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346 Financial Planners in New York
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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

Douglas A. Boneparth

CFP®, MBA

Financial Advisor | President

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

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

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
(212) 390-1161
CONNECT WITH Douglas
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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

Paul J. Coleman, III

CFP®

Financial Planner/Founder

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

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

Free Time Financial

5259 Ellicott Rd
Orchard Park, NY 14127-3373
(716) 961-6780

Richard P. Kass

CFP® AIF

President

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

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

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

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

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

Kevin Brady

CFA®, CFP®

Partner

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

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

Long Run Wealth Advisors, LLC

55 Barn Rd, Ste 206
Lake Placid, NY 12946-1051
(518) 523-8050
CONNECT WITH Kevin
  • facebook link

Mark Vaimberg

CFP®

Certified Financial Planner

Specialties: Attending College, Estate Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving New York and the surrounding communities.

Mark Vaimberg, CFP

225 Wireless Blvd, Ste 103
Hauppauge, NY 11788-3914
(631) 232-1700

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

Alexandra Shepis

CFP®, CDFA®

Lead Advisor

Specialties: Comprehensive Financial Planning

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

Adam W. Robert

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Clute Wealth Management

152 Tom Miller Rd
Plattsburgh, NY 12901-6425
+ 1 More Address

Clute Wealth Management

1233 Shelburne Rd
South Burlington, VT 05403-7733
(518) 561-5707
CONNECT WITH Adam
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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

Michael B. Cooper

CPA/PFS®,CFP®

Private Wealth Advisor

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.

Amerprise Financial LLC

Ameriprise Financial Services LLC, 530 5th Ave-10th FL.
New York, NY 10036-5114
(917) 472-2669
CONNECT WITH Michael
  • linkedin link

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

Boyan Doytchinov

MBA, CFA, CFP®

SVP & Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Compound Planning

Remote
Port Washington, NY 11050
+ 1 More Address

Compound Planning

Compound Planning
New York, NY 10006
(516) 581-9459
CONNECT WITH Boyan
  • linkedin link

Erika Safran

CFP®

Principal, Wealth Manager

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.

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

Timothy P. Graney

CFP®

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

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

Graney and King

623 New Loudon Rd
Latham, NY 12110
(800) 992-0208
+1 More Number
(518) 785-6400 x12

Doreen J. Haller

CFP®,CRPC

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.

DJH Enterprises, Ltd

1895 State Route 65
Honeoye Falls, NY 14472-9107
(585) 732-7545

Leo G. O'Connor, Sr.

CFP®

Wealth Management Advisor

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

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

Visions Wealth Management

33 Riverside Dr
Binghamton, NY 13905
(800) 295-4177
+1 More Number
(607) 770-3800

Cynthia Becher

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Wise Philanthropy

9 EAST PLACE
SUFFERN, NY 10901
(914) 261-5761

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

Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director

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.

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2
Wilton, NY 12831
(518) 725-6111
CONNECT WITH Neal
  • linkedin link

Jason D. Nickerson

CFP®, EA

Account Executive

Specialties: Comprehensive Financial Planning, Investment Management

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

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

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

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

Luesink Stenstrom Financial

475 Park Ave S, Ste 2100
New York, NY 10016
212-405-1609

G. Martin Poole

MBA, CFP®, RFC®

Financial Strategist

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

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

HFH Planning Inc.

82 Nassau Street, #60593
New York, NY 10038
(212) 402-5444
CONNECT WITH G. Martin
  • facebook link
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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