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350 Financial Planners in New York
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Elke B. Mariotti

CFP®, CDFA, Realtor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Getting...More

Financial Advisor serving New York and the surrounding communities.

Signature Premier Properties

174 Corey Pl
Huntington Station, NY 11746
(631) 523-1077

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

Deva Panambur

CFP®, CFA®, EA

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.

Sarsi, LLC

420 Lexington Boulevard, Suite 300
New York, NY 10170
+ 1 More Address

Sarsi, LLC

25 Ave at Port Imperial
West New York, NJ 07093-8306
(212) 634-4454
CONNECT WITH Deva
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Matthew G. Ricks

CFP®

Specialties: Comprehensive Financial Planning, Special Needs

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

Haystack Financial Planning

233 E 69th St
New York, NY 10021
(917) 409-7878
CONNECT WITH Matthew
  • facebook link
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Alana Stone

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Investment Management,...More

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

Heydorn Stone Capital Management, LLC

2039 Palmer Ave, Ste 202
Larchmont, NY 10538-2483
(914) 752-5300
CONNECT WITH Alana
  • linkedin link

Jennifer Weber

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.

Weber Asset Management

3000Marcus Avenue, 3E10
New Hyde Park, NY 11042
(516) 326-3299

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

Kevin Sullivan

CFP®

Partner & Advisor

Specialties:

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

Rialto Wealth Management

126 North Salina St, Suite 330
Syracuse, NY 13202
(315) 992-6507

Ross J. Natoli

CFP®

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

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

546 5th Ave, Fl 22
New York, NY 10036-5008
(212) 302-6300

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

David Rosenstrock

CFP®, MBA

Director

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

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

Wharton Wealth Planning

3 Columbus Cir, Fl 15
New York, NY 10019-8716
+ 1 More Address

Wharton Wealth Planning

150 Washington Ave
Santa Fe, NM 87501-2038
(646) 450-7021

Scott Laffie

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

Mark A. Cirelli

MBA, CPA, PFS, CFP®

Prresident

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.

North Shore Wealth Management Advisors, Inc.

One World Trade Center, 85th Floor
New York, NY 10007
(212) 877-8700
CONNECT WITH Mark
  • facebook link
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Dennis J. Hebert

CFP® MSFS AEP AIF

Financial Planner

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning,...More

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

212 3rd Street
Liverpool, NY 13088
(315) 427-5999

Jennifer Hatch

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
+ 1 More Address

Christopher Street Financial

475 Park Ave S
New York, NY 10016
(800) 262-6644

Thomas M. Rooney

EA, CLU, CFP®

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

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

Rooney, Schmidt and Associates Inc.

101 Hillside Ave, Ste B
Williston Park, NY 11596-2334
(516) 742-5680

Charles Benway

CPA, CFP®

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

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

Main Street Financial, LLC

550 Mamaroneck Ave., Suite 402
Harrison, NY 10528
(914) 698-8303

Raj Prashad

CFP®, EA, ChFC, CLU

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

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

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY
+ 1 More Address

Eagle Tax Planning & Advisory Group

38 Ivy Drive
Jericho, NY 11753
(718) 441-7011
CONNECT WITH Raj
  • linkedin link

Amy Jo Lauber

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Getting...More

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

Lauber Financial Planning

3976 Seneca St
West Seneca, NY 14224
(716) 430-1634

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

David A. Schneider

CFP®

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.

Schneider Wealth Strategies

41 Madison Avenue, Floor 31
New York, NY 10010
(800) 461-3283
+1 More Number
(212) 924-2290
CONNECT WITH David
  • linkedin link

Eduard D. Yankovich

CPA, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Retirement

Financial Advisor serving New York and the surrounding communities.

Monroe Capital, LLC

1436 E 15th St
Brooklyn, NY 11230
(212) 845-5041

Christopher Zarra

CFP®, ChFC®, CFS®

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.

Zarra Wealth Management

400 Post Ave, Ste 101
Westbury, NY 11590-2254
(516) 764-0951
CONNECT WITH Christopher
  • facebook link
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Gabriel J. Markiz

CFP®, CPA/PFS

Specialties: Comprehensive Financial Planning, Business Taxes, Asset Allocation, Estate Planning,...More

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

Portland Financial Advisors, Inc.

159 Harbor View Dr
Port Washington, NY 11050-4705
(503) 805-3485

William R. Collins, IV

CFP®, CPM®, CRPC®

Senior Vice President, Director of Business Strategy

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.

Morgan Stanley Wealth Management

2000 Westchester Avenue, 1NC
Purchase, NY 10577
(914) 225-9984
CONNECT WITH William
  • linkedin link

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

Joseph M. Favorito

CFP®

Financial Planner & Managing Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Mutual Funds,...More

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

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747
(631) 930-5336

Christina M. Michalczak

CFP®

Financial Planner

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.

Waterford Advisors LLC

3858 N Buffalo St Ste 2
Orchard Park, NY 14127-1840
(716) 580-3906

Randy L. Zeigler

CFP®, CPWA, ChFC

Private Wealth Advisor

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.

Ameriprise Financial Services, LLC

97 W Utica St
Oswego, NY 13126
(315) 342-1227