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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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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Peter D. D'Agati

Stembrook Asset Management

405 Lexington Avenue
26th Floor

New York, NY 10174

201 4840063

Connect with Peter
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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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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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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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Bryant Asset Management

Bryant Asset Management

1280 New Scotland Road

Slingerlands, NY 12159

518 9635800

Connect with Bryant
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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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