Find a Financial Planner in
Within of
346 Financial Planners in New York
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

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

Maxine Johnson

CFP®, MBA

Practitioner

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.

Foresight Personal Financial Planning LLC

216 Glen Eddy Dr
Niskayuna, NY 12309
(508) 728-9454

Paul B. Kieffer

CFP®,CPA/PFS,CLU,CAP

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

Financial Advisor serving New York and the surrounding communities.

Key Private Bank

225 SHADY GROVE DRIVE
EAST AMHERST, NY 14051
(716) 525-7216

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

Nicholas Cava

CFP®

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

Financial Advisor serving New York and the surrounding communities.

51 McGaw Ave
Lake Grove, NY 11755-2022
(631) 467-2211 x227

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

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

Jennifer L. Jurek

CFP®

Registered Representative

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

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

Sgroi Financial

965 Union Rd
Buffalo, NY 14224
(800) 989-6710
+1 More Number
(716) 674-6700

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

Timothy D. Atkinson

CFP®

President

Specialties: Investment Management, Employee Benefits, Retirement

Financial Advisor serving New York and the surrounding communities.

Excomp Asset Management

425 BroadHollow Rd, Ste 318
Melville, NY 11747
(631) 465-9670

F. Michael Zovistoski

CPA, CFP®

Specialties: Attending College, Annuities, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving New York and the surrounding communities.

UHY Advisors New York, Inc.

4 Tower Place, 7th Floor, Executive Park
Albany, NY 12203
(518) 449-3166

Michael D. Kresh

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Creative Wealth Management LLC

1377 Motor Pkwy, Ste 205
Islandia, NY 11749-5258
(631) 232-9170

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

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

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

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.

31 Hudson Yards, 10th Floor, Suite 55
New York, NY 10001
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
  • facebook link
  • twitter link
  • linkedin link

Paul J. Coleman, III

CFP®, RICP®

Founder / Financial Planner

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

Robert Braglia

CFP®

President

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.

American Financial & Tax Strategies, Inc

1650 Broadway, Suite 1405
New York, NY 10019
(212) 315-0345
CONNECT WITH Robert
  • facebook link
  • twitter link
  • youtube link

David R. Haahr

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment...More

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

Reagan Companies

443 N Franklin Street, Suite 220
Syracuse, NY 13204
(315) 673-2094

Thomas M. McGrath

CFP®

Wealth Advisor

Specialties: Annuities, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance,...More

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

Focus Partners Wealth

3 Atrium Dr Ste 265
Albany, NY 12205-1491
(518) 482-5777

Howard Ross

CFP®

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

Financial Advisor serving New York and the surrounding communities.

12 Ann Dr
Syosset, NY
(516) 358-3861

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
  • facebook link
  • twitter link
  • linkedin link

Paul Pombo

CFP®, CPA

President

Specialties: Budget & Debt Management, Business Taxes, Corporate Finance, Estate Planning

Financial Advisor serving New York and the surrounding communities.

Paul Pombo CPA, PC

968 Thompson Dr
West Bay Shore, NY 11706
(631) 669-8074

Marian B. White

CFP®, AIF®

Wealth Management Director

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

Financial Advisor serving New York and the surrounding communities.

Birchfield Partners LLC

120 White Plains Rd, Ste 112
Tarrytown, NY 10591
(914) 893-4533

Dean J. Ripley

CFP®

Founder

Specialties:

Financial Advisor serving New York and the surrounding communities.

GROW Wealth Partners

81 State Street, Phoenix
Phoenix, NY 13135
(315) 695-6367

Kevin P. Hegarty

CFP®, CFA®

Founder

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

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

Hegarty Advisors, LLC

1461 Franklin Ave
Garden City, NY 11530
(516) 280-2323
CONNECT WITH Kevin
  • linkedin link

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

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

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

Dennis D. Coughlin

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CG Capital

139 Genesee St
New Hartford, NY 13413-2218
+ 1 More Address

CG Capital

139 Genesee Street
New Hartford, NY 13413