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348 Financial Planners in New York
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Kevin Newman

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Newman & Associates

PO Box 1259
Clifton Park, NY 12065
(518) 209-4901

Marilyn Stefans

CFP®

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

Financial Advisor serving New York and the surrounding communities.

137 Woodbury Rd
Woodbury, NY 11797
(516) 692-2744

Kristopher Venne

CFP®

Director of Wealth Management

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

Ritholtz Wealth Management

24 W. 40th
New York, NY 10018
(212) 625-1200

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
CONNECT WITH Travis
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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

Anthony Hinds-Fritz

CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™

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

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

Evolution Retirement Solutions, LLC

920 Spencer Street
Syracuse, NY 13204
(315) 450-5014

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 Services, LLC

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

Robert Hernandez

CFP®

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.

FinPlannerCFP

35-37 36th St Fl 2
Astoria, NY 11106
(866) 506-9336
+1 More Number
(929) 494-7473
CONNECT WITH Robert
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Ernest Vorpahl

CFP®

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

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

East End Financial Group

114 North Main Street
East Hampton, NY 11937
(631) 329-9818

Brett A. Koeppel

CFP®

President

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.

Eudaimonia Wealth

1207 Delaware Avenue, Suite 110
Buffalo, NY 14209-1459
(716) 362-1182
CONNECT WITH Brett
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Daniel DiPaola

CFP®

CFP

Specialties:

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

American Portfolios

55 Sully's Trail, 55 Sullys Trl
Pittsford, NY 14534-3701
(585) 641-7903

Amy Michaels

CFP®

Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

925 Lehigh Ave
Vestal, NY 13850
CONNECT WITH Amy
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Michael P. Rapps

JD CFP® AEP®

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

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

Rapps & Associates, PLLC

445 Central Ave., Suite 112
Cedarhurst, NY 11516
(516) 342-3756

Tom Affleck

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Wealth Enhancement Group

1040 Pittsford Victor Rd
Pittsford, NY 14534-3816

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor

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

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

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

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.

12 Mountain Ledge Drive, Suite #2, Suite #2
Wilton, NY 12831
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
CONNECT WITH Neal
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Sebastian Triscari

MBA, CFP®

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

Financial Advisor serving New York and the surrounding communities.

Genesis Financial Sevices

260 madison ave, floor 17
New York, NY 10016
(212) 856-9000 x129

Paul Byron Hill

WMCP, 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
CONNECT WITH Paul
  • linkedin link

Brian A. King

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Brian A. King, CFP

110-45 Queens Blvd, Apt 406
Forest Hills, NY 11375-5502
(212) 481-3603

Ray 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

Mark D. Daviau

CFP®, ChFC, AEP,RFC

Financial Planner

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.

MassMutual New York State

555 French Rd, Suite 202
New Hartford, NY 13413
(315) 734-3635
CONNECT WITH Mark
  • linkedin link

Rebecca A. Lerner

CFP®,CRPC

Managing Director

Specialties:

Financial Advisor serving New York and the surrounding communities.

Merrill Lynch

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

John G. Gigliello

CFP®, AIF, EA, MBA

Financial Planner

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.

Albany Financial Group

80 Wolf Rd, Ste 301
Albany, NY 12205-2608
(518) 786-3300

Arthur Dolega

CFP®

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.

Vision Financial Planning

Vision Financial Planning, 200 Vesey Street
New York, NY 10281
(718) 205-2880

Anthony V. Mancuso

CFP®ChFC

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 Inc.

113 Main St
Batavia, NY 14020
(800) 847-2332
+1 More Number
(585) 343-4551

Dale L. Mullin

CPA, CFP®

Partner

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.

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

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

Kenneth M. Weinstein

CFP®

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

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

Kenneth Weinstein CPA, CFP®

1450 Niagara Falls Blvd, Ste 202
Tonawanda, NY 14150-8440
(716) 837-2525

Sara Stanich

CFP®, CDFA, MBA

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.

Cultivating Wealth

PO Box 5014
Montauk, NY 11954
(646) 693-7451
CONNECT WITH Sara
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Maura Griffin

CFP®, MBA

CEO and Principal

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

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

Blue Spark Capital Advisors

31 Hudson Yards, 11th fl
New York, NY 10001
+ 1 More Address

Blue Spark Capital Advisors

321 Main St
Great Barrington, MA 01230
(212) 537-3999
CONNECT WITH Maura
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