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359 Financial Planners in New York
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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

Timothy S. Hamilton

CFP®, CIMA®

Managing Director

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

Financial Advisor serving New York and the surrounding communities.

Alternativ Wealth

215 W 21st St
New York, NY 10011-3111
(651) 349-9997

Elise Murphy

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning

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

Level Financial Advisors

9310 Transit Road, Suite 300
East Amherst, NY 14051
(716) 634-6113

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

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

David Flores Wilson

CFA, CFP®, CEPA

Managing Partner

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

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

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
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Edward S. Hadad

CFP®

Financial Planner

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

Financial Advisor serving New York and the surrounding communities.

Financial Asset Management Corp.

26 S Greeley Ave
Chappaqua, NY 10514
(914) 238-8900

Mark A. Cirelli

MBA, CPA, PFS, CFP®

Prresident

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 Shore Wealth Management Advisors, Inc.

One World Trade Center, 85th Floor
New York, NY 10007
(212) 877-8700
CONNECT WITH Mark
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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

Jonathan Mulligan

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.

Raymond James

7 Southside Dr., Suite 204
Clifton Park, NY 12065
(518) 280-4867
CONNECT WITH Jonathan
  • linkedin link

Mark A. Carruthers

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

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

43 Friend St
Congers, NY 10920
(845) 429-8248

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

Dee-Ann R. Fox

CFP®

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

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

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

Brett H. Schwartz

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.

CAPTRUST

3 Dakota Drive #310
Lake Success, NY 11042

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

Donald C. Reutemann

CFP®, RPA, AIF®

Financial Planner

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.

NPA Financial, LLC

1407 Route 9, Bldg 4
Clifton Park, NY 12065
(518) 612-1054
CONNECT WITH Donald
  • linkedin link

Susan Silverman Quigley

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.

Avantax

8 Yale St
Garden City, NY 11530
(516) 354-3334
CONNECT WITH Susan
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Lawrence D. Sprung

CFP®

Founder, Wealth Advisor

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

Financial Advisor serving New York and the surrounding communities.

Mitlin Financial Inc.

140 Adams Ave, Ste B12
Hauppauge, NY 11788-3618
(866) 4-MITLIN
+1 More Number
(631) 952-4466

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

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

Brett J. Testerman

CFP®

Account Manager

Specialties: Investment Management, Retirement

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

Excomp Asset Management

425 Broadhollow Road, Ste 318
Melville, NY 11747
(631) 465-9670

Donna L. Cator

CFP®

Relationship Manager

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

Financial Advisor serving New York and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

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

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

Lisa A. Kelly

CPA/PFS, CFP®

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.

Federmann Financial Advisors Inc.

745 Route 25A, Ste C
Rocky Point, NY 11778
(631) 981-1904

Larry Luxenberg

CFA, CFP®

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

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

Lexington Avenue Capital Management

10 Rugby Rd
New City, NY 10956
(845) 708-5306

Cindy Golub

CFP®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Asset...More

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

G Squared Financial Advisors

180 East Prospect Ave #125, Fourth Floor
Mamaroneck, NY 10543
9142631082

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