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345 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

Madeline I. Noveck

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Novos Planning Associates Inc

1040 Park Avenue, Apt 3f
New York, NY 10028
(212) 355-1806

David Siegfried

CFP®

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation,...More

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

Financial Advisor Network, Inc.

1111 Route 110, Ste 359
Farmingdale, NY 11735
(631) 226-9046
CONNECT WITH David
  • linkedin link

Alina Miska Carlson

CFP®

Director of Planning

Specialties:

Financial Advisor serving New York and the surrounding communities.

Cannell & Spears LLC

Cannell & Spears LLC, 535 Madison Ave.
New York, NY 10022-4212

Alexandra Rooney

CFP®

Director - Wealth & Estate Advisory

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.

Main Street Research

587 5th Ave, Fl 9
New York, NY 10017-8745
(203) 904-9483
CONNECT WITH Alexandra
  • linkedin link

Charles Sacco

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Louis C. Ciliberti & Associates, Ltd.

980 Old Country Rd
Plainview, NY 11803-4915
(631) 270-1525

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

Judy M. Sescil

CPA/PFS, CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Employee Benefits,...More

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

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Road
Akron, NY 14001
+ 1 More Address

Judy M Sescil CPA/PFS CFP

12526 Buckwheat Rd
Akron, NY 14001
(716) 542-2616

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
  • linkedin link

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

Ron Bernstein

CFP®, EA

Financial Advisor

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

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

305 Melbourne Rd
Great Neck, NY 11021
(516) 384-8772

Timothy A. Riemer

CFP®, MBA, CLTC

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

702 Davison Rd
Lockport, NY 14094
(716) 478-4320

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

Evan S. Wardner

MBA, 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.

LPL Financial, 4063 N Buffalo St
Orchard Park, NY 14127-2448
(716) 667-2066

Tracy L. Sherwood

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.

Sherwood Financial Management

8463 Sheridan Drive
Buffalo, NY 14221
(716) 302-4265
CONNECT WITH Tracy
  • twitter link
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Anthony Sce, III

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Employee Benefits,...More

Financial Advisor serving New York and the surrounding communities.

EIFS

515 Johnson Ave, Ste 201
Bohemia, NY 11716-2630
888-EIFSINFO
+1 More Number
(631) 563-8433

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

Robert Lozzi

CFP®

CERTIFIED FINANCIAL PLANNER Professional

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.

Equitable Advisors

395 N Service Road, Suite 206
Melville, NY 11747
(631) 385-5244

William B. Burns, Jr.

CFP®,CLU,ChFC,REBC,C

CFP

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

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

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830
(607) 937-9282

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

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

26 S Greely Ave
Chappaqua, NY 10514
+ 1 More Address

Financial Asset Management Corporation

295 Madison Ave
New York, NY 10017
(914) 238-8900
CONNECT WITH Viktoria
  • linkedin link

Douglas J. Licari

CFP®,CLU,ChFC,CASL,C

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

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

Blue Ocean Wealth Solutions

2200 Northern Blvd., Ste 200
East Hills, NY 11548
(516) 695-3123

Dean Stephens

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

3280 SUNRISE HWY STE 393
WANTAGH, NY 11793
(516) 241-3417

Edward Downey

CFP®

Partner

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

Financial Advisor serving New York and the surrounding communities.

Downey, Haab & Murphy, PLLC

87 Main St, PO Box 663
Millerton, NY 12546
(518) 789-4442

James T. Englert

CFP®

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.

High Falls Advisors, Inc.

180 S. Clinton Avenue, Suite 300
Rochester, NY 14604
(585) 935-8508

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

Michael P. Derrenbacher

CFP®

President

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

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

Lake Grove Tax Preparation and Advisory Services

4 Valmont Court
Lake Grove, NY 11755
(631) 513-5021

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

Amanda L. Herrick Smith

CFP®

Senior Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

John G. Ullman & Associates, Inc., PO Box 1424
Corning, NY 14830
(607) 936-3785