Find a Financial Planner in
Within of
344 Financial Planners in New York
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

Shawn C. Glogowski

CFP®, EA

Principal

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

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

Note Advisors, LLC

50 Lakefront Boulevard, Suite 215
Buffalo, NY 14202
(716) 256-1682

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.

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
  • twitter link
  • linkedin link

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

Travis Edward Kellman

MSFP,CFP®,CRPC®,EA

CFP

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

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

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
CONNECT WITH Travis
  • facebook link
  • twitter link
  • linkedin link

Gerard Simonelli

CFP®,APMA,CDFA,ChFC

Financial Advisor

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.

Ameriprise Financial Services, LLC

390 N Broadway, Ste 240
Jericho, NY 11753
(516) 231-1000

Barry Cohen

CPA,CFP® CIMA® CPWA®

Sr. Wealth 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.

Mercer Global Advisors

1979 Marcus Ave, Ste 210
Lake Success, NY 11042
(516) 587-0651

Adam C. Morgan

CFP®

Financial 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.

Humble Wealth

2300 Buffalo Rd, Bldg 500A
Rochester, NY 14624
(585) 348-9537
CONNECT WITH Adam
  • twitter link
  • 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

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
  • linkedin link

Alina Miska Carlson

CFP®

Director of Planning

Specialties:

Financial Advisor serving New York and the surrounding communities.

Cannell & Spears LLC

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

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

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
  • twitter link
  • linkedin link

D. Jeffrey Buckley

CFP®

Specialties:

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

Kautz/Buckley Independent Wealth Management

1967 Wehrle Dr, Ste 7
Buffalo, NY 14221-8452
(716) 276-8480

Adam W. Robert

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Clute Wealth Management

152 Tom Miller Rd
Plattsburgh, NY 12901-6425
+ 1 More Address

Clute Wealth Management

1233 Shelburne Rd
South Burlington, VT 05403-7733
(518) 561-5707
CONNECT WITH Adam
  • facebook link
  • twitter link
  • linkedin link

Justin Taylor

CFP®

Assistant Vice President

Specialties:

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

Center Street Capital Advisors

485 Madison Ave, FL 6
New York, NY 10022-5876
(973) 475-8107

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

Eustache Clerveaux

CFP®, CPWA®, EA, MBA

Private Wealth Advisor, Financal Planner, Professor @ NYU, CFP Board Ambassador

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving New York and the surrounding communities.

Fidare Wealth

Vitual
White Plains, NY 10601
CONNECT WITH Eustache
  • twitter link
  • linkedin link

Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

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

Financial Advisor serving New York and the surrounding communities.

Old Castle Financial Advisors

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

Alan H. Cohn

CFP®

Vice President Investments

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

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

Stifel, Nicolaus & Company, Inc.

1393 Veterans Memorial Hwy, Suite 214N
Hauppauge, NY 11788
(866) 706-7771
+1 More Number
(631) 360-5719

Ian M. Weinberg

CFP®

Managing Director

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

Financial Advisor serving New York and the surrounding communities.

Wealthspire Advisors

400 Broadhollow Road, Suite 301
Melville, NY 11747
(800) 877-7210
+1 More Number
(516) 921-8300
CONNECT WITH Ian
  • twitter link
  • linkedin link

Jean-Louis G. Tassart

CFP®

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

Financial Advisor serving New York and the surrounding communities.

ICMA-RC

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

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

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
  • linkedin link

Jeffrey R. Silverman

JD, CFP®

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

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

6800 Jericho Tpke., Suite 202 West
Syosset, NY 11791
(516) 682-3363

Ronald M. Lojacono

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

WNY Asset Management, LLC

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

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

Kevin M. O'Leary

CFA, CFP®

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

Financial Advisor serving New York and the surrounding communities.

UBS Financial Services, Inc.

1285 Avenue of the Americas, 18th Fl
New York, NY 10019-6031
(212) 713-2525

Santo Briganti

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

100 Summit Lake Dr
Valhalla, NY 10595
(914) 747-0200 x343

Kenneth M. Weinstein

CFP®

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

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

Kenneth Weinstein CPA, CFP®

1450 Niagara Falls Blvd, Ste 202
Tonawanda, NY 14150-8440
(716) 837-2525

Suzanne Nitzberg

CFP®, CLTC

Certified Financial Planner

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.

15 Squirrel Hill
Roslyn, NY 11576
(917) 754-2379