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61 Financial Planners near West New York, New Jersey
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Valerie L. Adelman

CFP®, CDFA(tm)

3.09 Miles

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

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

6410 Poplar Avenue, Suite 330
Memphis, TN 38119
(901) 761-5068

James McGurren

CPA, CFP®

Principal/Managing Director 2.5 Miles

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

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

Simon Quick Advisors, LLC

1225 Franklin Ave, Ste 325
Garden City, NY 11530-1693
(646) 668-3522
CONNECT WITH James
  • linkedin link

Clare M. Stenstrom

CFP®. CeFT®

3.38 Miles

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

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

Luesink Stenstrom Financial

475 Park Avenue S, Ste 2100
New York, NY 10016
(212) 405-1609

Dee-Ann R. Fox

CFP®

1.68 Miles

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

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

150 West End Avenue, Suite 29D
New York, NY 10023
(212) 877-3013

Brett H. Schwartz

CFP®

Financial Advisor 3.1 Miles

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

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

CAPTRUST

3 Dakota Drive #310
Lake Success, NY 11042

Jennifer Hatch

CFP®

3.38 Miles

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

Financial Advisor serving West New York, New Jersey 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

Shelley Fischer

CFP®

Principal 2.4 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Career...More

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

Independent Financial Planner

233 W 99th St 15B, Ste 15B
New York, NY 10025-5058
(917) 859-4900

Robert E. Paul

CFP®

2.87 Miles

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

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

Joel Isaacson & Co., Inc

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

Jeffrey M. Golden

CFP®

3.16 Miles

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

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

Circle Advisers, Inc.

420 Lexington Ave, Suite 1727
New York, NY 10170
(212) 885-4204

David A. Schneider

CFP®

3.47 Miles

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

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

Schneider Wealth Strategies

41 Madison Ave, Fl 31
New York, NY 10010-2345
(800) 461-3283
+1 More Number
(212) 924-2290
CONNECT WITH David
  • linkedin link

Alan D. Zheutlin

CFP®, CPA

2.25 Miles

Specialties:

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

Alan Zheutlin CPA

275 W. 96th St., Apt 10Q
New York, NY 10025
(212) 662-4961

Mark Salerno

CFP®

Partner 3.24 Miles

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

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

WealthEdge Advisors

99 Park Ave, Ste 1920
New York, NY 10016
(212) 871-9898

Brian Cummins

CFP®

2.56 Miles

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

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

Joel Isaacson & Co, LLC

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

Sallie Mullins Thompson

CFP®, CPA/PFS, CDFA

Principal 3.58 Miles

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

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

Sallie MT CPA PLLC

4703 Woodway Lane NW
Washington, DC 20016
(646) 266-6808
CONNECT WITH Sallie Mullins
  • facebook link
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Maura Griffin

CFP®, MBA, CDFA

CEO and Principal 3.45 Miles

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

Fee Only Financial Advisor serving West New York, New Jersey 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
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Scott Rodabaugh

EA, CFP®

3.11 Miles

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

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

Premier Tax & Financial Services

121 W 27th St, Ste 1003A
New York, NY 10001-6207
(212) 807-8201

Alina Parizianu

CFP®, RICP®

Financial Planner 3.09 Miles

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

Fee Only Financial Advisor serving West New York, New Jersey 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®

3.07 Miles

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

Fee Only Financial Advisor serving West New York, New Jersey 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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Lewis J. Altfest

Ph.D, CFP®, CFA, CPA

CEO, Chief Investment Officer, Principal 2.93 Miles

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

Fee Only Financial Advisor serving West New York, New Jersey 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®

3.08 Miles

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

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

KJ Donnelly Planning LLC

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

Stephen M. Gross

CFP®

President 2.88 Miles

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

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

Stephen M. Gross, Inc.

725 River Rd., Ste 56
Edgewater, NJ 07020
(201) 313-0999

Matthew G. Ricks

CFP®

3.16 Miles

Specialties: Comprehensive Financial Planning, Special Needs

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

Haystack Financial Planning

233 E 69th St
New York, NY 10021
(917) 409-7878
CONNECT WITH Matthew
  • facebook link
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David Flores Wilson

CFA, CFP®, CEPA

Managing Partner 4.04 Miles

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

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

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
  • facebook link
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David Mendels

CFP®, MBA

Director of Planning 3.19 Miles

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

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

Creative Financial Concepts, LLC

Grand Central Station, PO Box 4206
New York, NY 10163
(646) 452-3415

John L. Diaz

CFP®

President & Senior Wealth Strategist 2.78 Miles

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

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

Premier Wealth Advisors, LLC

16th Floor 1411 Broadway, 1411 Broadway
New York, NY 10018-3471
(800) 499-4143
+1 More Number
(212) 752-4343

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor 2.4 Miles

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

Commission and Fee Financial Advisor serving West New York, New Jersey 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 3.13 Miles

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

Fee Only Financial Advisor serving West New York, New Jersey 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

Peter T. Palion

CFP®

President 3.09 Miles

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

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

Master Plan Advisory, Inc.

60 E 42nd St, 46th Floor
New York, NY 10165
+ 1 More Address

Master Plan Advisory, Inc.

873 Oyster Bay Rd
East Norwich, NY 11732
(800) 489-8603
+1 More Number
(212) 338-0828

Kenneth Nuttall

CFP®

Chief investment Officer 3.44 Miles

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

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

118 Wembley Rd
Wilmington, DE 19808-1444
+ 2 More Addresses

12 East 49th St
New York, NY 10017

13 McKean Cir
West Grove, PA 19390-9760
(302) 893-7985
CONNECT WITH Kenneth
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