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372 Financial Planners in New York
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Larry Luxenberg

CFA, CFP®

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.

Lexington Avenue Capital Management

10 Rugby Rd
New City, NY 10956
(845) 708-5306

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

Christopher Pollard

CFP®

Principal

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

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

Great Path Planning

10 Matthews Street, Lower Level
Goshen, NY 10924
+ 1 More Address

Great Path Planning

400 Rella Blvd
Suffern, NY 10901-8114
(845) 397-7284

Lynn E. Barnes

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Kellman Barnes Financial Planning

1473 Erie Blvd, Ste 202
Schenectady, NY 12305-2168
(518) 372-5500

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

445 Broadhollow Rd, Ste 215
Melville, NY 11747-3601
+ 1 More Address

Frisch Financial Group

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

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

Erin A. Gibbons

CFP®

Senior Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving New York and the surrounding communities.

United Asset Strategies

377 Oak Street, Suite 403
Garden City, NY 11530
(516) 222-0021

Gerard Simonelli

CFP®,APMA,CDFA, ChFC

Financial Advisor

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

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

Ameriprise Financial

390 N Broadway, Ste 240
Jericho, NY 11753
(516) 231-1000

Karen B. Meriwether

CFP®

Senior Vice President

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

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785

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

Boyan Doytchinov

MBA, CFA, CFP®

Director of Financial Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Snyder Capital Management, 1733 N Ocean Ave
Medford, NY 11763-2606
(631) 289-4224

Scott Townsend

CFP®

Associate Advisor

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

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

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785
CONNECT WITH Scott
  • linkedin link

Audrey Emerson

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Cultivating Wealth

41 Schermerhorn St. #147
Brooklyn, NY 11201
+ 1 More Address

Cultivating Wealth

Remote
Bellingham, WA 98225
(646) 693-7451
CONNECT WITH Audrey
  • linkedin link

Jennifer Hatch

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
+ 1 More Address

Christopher Street Financial

475 Park Ave S
New York, NY 10016
(800) 262-6644

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

Viktoria Kamin

CFP®

Principal & Senior Financial Planner

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

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

Financial Asset Management Corporation

295 Madison Ave, 12th Floor
New York, NY 10017
+ 1 More Address

Financial Asset Management Corporation

26 S Greely Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link

Katherine M. Connors

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

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

KC Wealth Management LLC

80 Orville Drive, Suite 100
Bohemia, NY 11716
(631) 256-4680

Clifford Michaels

CFP®, MBA

President

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.

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

Robert E. Mathias

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Robert E Mathias

40 Radio Circle Drive, Suite 4
Mt Kisco, NY 10549
(914) 729-0230

Michael A. Ryan

CFP®

Vice President

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

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

Marshall & Sterling Wealth Advisors

PO Box 3128
Kingston, NY 12402
(845) 554-1046 x2751

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) 771-5277

Lisa Queeney

CFP®, CRC®

Vice President - Investments

Specialties: Investment Management, Long-term Care

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

Morgan Stanley

7 Church St
Gloversville, NY 12078
(518) 752-3188

Gregory D. Stewart

CFP®, ChFC, CLU

President

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.

Stewart Advisory Services, Inc.

2205 College Ave
Elmira, NY 14903
(607) 215-4992

Rebecca A. Lerner

CFP®,CRPC

Vice President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Merrill Lynch

225 Liberty Street, 40th Floor
New York, NY 10281
(212) 236-5583

Lawrence D. Sprung

CFP®

Founder, Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Mitlin Financial Inc.

140 Adams Ave, Ste B12
Hauppauge, NY 11788-3618
(866) 4-MITLIN
+1 More Number
(631) 952-4466

Mary Beth H. Hofmeister

CFP®

Financial Advisor and Branch Manager

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.

Sage Financial Associates

16 Sage Estate, Ste 206
Albany, NY 12204
5184625350 x4

Stephen P. Donella, Jr.

CFP®

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.

SPD Associates

4500 Pewter Ln, Bldg 5
Manlius, NY 13104
(315) 682-3532

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
  • twitter link
  • linkedin link

Kenneth J. Graci

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Securities America

66 East Blvd
Rochester, NY 14610
(585) 645-5195

Randy L. Zeigler

CFP®, CPWA, ChFC

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.

Ameriprise Financial Services, LLC

97 W Utica St
Oswego, NY 13126
(315) 342-1227