Find the right advisors to meet your financial planning needs in New York

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in New York that can fulfill your requirements.

List of Qualified
Financial Planners in New York

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David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315 4303283

Connect with David
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Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019

212 9317077

Connect with Jed
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Paul Stawinski

CLU Wealth Advisors

310 West 86 th Street
PHN

New York, NY 10024

917 9698287

Connect with Paul
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Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212 9671428

Connect with Peter
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Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315 4468720

Connect with Gregory
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Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315 5273590

Connect with Matt
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Emil Ben David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516 2521413

Connect with Emil
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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631 3507024

Connect with John
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Lisa D. Miller

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202

315 4256343

Connect with Lisa
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Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716 8288390

Connect with Nicholas J
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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914 6183002

Connect with Nick
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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516 2683446

Connect with Paresh
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Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631 4541585

Connect with Philip
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Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585 3811861

Connect with Richard
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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718 3130303

Connect with Stephen
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Bryant Asset Management

Bryant Asset Management

1280 New Scotland Road

Slingerlands, NY 12159

518 9635800

Connect with Bryant
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Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646 7792102

Connect with Walter
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Strategic Financial Services

Strategic Financial Services

114 Business Park Drive

Utica, NY 13502

800 9374461

Connect with Strategic
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ALTFEST PERSONAL WEALTH MANAGEMENT

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212 7968729

Connect with ALTFEST
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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720 7442145

Connect with Farther
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Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110

518 4649974

Connect with Thomas

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