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345 Financial Planners in New York
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Richard Russo

CFP®, EA

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

Financial Advisor serving New York and the surrounding communities.

Long Island Financial Services Group

629 Route 112, Ste 5
Patchogue, NY 11772
(631) 580-2452

Remo V. Spano

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Investment...More

Financial Advisor serving New York and the surrounding communities.

Spano Advisory Services Inc

960 Route 6
Mahopac, NY 10541
(845) 621-1870

Michael J. Birenbach

CFP®

Owner

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

Financial Advisor serving New York and the surrounding communities.

Orchestral Financial Group Inc.

1404 Sweet Home Rd, Ste 8
Amherst, NY 14228
(716) 691-4288

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

Christopher Zarra

CFP®, ChFC®, CFS®

Private Wealth Advisor

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

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

Zarra Wealth Management

400 Post Ave, Ste 101
Westbury, NY 11590-2254
(516) 764-0951
CONNECT WITH Christopher
  • facebook link
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David A. Fragomeni

CFP®

President

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

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

Fragomeni Financial Management

3257 Route 9, Suite 3
Saratoga Springs, NY 12866
(518) 584-4200

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

930 Albany Shaker Rd, Ste 110
Latham, NY 12110
5184625350 x4

Daniel R. Cuddy

CFP®, CPA

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.

Cuddy Financial Services

7 William Street
Auburn, NY 13021
(315) 252-3600

Grace B. Ghezzi

CPA, CFP®, CFE, AEP®

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

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

Grace B. Ghezzi Consulting, LLC

4617 Setting Sun Terrace
Syracuse, NY 13215
(315) 727-0770

Wen Jie Lin

CFP®

Associate

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

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

Brewster Financial Planning

641 President St, Ste 102
Brooklyn, NY 11215
(646) 249-9880

John F. Tweedy, Jr.

CFP®

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.

Tweedy Financial Services, LLC

26 Huron Rd
Floral Park, NY 11001-4007
(516) 457-3846

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

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

Joyce Streithorst

CFP®, CDFA

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broad Hollow Rd, Suite 215
Melville, NY 11747
(516) 694-7900

Robert Schermerhorn

CFP®

Wealth Advisor

Specialties: Asset Allocation, Investment Management, Retirement

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

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
CONNECT WITH Robert
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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

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

Pat Mahardy

CFP®, AIF®, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, Retirement, Sudden Wealth

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

CenterBridge Planning Group

443 N Franklin St, Ste 215
Syracuse, NY 13204
(315) 760-3361

Robert W. Colley

CFP®, CEBS

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

Financial Advisor serving New York and the surrounding communities.

Cornerstone Financial Advisors

29 Dorothy Ln
Schenectady, NY 12302-5632
(518) 877-8800

Charles Lesko, Jr.

CFP®

President

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.

Lesko Securities, Inc.

53 Chenango St, Centre Plaza 2nd Fl
Binghamton, NY 13901
(607) 724-2421

Ronald S. Palastro

ChFC, CFP®,CLU, AIF®

Founder & CEO

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.

Cobblestone Wealth Advisors

8119 7th Avenue, 2nd Fl
Brooklyn, NY 11228
(718) 633-9500

JoAnn Semeraro

CFP®, CSA

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.

North Ridge Wealth Planning

North Ridge Wealth Planning, 1895 Walt Whitman Rd
Melville, NY 11747-3031
(516) 799-9309

Mary E. Fairchild

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

2280 East Avenue
Rochester, NY 14610
(585) 461-2280

Ross J. Natoli

CFP®

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

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

546 5th Ave, Fl 22
New York, NY 10036-5008
(212) 302-6300

Erik Nero

CFP®,RICP®

Founder & President

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

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

First Step Wealth Planning, LLC

96 Cobble Hill Dr
Gansevoort, NY 12831-2523
(518) 893-1592
CONNECT WITH Erik
  • facebook link
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Scott Laffie

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

Jon Connell

CFP®, CPWA®

Financial Advisor

Specialties:

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

Edward Jones

2452 US RTE 9, STE 103
MALTA, NY 12020
(518) 899-0156

Charles L. Schlapp

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753
(516) 939-2789EXT. 101

Al Faber

CFP®, ChFC®, CLU®

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

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

DIWY Financial Planning

Virtual
Brooklyn, NY 11225-3416

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

4535 Southwestern Blvd, Suite 710A
Hamburg, NY 14075
+ 1 More Address

Level Financial Advisors

9310 Transit Rd
East Amherst, NY 14051-2380
(716) 634-6113