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405 Financial Planners in New York
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Michael S. Frontera

CFP®, RICP®, ChFC®

Specialties: Comprehensive Financial Planning, Retirement

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

Retirement Theory

2452 State Route 9, Ste. 204
Malta, NY 12020
(518) 667-2022
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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

Christopher N. Congema

CFP®

Principal

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

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

Landmark Wealth Management, LLC

900 Walt Whitman Rd, Ste 208
Melville, NY 11747
(631) 923-2486

Edmund J. Agresta, III

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

Financial Advisor serving New York and the surrounding communities.

Morgan Stanley

399 Park Ave, 12th Fl
New York, NY 10022
(212) 893-6406

Kenneth Nuttall

CFP®

Chief investment Officer

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.

575 Fifth Avenue, Floor 14
New York, NY 10017
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(212) 328-1762
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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

Travis Edward Kellman

MSFP,CFP®,CRPC®,EA

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.

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
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Robert E. Kloss

CFP®, JD

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

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

ClearPlan Financial Inc.

6470 New Taylor Road
Orchard Park, NY 14127
(716) 312-7424

Pamela Capalad

CFP®

Founder & Financial Planner

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

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

Brunch & Budget

100 Bogart Street
Brooklyn, NY 11206
(917) 615-5359
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Howard Kibrick

CFP®

Specialties:

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

Halliday Financial

4 Executive Park Dr.
Clifton Park, NY 12065
(518) 463-2200

Brett A. Koeppel

CFP®

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

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

1207 Delaware Avenue, Suite 110
Buffalo, NY 14209-1459
(716) 362-1182
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Jay Freeberg

CFP®, CPA

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

Financial Advisor serving New York and the surrounding communities.

JRF Asset Advisors, LLC

485 Madison Ave, 9th Fl
New York, NY 10022
(516) 622-0024

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

Robert Kleinman

CFP®

President

Specialties: Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Kleinman Financial Services Inc.

127 Soundview Dr
Port Washington, NY 11050
(516) 944-3643

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
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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

Mark L. Jacobson

CFP®, MBA

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

Ameriprise Financial Services, 399 Knollwood Rd Ste G-10
White Plains, NY 10603-1944
(914) 506-4101

Maxine Johnson

CFP®, MBA

Practitioner

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.

Foresight Personal Financial Planning LLC

216 Glen Eddy Dr
Niskayuna, NY 12309
(508) 728-9454

Lawrence Heller

CFP®, CPA

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.

Heller Wealth Management

445 Broadhollow Road, Ste 208
Melville, NY 11747
(631) 293-2806
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Paul Byron Hill

MFP, ChFC, CFP®

President and CEO

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

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

Professional Financial Strategies Inc.

1159 Pittsford-Victor Rd, Ste 120
Pittsford, NY 14534
(585) 218-9080
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Stephanie G. Carmel

CFP®

Certified Financial Planner®

Specialties:

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

Wealthspire Advisors

Wealthspire Advisors, 521Fifth Avenue
New York City, NY 10175
(212) 973-9264
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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

Stacy Francis

CFP®, CDFA, CES

CEO & President

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

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008
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Arthur J. Springer

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Raymond James

135 Crossroads Park Dr., Ste 104
Woodbury, NY 11797
(631) 351-5003

Jeffrey E. Hahn

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

SC Parker LLC

5892 Main St
Williamsville, NY 14221
(716) 632-6800

Salvatore Bocchimuzzo

CFP®

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

Financial Advisor serving New York and the surrounding communities.

MHV Investment & Retirement Center, 1099 Morton Blvd.
Kingston, NY 12401
(800) 451-8373 x3149
+1 More Number
(845) 336-4444 x3149

Ronald I. Posnack

CFP®, CFS, CMFC

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

Financial Advisor serving New York and the surrounding communities.

The Legend Group

PO Box 1626, 18 Bennett Ln
Stony Brook, NY 11790-0889
(631) 987-5700 C#
+1 More Number
(631) 689-1920

Ronald L. Plaine

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Retirement, Long...More

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

RLP Financial Management

PO Box 1078
Schenectady, NY 12301-1078
(518) 370-4020

Anthony J. DeVito

PhD, 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.

ADV Investment Management

100 South Bedford Road
Mount Kisco, NY 10549
+ 1 More Address

ADV Investment Management

81 Barnard Rd.
New Rochelle, NY 10801-1301

Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510
+ 2 More Addresses

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY

Eagle Tax Planning & Advisory Group

469 De Mott Avenue
Baldwin, NY 11510
(516) 425-7733
CONNECT WITH Raj
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