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350 Financial Planners in New York
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Marie S. Norkett

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.

SageView Advisory Group

6702 Buckley Rd, Suite 105
North Syracuse, NY 13212
(315) 471-2672

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

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
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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

David A. Lasco

CFP®, CRPC®

Financial Advisor

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

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

Ameriprise Financial

100 Summit Lake Drive, Suite 150
Valhalla, NY 10595
(914) 747-0200
CONNECT WITH David
  • facebook link
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Karen B. Meriwether

CFP®

Senior Vice President

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

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785

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
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Susan Schell

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Generations Planning Group, LLC

2020 Western Avenue
Albany, NY 12203
(518) 387-3100

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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Edward P. Yetsko

CFP®, RMA,AIF, CSRIC

Senior Wealth Advisor

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

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

AspireQuest Wealth Advisors Group at William Joseph Capital Management, Inc.

PMB 149, 3439 Vestal Pkwy E
Vestal, NY 13850-2147
(877) 870-9939
CONNECT WITH Edward
  • facebook link
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Yongyao Zhao

CFP®, ChFC®, RICP®

CEO

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.

Ocean Producers Group, Inc.

120 Madison St Ste 810
Syracuse, NY 13202
(315) 396-0083

Frank Anthony Riolo

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Riolo Financial Group

254 South Main Street, Suite 406
New City, NY 10956
(845) 478-6611

Matt Lechner

CFP®

Financial Planner

Specialties:

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

Layline Advisors

19 Prince St., 3rd Floor
Rochester, NY 14607
(585) 210-9208

Scott Sanders

CFP®,CFS,CPA,PFS,CGM

President

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

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

Wealth Advisory LTD

175 Broadhollow Rd, Ste 197
Melville, NY 11747
(631) 923-3153
CONNECT WITH Scott
  • linkedin link

Clarke D. Hedrick

CFP®

President

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

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

Pivotal Financial Services, Inc.

18 Linford Ln
Melville, NY 11747-1326
(631) 486-8128

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

Timothy A. Riemer

CFP®, MBA, CLTC

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

702 Davison Rd
Lockport, NY 14094
(716) 478-4320

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

Leo G. O'Connor, Sr.

CFP®

Wealth Management Advisor

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

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

Visions Wealth Management

33 Riverside Dr
Binghamton, NY 13905
(800) 295-4177
+1 More Number
(607) 770-3800

Ronald K. Stein

CFP®

CFP

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

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

Good Harvest Financial Group, Inc

164 Flower Hill Rd
Huntington, NY 11743
(631) 423-6501

Susan Silverman Quigley

CFP®

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.

Avantax

8 Yale St
Garden City, NY 11530
(516) 354-3334
CONNECT WITH Susan
  • facebook link
  • twitter link
  • linkedin link

Douglas J. Licari

CFP®,CLU,ChFC,CASL,C

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

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

Blue Ocean Wealth Solutions

2200 Northern Blvd., Ste 200
East Hills, NY 11548
(516) 695-3123

Brett J. Testerman

CFP®

Account Manager

Specialties: Investment Management, Retirement

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

Excomp Asset Management

425 Broadhollow Road, Ste 318
Melville, NY 11747
(631) 465-9670

Mark A. Badami

CFP®

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

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

1393 Veterans Memorial Highway, Suite 307
Hauppauge, NY 11788
15163591945

Bruce L. Carrow

CLU, ChFC, CFP®

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

Financial Advisor serving New York and the surrounding communities.

CIG of WNY

9861 Holland Glenwood Rd
Glenwood, NY 14069
(716) 941-3907

Timothy R. Sobolewski

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k...More

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

The Financial Planning Center

Snyder Square North, 4511 Harlem Rd
Amherst, NY 14226
(716) 240-4304
CONNECT WITH Timothy
  • linkedin link

Bryan J. Parmley

CFP®, AIF

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

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

Financial Visions Group

Cadaret Grant & Company, 7240B Lakeshore Rd
Cicero, NY 13039-8701
(315) 218-1400

Sandra J. Grinspan

CFP®

Executive VP

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

Financial Advisor serving New York and the surrounding communities.

North Ridge Wealth Planning

1895 Walt Whitman Rd, Ste 6
Melville, NY 11747
(800) 672-2748
+1 More Number
(631) 420-4242