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356 Financial Planners in New York
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Sandra J. Grinspan

CFP®

Executive VP

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

Financial Advisor serving New York and the surrounding communities.

North Ridge Wealth Planning

1895 Walt Whitman Rd, Ste 6
Melville, NY 11747
(800) 672-2748
+1 More Number
(631) 420-4242

Scott Weiss

CFP®, RICP®, CRPC®

Fee-Only Financial Advisor

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

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

Weiss Financial Group

704 Route 6
Mahopac, NY 10541
(845) 621-4700
CONNECT WITH Scott
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Joseph Lindner

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

LPL

652 Albany Shaker Rd
Albany, NY 12211
(518) 730-3140

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.

12 East 49th St, Floor 14
New York, NY 10017
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
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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

Robert E. Berard

CFP®

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 Services, LLC

2 Westchester Park Dr, Suite 103
White Plains, NY 10604
(914) 269-6727
CONNECT WITH Robert
  • facebook link

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

Michael J. Emser

CFP®

CERTIFIED FINANCIAL PLANNER professional

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

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

2306 Wehrle Dr
Williamsville, NY 14221
(716) 633-1999

Ben Lipschitz

CLU,ChFC,CFP®

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

Financial Advisor serving New York and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

Peter Craig

CFP®

Specialties: Comprehensive Financial Planning

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

792 Carman Ave
Westbury, NY 11590-6428
(516) 938-5616
CONNECT WITH Peter
  • facebook link

Michael J. Grand

CFP®, CIMA®, CAIA®

Wealth Advisor, Financial Planner, Financial Advisor, Founder

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

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

REVUP Private Wealth

380 N. Broadway, Suite 206
Jericho, NY 11753
(347) 363-2005
CONNECT WITH Michael
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David D. Mirabito

CLU, ChFC,CFP®, MSFS

Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Mass Mutual

909 W 1st St S, Ste B
Fulton, NY 13069-5051
(315) 592-3145

Corrado Dell'Aglio

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, LLC

1 Suburban Pl
Elmsford, NY 10523-3816
(914) 747-0200 x318

Donald C. Reutemann

CFP®, RPA, AIF®

Financial Planner

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.

NPA Financial, LLC

11 Biscayne Drive
Latham, NY 12110
+ 1 More Address

NPA Financial, LLC

1407 Route 9
Clifton Park, NY 12065
(518) 786-3027
CONNECT WITH Donald
  • linkedin link

James J. Williams

CFP®

CEO & Founder

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

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

Williams Financial, LLC

28 Clinton St, Ste 2
Saratoga Springs, NY 12866-2143
+ 1 More Address

Williams Financial, LLC

PO Box 24
North Bennington, VT 05257-0024
(866) 986-4469
+1 More Number
866-986-4469
CONNECT WITH James
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Sharon A. Kiniry

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Mutual Funds,...More

Commission Financial Advisor serving New York and the surrounding communities.

445 Kenmore Ave
Schenectady, NY 12306-2129
(518) 395-9443

Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

500 N Broadway, Ste 144
Jericho, NY 11753
(516) 797-7590

Dee-Ann R. Fox

CFP®

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

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

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

Stephanie G. Carmel

CFP®, CDFA®, MBA

Certified Financial Planner®

Specialties:

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

Wealthspire Advisors

Wealthspire Advisors, 521 Fifth Avenue
New York City, NY 10175
(212) 973-9264
CONNECT WITH Stephanie
  • linkedin link

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

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

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

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

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 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

Kenneth R. Cerini

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Cerini & Associates, LLP

3340 Veterans Memorial Hwy
Bohemia, NY 11716

Brett J. Testerman

CFP®

Account Manager

Specialties: Investment Management, Retirement

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

Excomp Asset Management

425 Broadhollow Road, Ste 318
Melville, NY 11747
(631) 465-9670

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.

Securities America, Inc.

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

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

Thomas H. Higgins

MS, CFP®

Owner

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

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

Higgins Financial Advisors

6819 Pittsford Palmyra Rd, Ste 100
Fairport, NY 14450-3504
(585) 223-2500

Mark E. Johnson

CFP®

CEO

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

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

MEJ Wealth Advisors LLC

208-10 Cross Island Pkwy, #524
Bayside, NY 11360
(718) 225-4975

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

John G. Miskey, III

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

6622 Main St, Ste 2
Williamsville, NY 14221
(716) 565-3880