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356 Financial Planners in New York
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Chauncy Young

CFP®

Managing Member

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

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

Sage Financial, LLC

PO Box 426
Fishers, NY 14453
(585) 742-1068

Robert Schermerhorn

CFP®

Wealth Advisor

Specialties: Asset Allocation, Investment Management, Retirement

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

Saratoga Financial Services

18 Division Street, Suite 305
Saratoga Springs, NY 12866
(518) 584-2555
CONNECT WITH Robert
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Joseph Lindner

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New York and the surrounding communities.

LPL

652 Albany Shaker Rd
Albany, NY 12211
(518) 730-3140

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

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

Leonard B. Comberiate

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Strategic Financial Planning

1010 Eagle Bay Dr
Ossining, NY 10562-2358
(914) 762-5241

Joseph Mynio

MBA, CFP®

Financial Advisor

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

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

Waddell & Reed, Inc

95 Allens Creek Rd, Bldg 1, Suite 258
Rochester, NY 14618
(585) 944-4822

Charles Lesko, Jr.

CFP®

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.

Lesko Securities, Inc.

53 Chenango St, Centre Plaza 2nd Fl
Binghamton, NY 13901
(607) 724-2421

JoAnn Semeraro

CFP®, CSA

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 Ridge Wealth Planning

North Ridge Wealth Planning, 1895 Walt Whitman Rd
Melville, NY 11747-3031
(516) 799-9309

Jan Pevzner

CFP®

Principal

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

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

Gotham Block, LLC

99 Wall St Ste 439
New York, NY 10005
(212) 729-8001
CONNECT WITH Jan
  • linkedin link

Joe Forish

CFP®

Founder

Specialties:

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

200 East 27th St.
New York, NY 10016
(917) 408-3644

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
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Huang-Chao Zhao

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.

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

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

Charles L. Schlapp

CFP®

President

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

Financial Advisor serving New York and the surrounding communities.

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753
(516) 939-2789EXT. 101

Ron J. Berkowitz

CFP®, CPA/PFS

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.

Westchester Financial Advisors

220 White Plains Road, Suite 425
Tarrytown, NY 10591
(914) 909-1523

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

Clifford Michaels

CFP®, MBA

President

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.

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

Rosanne M. Braxton

CFP®

President

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.

Level Financial Advisors

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
(716) 634-6113

Ian M. Weinberg

CFP®

Principal

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

Financial Advisor serving New York and the surrounding communities.

Family Wealth & Pension Management

7600 Jericho Tpke, Ste 202
Woodbury, NY 11797
(800) 877-7210
+1 More Number
(516) 921-8300
CONNECT WITH Ian
  • twitter link
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Michael A. Ryan

CFP®

Vice President

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

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

Marshall & Sterling Wealth Advisors

PO Box 3128
Kingston, NY 12402
(845) 554-1046 x2751

Rebecca A. Lerner

CFP®,CRPC

Vice President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Merrill Lynch

225 Liberty Street, 40th Floor
New York, NY 10281
(212) 236-5583

James J. Millington

CFP®

Financial Planner

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

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

Landmark Wealth Management

95 Broadhollow Rd, Suite 102
Melville, NY 11747
(631) 470-0765

Michael C. Angelucci

CFP®

Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Level Financial Advisors

9310 Transit Rd, Ste 300
East Amherst, NY 14051-2380
+ 1 More Address

Level Financial Advisors

4535 Southwestern Blvd
Hamburg, NY 14075
(716) 634-6113

Jeffrey C. Vahanian

CFP®

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

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

Vahanian & Associates Financial Planning Inc.

60 Railroad Place, Ste 104
Saratoga Springs, NY 12866
(518) 583-0891

Jerry Iadevaia

CFP®

Private Client Advisor

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

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

JPMorgan Chase Bank, N.A

1064 Old Country Rd
Plainvew, NY 11803
(516) 861-4212

John F. Tweedy, Jr.

CFP®

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.

Tweedy Financial Services, LLC

26 Huron Rd
Floral Park, NY 11001-4007
(516) 457-3846

Moss J. Kaufman

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving New York and the surrounding communities.

Network Capital Services, Inc.

353 Veterans Highway, Ste 210
Commack, NY 11725
(631) 366-1999

Michael D. Kresh

CFP®

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

Financial Advisor serving New York and the surrounding communities.

Creative Wealth Management LLC

1377 Motor Pkwy, Ste 212
Islandia, NY 11749-5258
(631) 232-9170

Scott R. Onofry

CFP®

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.

Onofry Financial Services

17 E Main St, PO Box 812
Port Jervis, NY 12771
(845) 858-1018