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359 Financial Planners in New York
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Lynn E. Barnes

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Kellman Barnes Financial Planning

1473 Erie Blvd, Ste 202
Schenectady, NY 12305-2168
(518) 372-5500

Barry Cohen

CPA, CFP®, 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.

Mercer Global Advisors

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

Paul L. DeLisio

ChFC, CLU, CFP®, MSF

Owner

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving New York and the surrounding communities.

Main Street Financial

PO Box 3625
Kingston, NY 12402-3625
(845) 339-4885

Richard P. Kass

CFP® AIF

President

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

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

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

Douglas E. Mollin

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

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

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

Gabriel Kaplan

CFP®

Principal

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

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

Wealth Habits

5 Sage Ct
White Plains, NY 10605
+ 1 More Address

Wealth Habits

303 E 83rd Street
New York, NY 00000
(917) 667-2155
CONNECT WITH Gabriel
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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

Eustache Clerveaux

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Career Change, Estate Planning, Investment Management,...More

Financial Advisor serving New York and the surrounding communities.

Hudson Financial Group

Virtual
New York, NY 10016
CONNECT WITH Eustache
  • twitter link
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Barry J. Rings, Jr.

CFP®

Founder & CEO

Specialties: Comprehensive Financial Planning

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

Rings Financial

22 Century Hill Dr. Suite 101
Latham, NY 12110
(518) 576-8420
CONNECT WITH Barry
  • linkedin link

Dennis J. Hebert

CFP® MSFS AEP AIF

Financial Planner

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning,...More

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

212 3rd Street
Liverpool, NY 13088
(315) 427-5999

Corrado Dell'Aglio

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Services, LLC

1 Suburban Pl
Elmsford, NY 10523-3816
(914) 747-0200 x318

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

Thomas M. Rooney

EA, CLU, CFP®

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

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

Rooney, Schmidt and Associates Inc.

101 Hillside Ave, Ste B
Williston Park, NY 11596-2334
(516) 742-5680

Nicole Francis

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Hudson Advisory Group, LLC

276 5th Ave, Rm 405
New York, NY 10001
(212) 777-8393

James McGurren

CPA, CFP®

Principal/Managing Director

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

Financial Advisor serving New York 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

Nicholas Cava

CFP®

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

Financial Advisor serving New York and the surrounding communities.

51 McGaw Ave
Lake Grove, NY 11755-2022
(631) 467-2211 x227

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

Stephanie G. Carmel

CFP®, CDFA®, MBA

Certified Financial Planner®

Specialties:

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

Wealthspire Advisors

Wealthspire Advisors, 521 Fifth Avenue
New York City, NY 10175
(212) 973-9264
CONNECT WITH Stephanie
  • linkedin link

Michael D. Margarites

CFP®

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.

Oppenheimer & Co

200 Park Ave, 24 Fl
New York, NY 10166
(212) 667-4106

Laura Fedor

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Empire Asset Management Group

6 Executive Park Drive, Suite A
Clifton Park, NY 12065
(866) 465-6447
+1 More Number
(518) 465-6447

Lisa Queeney

CFP®, CRC®

Vice President - Investments

Specialties: Investment Management, Long-term Care

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

Morgan Stanley

7 Church St
Gloversville, NY 12078
(518) 752-3188

Daniel Limmer

CFP®

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

Financial Advisor serving New York and the surrounding communities.

21 village green dr
Port Jefferson Station, NY 11776
(516) 316-9498
+1 More Number
(631) 952-9795

David A. Fragomeni

CFP®

President

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

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

Fragomeni Financial Management

3257 Route 9, Suite 3
Saratoga Springs, NY 12866
(518) 584-4200

Mary Beth H. Hofmeister

CFP®

Financial Advisor and Branch Manager

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.

Sage Financial Associates

16 Sage Estate, Ste 206
Albany, NY 12204
5184625350 x4

Grace B. Ghezzi

CPA, CFP®, CFE, AEP®

OWNER

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

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

GRACE B. GHEZZI CONSULTING, LLC

4617 Setting Sun Terrace
Syracuse, NY 13215
(315) 727-0770

Marc V. Milic

CFP®

Partner

Specialties: Investment Management

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

Douglas C. Lane & Associates

777 Third Ave, 38th Flr
New York, NY 10017
(212) 262-7670

Dale L. Mullin

CPA, CFP®

Partner

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

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

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

Martin E. Schwartz

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning

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

Merrill Lynch

1325 Franklin Ave
Garden City, NY 11753
(800) 645-8600
+1 More Number
(516) 877-8442

Gayle I. Delfs

CFP®

Registered Representative

Specialties: Budget & Debt Management, Insurance, Life Planning, Retirement, Long-term Care, Women's...More

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

2 Whitlock Court
Somers, NY 10589-4109
(914) 420-4644

Kerry Mayo

CFA, CFP®

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.

Capital Financial Advisors of New York

10 Maxwell Drive, Suite 104B
Clifton Park, NY 12065
(518) 280-0030