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344 Financial Planners in New York
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Robert Roback, Jr.

CFP®, CFS

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

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

Luther Forest Wealth Advisors, LLC

2715 Route 9, Ste 101
Malta, NY 12020
(866) 649-3258
+1 More Number
(518) 899-5544

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
  • facebook link
  • linkedin link

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

Robert E. Berard

CFP®

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 Services, LLC

2 Westchester Park Dr, Suite 103
White Plains, NY 10604
(914) 269-6727
CONNECT WITH Robert
  • facebook link

Erin A. Gibbons

CFP®

Executive Director Wealth Management

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving New York and the surrounding communities.

United Asset Strategies

377 Oak Street, Suite 403
Garden City, NY 11530
(516) 222-0021

Dennis D. Coughlin

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

CG Capital

139 Genesee Street
New Hartford, NY 13413
+ 1 More Address

CG Capital

139 Genesee St
New Hartford, NY 13413-2218
(315) 765-6032

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

William E. Bulmer

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Financial Advisor serving New York and the surrounding communities.

6 Cabriolet Ln
Melville, NY 11747
(800) 895-6076
+1 More Number
(631) 367-0196

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

Christopher J. Haigh

CFP®, RICP, DACFP

CEO

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

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

Iconoclastic Capital Management

26 Court St
Brooklyn, NY 11242
+ 1 More Address

Iconoclastic Capital Management

17 Prince St
Rochester, NY 14607
(585) 248-4722
+1 More Number
(585) 504-1616
CONNECT WITH Christopher
  • facebook link
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Ted Stricker

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Bernath & Rosenberg

126 Spruce Street
Cedarhurst, NY 11516-1915
(212) 221-1140 X130
CONNECT WITH Ted
  • 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

Compound Planning, 115 Broadway
New York, NY 10006
+ 1 More Address

Compound Planning

Remote
Port Washington, NY 11050
(516) 341-1690
CONNECT WITH Boyan
  • linkedin link

Michele Welch

CFP®

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.

LPL Financial

400 Post Ave, Suite 101
Westbury, NY 11590
(516) 764-0951
CONNECT WITH Michele
  • linkedin link

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
  • facebook link
  • twitter link
  • linkedin link

Justin Taylor

CFP®

Assistant Vice President

Specialties:

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

Center Street Capital Advisors

485 Madison Ave, FL 6
New York, NY 10022-5876
(973) 475-8107

Fred G. Costantino, Jr.

CFP®

Wealth Manager

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.

S.E.E.D. Planning Group, LLC

3247 Vickery Road
North Syracuse, NY 13212
+ 1 More Address

S.E.E.D. Planning Group, LLC

S.E.E.D. Planning Group
Binghamton, NY 13901
CONNECT WITH Fred
  • facebook link
  • twitter link
  • linkedin link

Robert J. Kovacs

CFP®

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.

Pioneer Wealth Management

652 Albany Shaker Rd
Albany, NY 12211
(518) 407-7769

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

Walter Klisiwecz

MBA, CFP®

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

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

Albany Financial Group

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

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

Jean-Louis G. Tassart

CFP®

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

Financial Advisor serving New York and the surrounding communities.

ICMA-RC

20 W 84th St, Apt 8B
New York, NY 10024
(917) 887-3293

John Marchisotta, Jr.

CFP®, ChFC, AIFA

Managing Partner

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

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

Procyon Partners

225 Broadhollow Rd, Ste 400
Melville, NY 11747
(516) 333-6565

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

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

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

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

Robert L. Miller, Jr.

CFP®

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

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

Miller Gesko

237 Main St, Ste 600
Buffalo, NY 14203
(716) 852-7628

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

Thomas F. Ravert

CFP®

Managing Director

Specialties:

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

Pathway Capital Corp

1 Main Street
Nyack, NY 10960
(845) 376-4035

Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor

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

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

FutureFWD Advisors

122 E 42nd St, Rm 2215
New York, NY 10168-2297
(646) 378-4570