Plum Street, Suite 101
Syracuse, NY 13204
(315) 870-3703
CONNECT WITH Leyla
  • facebook link
  • linkedin link

John E. Baringer, Jr.

CFP®

Certified Financial Planner

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 Services, LLC

25 Clinton Ave
Cortland, NY 13045
(800) 753-6785
+1 More Number
(607) 753-6785

Barry Cohen

CPA,CFP® CIMA® CPWA®

Sr. Wealth 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.

Mercer Global Advisors

1979 Marcus Ave, Ste 210
Lake Success, NY 11042
(516) 587-0651

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

Nannette Nocon

CFP®,ChFC,CIMA,CLTC

Private Wealth 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.

2024 W Henrietta Rd, Ste 5K
Rochester, NY 14623-1508
(585) 475-9430

Kevin J. Brady

CFP®

Vice President, 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.

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3638
CONNECT WITH Kevin
  • twitter link
  • linkedin link

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

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
  • facebook link
  • linkedin link

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

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

Robert Gargiulo

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.

175 s Wellwood Ave
Lindenhurst, NY 11757
(516) 254-5486

Yongyao Zhao

CFP®, ChFC®, RICP®

CEO

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.

Ocean Producers Group, Inc.

120 Madison St Ste 810
Syracuse, NY 13202
(315) 396-0083

D. Jeffrey Buckley

CFP®

Specialties:

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

Kautz/Buckley Independent Wealth Management

1967 Wehrle Dr, Ste 7
Buffalo, NY 14221-8452
(716) 276-8480

Andrew R. Fox

CFP®

Specialties: Investment Management, Retirement

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

Fox Financial Services Inc

1 Barker Ave 2nd Floor
White Plains, NY 10601
(914) 761-1639

Stanley Lozinski, III

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Comprehensive Financial

86 Carleton Ave
East Islip, NY 11730
(631) 952-8600 x11

Amy Jo Lauber

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Getting...More

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

Lauber Financial Planning

3976 Seneca St
West Seneca, NY 14224
(716) 430-1634

William B. Burns, Jr.

CFP®,CLU,ChFC,REBC,C

CFP

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

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

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830
(607) 937-9282

Attahjundwe Obiajulu

CFP®, CLU, CLTC

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

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

LPL Financial

Gateway Financial Partners/LPL, 102 Bradhurst Ave.
New York, NY 10039
(516) 334-3900

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

John Marchisotta, Jr.

CFP®, ChFC, AIFA

Managing Partner

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

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

Procyon Partners

225 Broadhollow Rd, Ste 400
Melville, NY 11747
(516) 333-6565

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

Ronald M. Lojacono

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management, LLC

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

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

Mark A. Badami

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

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

1393 Veterans Memorial Highway, Suite 307
Hauppauge, NY 11788
15163591945

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

Raymond N. Bergen

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.

LPL

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829
+1 More Number
(718) 896-4829

Christopher N. Congema

CFP®

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.

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747-2507
(631) 923-2486