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354 Financial Planners in New York
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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

Jonathan L. Schneiderman

CFP®

Branch Manager

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.

Raymond James Financial Services, Inc.

43 Durkee St, Ste 100
Plattsburgh, NY 12901
(518) 563-7537

John E. Baringer, Jr.

CFP®

Certified 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.

Ameriprise Financial Services, LLC

25 Clinton Ave
Cortland, NY 13045
(800) 753-6785
+1 More Number
(607) 753-6785

David A. Lasco

CFP®, CRPC®

Financial Advisor

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.

Ameriprise Financial

100 Summit Lake Drive, Suite 150
Valhalla, NY 10595
(914) 747-0200
CONNECT WITH David
  • facebook link
  • linkedin link

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

Nannette Nocon

CFP®,ChFC,CIMA,CLTC

Private Wealth Advisor

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, Inc.

2024 W Henrietta Rd, Ste 5K
Rochester, NY 14623-1508
(585) 475-9430

Ernest Vorpahl

CFP®

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

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

East End Financial Group

114 North Main Street
East Hampton, NY 11937
(631) 329-9818

Matthew Kweller

CFP®

Wealth Advisor

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.

Wilmington Trust

565 Fifth Avenue, 27th Floor
New York, NY 10017
(917) 301-8139
CONNECT WITH Matthew
  • linkedin link

Ted Stricker

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Bernath & Rosenberg

126 Spruce Street
Cedarhurst, NY 11516-1915
(212) 221-1140 X130
CONNECT WITH Ted
  • linkedin link

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
  • twitter link
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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

Scott Laffie

CFP®

Specialties:

Financial Advisor serving New York and the surrounding communities.

Laffie Financial Group

6800 Jericho Tpke Ste 202W
SYOSSET, NY 11791
(516) 364-7396

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

Patrick Collins

CFP®

Investment Advisor

Specialties:

Financial Advisor serving New York and the surrounding communities.

Sandhill Investment Management

40 Fountain Plz, Ste 1300
Buffalo, NY 14202-2200

Clarke D. Hedrick

CFP®

President

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

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

Pivotal Financial Services, Inc.

1126 Jericho Turnpike, Unit 617
Commack, NY 11725
(631) 486-8128

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

Todd M. Stepniewski

CFP®, MBA

Senior Financial Advisor

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

Financial Advisor serving New York and the surrounding communities.

Ameriprise Financial Advisors

500 N Broadway, Ste 144
Jericho, NY 11753
(516) 797-7590

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

Amy Jo Lauber

CFP®

President

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

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

Lauber Financial Planning

3976 Seneca St
West Seneca, NY 14224
(716) 430-1634

David A. Frisch

CPA, PFS, CFP®

President

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

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

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road, Suite 215
Melville, NY 11747
+ 2 More Addresses

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas
New York, NY 10036-5803
(516) 694-7900

Mark A. Colvin

CFP®,ChFC®,CLU®,CKA

Private Wealth 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.

OakShield Financial Group

5750 Commons Park Dr
East Syracuse, NY 13057
(315) 701-2983
CONNECT WITH Mark
  • facebook link
  • linkedin link

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

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner

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

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

Luesink Stenstrom Financial

475 Park Ave S, Ste 2100
New York, NY 10016
212-405-1609

Marc V. Milic

CFP®

Partner

Specialties: Investment Management

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

Douglas C. Lane & Associates

885 Second Avenue, 42nd Floor
New York, NY 10017
(212) 262-7670

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

Joseph M. Favorito

CFP®

Financial Planner & Managing Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Mutual Funds,...More

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

Landmark Wealth Management, LLC

95 Broadhollow Road, Suite 102
Melville, NY 11747
(631) 930-5336

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

Sara Stanich

CFP®, CDFA, MBA

President

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

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

Cultivating Wealth

PO Box 5014
Montauk, NY 11954
(646) 693-7451
CONNECT WITH Sara
  • twitter link
  • linkedin link

Jamie F. Block

CFP®, CPA/PFS, AEP®

Senior Wealth Advisor, Senior Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving New York and the surrounding communities.

Mercer Advisors

375 Woodcliff Dr, Ste 1C
Fairport, NY 14450
(585) 442-3230