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350 Financial Planners in New York
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Timothy E. Casserly

CFP® JD

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

Financial Advisor serving New York and the surrounding communities.

Burke & Casserly, P.C.

255 Washington Ave Ext, Ste 104
Albany, NY 12205-5533
(518) 452-1961

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

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

Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

500 N Broadway, Ste 144
Jericho, NY 11753
(516) 797-7590

Robert E. Mathias

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Robert E Mathias

40 Radio Circle Drive, Suite 4
Mt Kisco, NY 10549
(914) 729-0230

Donald C. Reutemann

CFP®, RPA, AIF®

Financial Planner

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.

NPA Financial, LLC

1407 Route 9, Bldg 4
Clifton Park, NY 12065
+ 1 More Address

NPA Financial, LLC

11 Biscayne Drive
Latham, NY 12110
(518) 612-1054
CONNECT WITH Donald
  • linkedin link

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

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

Michael C. Angelucci

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Retirement

Financial Advisor serving New York and the surrounding communities.

Level Financial Advisors

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
+ 1 More Address

Level Financial Advisors

4535 Southwestern Blvd
Hamburg, NY 14075
(716) 634-6113

Caragh D. Fahy

CFP®

Certified Financial Planning Practitioner

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

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

Madison Financial Planning Group

525 Plum Street, Suite 101
Syracuse, NY 13204
(315) 870-3703

William T. Sullivan

CFP®

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.

William T Sullivan CFP/LPL

5 Hatfield Ln, Ste 2B
Goshen, NY 10924
(845) 294-0785

Cheryl M. Taylor

CFP®

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

Financial Advisor serving New York and the surrounding communities.

40 Scenic Cir.
Rochester, NY 14624
(585) 350-5562

Michael S. Ryan

CFP®

President

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

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

Marathon Mission Wealth Management

930 Albany Shaker Road, Suite 104
Latham, NY 12110
(518) 689-0773

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

Kevin Newman

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Newman & Associates

PO Box 1259
Clifton Park, NY 12065
(518) 209-4901

Michael Powsner

CFP®,CPA/PFS

Founder

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

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

Upstart Wealth Management

745 5th avenue, #500
New York, NY 10151
(415) 549-0646

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

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.

12 East 49th St, Floor 14
New York, NY 10017
+ 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

Eric J. Dostal, Esq.

CFP®

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

Fee Only Financial Advisor serving 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
  • linkedin link

John E. Baringer, Jr.

CFP®

Certified 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.

Ameriprise Financial Services, LLC

25 Clinton Ave
Cortland, NY 13045
(800) 753-6785
+1 More Number
(607) 753-6785

Lee Rosenberg

CFP®

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

Financial Advisor serving New York and the surrounding communities.

American Investment Planners, LLC

500 N Broadway, Ste 260
Jericho, NY 11753-2128
(516) 932-5130

Kevin J. Brady

CFP®

Vice President, Advisor

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

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

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3638
CONNECT WITH Kevin
  • twitter link
  • linkedin link

Liz Frazier Peck

CFP®

Financial Planner

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

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

Frazier Financial Consultants

97 Allison Rd
Katonah, NY 10536
(704) 907-9504

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

Alexandra Shepis

CFP®, CDFA®

Lead Advisor

Specialties: Comprehensive Financial Planning

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

Francis Financial, Inc.

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

Tipiwa Walker

CFP®, MBA

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.

Lucre Advisory, LLC

97 N 10th Street, #2A
Brooklyn, NY 11249

Jon Connell

CFP®, CPWA®

Financial Advisor

Specialties:

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

Edward Jones

2452 US RTE 9, STE 103
MALTA, NY 12020
(518) 899-0156

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

38 Ivy Drive
Jericho, NY 11753
+ 1 More Address

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY
CONNECT WITH Raj
  • linkedin link

David A. Frisch

CPA, PFS, CFP®

President

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

Fee Only Financial Advisor serving 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

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving 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