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61 Financial Planners in New York, New York
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Karen C. Altfest

Ph.D. CFP®

Principal Advisor 3.73 Miles

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

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

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Karen
  • linkedin link

Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

21.68 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

Old Castle Financial Advisors

30 VESEY ST, FL 9
New York, NY 10007-4201
(516) 394-2514

Sebastian Triscari

MBA, CFP®

3.85 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

Genesis Financial Sevices

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

Clifford Michaels

CFP®, MBA

President 2.83 Miles

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

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

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

Nicole Francis

CFP®

3.96 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

Hudson Advisory Group, LLC

276 5th Ave, Rm 405
New York, NY 10001
(212) 777-8393

Jennifer Hatch

CFP®

2.48 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

Christopher Street Financial

475 Park Ave S, Ste 2100
New York, NY 10016
+ 1 More Address

Christopher Street Financial

311 North Broadway
Upper Nyack, NY 10960
(800) 262-6644
+1 More Number
(212) 405-1605

Jean-Louis G. Tassart

CFP®

0.35 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

ICMA-RC

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

Rebecca A. Lerner

CFP®,CRPC

Managing Director 0.5 Miles

Specialties:

Financial Advisor serving New York, New York and the surrounding communities.

Merrill Lynch

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

Stacy Francis

CFP®, CDFA, CES

CEO & President 0.68 Miles

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

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008
CONNECT WITH Stacy
  • facebook link
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Arthur Dolega

CFP®

7.42 Miles

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

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

Vision Financial Planning

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

Jeffrey L. Birnbaum

CFP®, EA

Financial Planner 5.42 Miles

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career...More

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

On Point Financial Group LLC

140 Riverside Drive
New York, NY 10024
(212) 874-1790
CONNECT WITH Jeffrey
  • linkedin link

Maura Griffin

CFP®, MBA

CEO and Principal 2.2 Miles

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

Fee Only Financial Advisor serving New York, 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
  • linkedin link

Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor 3.13 Miles

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

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

FutureFWD Advisors

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

Kenneth Nuttall

CFP®

Chief investment Officer 3.25 Miles

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

Commission and Fee Financial Advisor serving New York, 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
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Douglas A. Boneparth

CFP®, MBA

Financial Advisor | President 0.32 Miles

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

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

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
(212) 390-1161
CONNECT WITH Douglas
  • facebook link
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  • youtube link

Kristopher Venne

CFP®

Director of Wealth Management 2.91 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York, New York and the surrounding communities.

Ritholtz Wealth Management

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

Madeline I. Noveck

CFP®

3.26 Miles

Specialties:

Financial Advisor serving New York, New York and the surrounding communities.

Novos Planning Associates Inc

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

Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal 3.73 Miles

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

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

Altfest Personal Wealth Management

445 Park Ave, 6th Flr
New York, NY 10022
(212) 406-0850
CONNECT WITH Lewis
  • linkedin link

Kevin J. Donnelly

CFP®

5.19 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

KJ Donnelly Planning LLC

111 East 85th St, Ste 14C
New York, NY 10028
(212) 996-3535

Ben Lipschitz

CLU,ChFC,CFP®

2.9 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

David Flores Wilson

CFA, CFP®, CEPA

Managing Partner 1.61 Miles

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

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

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
  • facebook link
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Boyan Doytchinov

MBA, CFA, CFP®

SVP & Wealth Advisor 0.47 Miles

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

Financial Advisor serving New York, 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

Alina Miska Carlson

CFP®

Director of Planning 2408.5 Miles

Specialties:

Financial Advisor serving New York, New York and the surrounding communities.

Cannell & Spears LLC

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

Alexandra Shepis

CFP®, CDFA®

Lead Advisor 0.68 Miles

Specialties: Comprehensive Financial Planning

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008

Alexandra Rooney

CFP®

Director - Wealth & Estate Advisory 3.29 Miles

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

Fee Only Financial Advisor serving New York, 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

Mark A. Cirelli

MBA, CPA, PFS, CFP®

Prresident 0.39 Miles

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

Commission and Fee Financial Advisor serving New York, 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
  • twitter link
  • linkedin link

Harrison Cleve McQuaig

CFP®

Senior Wealth Advisor 5.03 Miles

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

Financial Advisor serving New York, New York and the surrounding communities.

Rothschild Capital Partners

5 E 82nd St Fl 3
New York, NY 10028
(212) 931-5303

Edmond Sayegh

CFP®

3.48 Miles

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

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

1285 Avenue of the Americas, Fl 17
New York, NY 10019
(212) 713-3022
CONNECT WITH Edmond
  • linkedin link

David A. Frisch

CPA, PFS, CFP®

President 2.92 Miles

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

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

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 2 More Addresses

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607
(212) 983-8444

Shawn P. Gallagher

CFP®, CRPC

Principal & Wealth Advisor 3.13 Miles

Specialties: Comprehensive Financial Planning

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

Frisch Financial Group

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
+ 1 More Address

Frisch Financial Group

445 Broadhollow Rd
Melville, NY 11747-3601
(212) 983-8444