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350 Financial Planners in New York
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Shane M. Alsworth

MBA, CFP®, CLU, CIMA

Financial 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.

Alsworth Capital Management, LLC

4 W Market St, PO Box 283
Corning, NY 14830
(607) 973-2665

Judith Kalb Beckman

CFP®

Principal

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

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

Financial Solutions

2084 Beverly Way
Merrick, NY 11566
(516) 868-9004

William E. Bulmer

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Financial Advisor serving New York and the surrounding communities.

6 Cabriolet Ln
Melville, NY 11747
(800) 895-6076
+1 More Number
(631) 367-0196

Kevin J. Donnelly

CFP®

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

Financial Advisor serving New York and the surrounding communities.

KJ Donnelly Planning LLC

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

Paul Pombo

CFP®, CPA

President

Specialties: Budget & Debt Management, Business Taxes, Corporate Finance, Estate Planning

Financial Advisor serving New York and the surrounding communities.

Paul Pombo CPA, PC

968 Thompson Dr
West Bay Shore, NY 11706
(631) 669-8074

Mary E. Fairchild

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services

2280 East Avenue
Rochester, NY 14610
(585) 461-2280

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

George S. Urist

CFP®

President

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.

Urist Financial & Ret Planning Inc.

5730 Commons Park Drive
East Syracuse, NY 13057
(315) 445-2147
CONNECT WITH George
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Edward S. Hadad

CFP®

Principal and 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.

Financial Asset Management Corporation

Financial Asset Management Corp, 26 S Greeley Ave
Chappaqua, NY 10514
(914) 238-8900

Sonnet Loftus

CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

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

Financial Advisor serving New York and the surrounding communities.

Michael Roberts Associates

6320 Fly Road, Suite 213, East Syracuse
East Syracuse, NY 13057
(315) 428-1990
CONNECT WITH Sonnet
  • linkedin link

Michael Joseph Carrico

CFP®, CRPC™

Wealth Manager

Specialties:

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

Howe & Rusling Wealth Management

165 Culver Rd
Rochester, NY 14620-1678
(719) 412-0184

Alexandra Rooney

CFP®

Director - Wealth & Estate Advisory

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.

Main Street Research

587 5th Ave, Fl 9
New York, NY 10017-8745
(203) 904-9483
CONNECT WITH Alexandra
  • linkedin link

Sarah Stymus

CFP®

VP of Financial Planning

Specialties:

Financial Advisor serving New York and the surrounding communities.

Whitney & Company

959 Panorama Trl S, Ste 190
Rochester, NY 14625-2382
(585) 238-1011

Lauren M. Furst

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Pathways To Wealth, LLC

106 Schoolhouse Ln
Roslyn Heights, NY 11577
(516) 626-2403

Thomas A. Hutson

CFP®

Partner

Specialties: Arbitration & Mediation, Getting Divorced, Succession Planning

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

BST & Co. CPAs, LLP

712 Wasentha Way
Slingerlands, NY 12159
(800) 724-6700
+1 More Number
(518) 459-6700 x316
CONNECT WITH Thomas
  • linkedin link

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

Paul B. Kieffer

CFP®,CPA/PFS,CLU,CAP

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

Financial Advisor serving New York and the surrounding communities.

Key Private Bank

225 SHADY GROVE DRIVE
EAST AMHERST, NY 14051
(716) 525-7216

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

Doreen J. Haller

CFP®,CRPC

President

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.

DJH Enterprises, Ltd

1895 State Route 65
Honeoye Falls, NY 14472-9107
(585) 732-7545

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

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

Dimitrios G. Franks

CFP®

Regional Managing Consultant

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.

MetLife Resources

26 Cornell Dr S
Commack, NY 11725-2506
(631) 796-5518

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
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Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director

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.

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2
Wilton, NY 12831
(518) 725-6111
CONNECT WITH Neal
  • 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

Annie C. McQuilken

MS, CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

Forever Financial Advisors, LLC

140 W Church St
Fairport, NY 14450
+ 1 More Address

Forever Financial Advisors, LLC

100 Front Street
Worcester, MA 01608
(585) 598-1377
CONNECT WITH Annie
  • facebook link

James T. Englert

CFP®

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.

High Falls Advisors, Inc.

180 S. Clinton Avenue, Suite 300
Rochester, NY 14604
(585) 935-8508

Brian Cummins

CFP®

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

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

Joel Isaacson & Co, LLC

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

Carl A. Friedrich

CFP®

Managing Partner

Specialties: Investment Management, Limited Partnerships, Women's Finances

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

Excelsior Investment Advisors

200 Broadhollow Road, Suite 207
Melville, NY 11747
(516) 765-7400

Amanda L. Herrick Smith

CFP®

Senior Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

John G. Ullman & Associates

John G. Ullman & Associates, Inc., PO Box 1424
Corning, NY 14830
(607) 936-3785

Jeffrey M. Praino

CFP®, CPWA® CDFA™

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

1250 Pittsford Victor Road, Building 200, Suite 350
Pittsford, NY 14534
(800) 332-0274
+1 More Number
(585) 264-5840