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358 Financial Planners in New York
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Jeffrey M. Praino

CFP®, CPWA® CDFA™

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Morgan Stanley

1250 Pittsford Victor Road, Building 200, Suite 350
Pittsford, NY 14534
(800) 332-0274
+1 More Number
(585) 264-5840

Bryan J. Parmley

CFP®, AIF

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.

ENV Financial Services

Cadaret, Grant & Company, 7789 Oswego Rd
Liverpool, NY 13090
(315) 218-1400

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

Kevin P. Hegarty

CFP®, CFA®

Founder

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

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

Hegarty Advisors, LLC

1461 Franklin Ave
Garden City, NY 11530
(516) 280-2323
CONNECT WITH Kevin
  • linkedin link

Michele Welch

CFP®

Financial Advisor

Specialties:

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

Ameriprise Financial Services, LLC

1600 Stewart Ave Ste 303
Westbury, NY 11590-6611
(516) 764-0951

Priscilla Baker Jones

CFP®

Managing Director

Specialties: Budget & Debt Management, Investment Management, Retirement

Financial Advisor serving New York and the surrounding communities.

Occam Capital Management, LLC

1303 Marsh Rd, Ste 4
Pittsford, NY 14534
(585) 218-0310

Andrew R. Fox

CFP®

Specialties: Investment Management, Retirement

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

Fox Financial Services Inc

1 Barker Ave 2nd Floor
White Plains, NY 10601
(914) 761-1639

Scott M. Kahan

CFP®

President/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 Corporation

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

Richard Russo

CFP®, EA

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

Financial Advisor serving New York and the surrounding communities.

Long Island Financial Services Group

629 Route 112, Ste 5
Patchogue, NY 11772
(631) 580-2452

Paul Byron Hill

WMCP, ChFC, CFP®

President and CEO

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

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

Professional Financial Strategies Inc.

1159 Pittsford-Victor Rd, Ste 120
Pittsford, NY 14534
(585) 218-9080
CONNECT WITH Paul
  • linkedin link

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

Anthony Sce, III

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Employee Benefits,...More

Financial Advisor serving New York and the surrounding communities.

EIFS

515 Johnson Ave, Ste 201
Bohemia, NY 11716-2630
888-EIFSINFO
+1 More Number
(631) 563-8433

Andrew M. Horowitz

CFP®

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

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

Ameriprise Financial Services, LLC

1174 Veterans Hwy
Hauppauge, NY 11788-4459
(914) 747-4311

Mark D. Daviau

CFP®, ChFC, AEP,RFC

Financial Planner

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

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

MassMutual New York State

555 French Rd, Suite 202
New Hartford, NY 13413
(315) 734-3635
CONNECT WITH Mark
  • linkedin link

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

Susan S. Hansen

CFP®CLU,AIF,AEP,ADPA

President

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.

Hansen's Advisory Services

7067 E Genesee St
Fayetteville, NY 13066
(800) 318-9780
+1 More Number
(315) 637-5153
CONNECT WITH Susan
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Robert E. Paul

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.

Joel Isaacson & Co., Inc

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

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

James Buro

CFP®, CFA, ChFC, CPA

President

Specialties:

Financial Advisor serving New York and the surrounding communities.

Wall Street Speaking

666 Shore Road Apt. 5B
Long Beach, NY 11561
(973) 698-6038

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

Peter J. Winnett

CFP®

Vice 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.

John G. Ullman & Associates

51 E Market St
Corning, NY 14830
(607) 936-3785

Philip J. Capell

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

Piermont Wealth Management Inc.

48 South Service Rd, Ste 102
Melville, NY 11747
(631) 454-1585

Robert A. Imparato, Jr.

CFP®

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.

R.I.C.H. Planning Group, LLC.

583 Ramona Ave
Staten Island, NY 10309
+ 1 More Address

R.I.C.H. Planning Group, LLC.

583 Ramona Ave
Staten Island, NY 10309
(732) 326-5241

Paula Osenni

CFP®

CFP

Specialties: Comprehensive Financial Planning, Career Change, Startup, Life Planning, Retirement,...More

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

P.O. Box 4096
Middletown, NY 10941
(866) 341-2988
+1 More Number
(845) 291-7001

Mark A. Badami

CFP®

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

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

1393 Veterans Memorial Highway, Suite 307
Hauppauge, NY 11788
15163591945

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

Anthony V. Mancuso

CFP®ChFC

Financial 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.

113 Main St
Batavia, NY 14020
(800) 847-2332
+1 More Number
(585) 343-4551

Jason J. Mosher

CFP®

Senior Partner

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

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

Sheppard Mosher Independent Wealth

2525 Rt. 332
Canandaigua, NY 14424
(585) 396-0926

Steven Elwell

CFP®

Chief Investment Officer

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

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

Level Financial Advisors

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(716) 634-6113
CONNECT WITH Steven
  • facebook link
  • twitter link
  • linkedin link

Randy L. Zeigler

CFP®, CPWA, ChFC

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.

Ameriprise Financial Services, LLC

97 W Utica St
Oswego, NY 13126
(315) 342-1227