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59 Financial Planners in New York, New York
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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

Jeffrey M. Golden

CFP®

3.08 Miles

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

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

Circle Advisers, Inc.

420 Lexington Ave, Rm 2500
New York, NY 10170-0020
(212) 885-4204
CONNECT WITH Jeffrey
  • linkedin link

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

Marc V. Milic

CFP®

Partner 3.34 Miles

Specialties: Investment Management

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

Douglas C. Lane & Associates

885 Second Avenue, 42nd Floor
New York, NY 10017
(212) 262-7670

G. Martin Poole

MBA, CFP®, RFC®

Financial Strategist 0.45 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.

HFH Planning Inc.

82 Nassau Street, #60593
New York, NY 10038
(212) 402-5444
CONNECT WITH G. Martin
  • facebook link
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Carol O'Rourke

CFP®

Partner 3.72 Miles

Specialties: Budget & Debt Management, Attending College, Buying a Home, Asset Allocation, Mutual Funds...More

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

SHOR Financial Wellness

25 Sutton Place South, Apt 17H
New York, NY 10022
(917) 902-0685

Brian Cummins

CFP®

3.26 Miles

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

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

Joel Isaacson & Co, LLC

546 5th Ave, 20th Flr
New York, NY 10036
(212) 302-6300

Maura Griffin

CFP®, MBA

CEO and Principal 2.2 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving...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
  • facebook link
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Timothy S. Hamilton

CFP®, CIMA®

Managing Director 136.76 Miles

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

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

Compound Planning

215 W 21st St
New York, NY 10011-3111
(651) 349-9997

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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Sarrah Samraoui

CFP®,CDFA®,CTS,CES

190.47 Miles

Specialties:

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

FutureFWD Advisors

122 East 42nd Street, Suite 2215
New York, NY 10068

Alina Parizianu

CFP®, RICP®

Financial Planner 7.04 Miles

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

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

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027
(212) 870-8060
CONNECT WITH Alina
  • linkedin link

Eric J. Dostal, Esq.

CFP®

2.94 Miles

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

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

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3621
CONNECT WITH Eric
  • twitter link
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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

Richard P. Kass

CFP® AIF

President 3.11 Miles

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

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

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

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

Ross J. Natoli

CFP®

3.12 Miles

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

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

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

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
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Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor 3.47 Miles

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

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

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

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

Viktoria Kamin

CFP®

Principal & Senior Financial Planner 2.93 Miles

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

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

Financial Asset Management Corporation

295 Madison Ave, 12th Floor
New York, NY 10017
+ 1 More Address

Financial Asset Management Corporation

26 S Greely Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link

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