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


Bozidar Jovanovic

Honey Badger Advisors LLC

125 Central Avenue B9

Rye, NY 10580

914 3934684

Connect with Bozidar

Greg Schuler

OakWood Financial Services

190 Linden Oaks, Suite A

Rochester, NY 14625

585 7876870

Connect with Greg

Kevin Myers

Flynn Financial Partners

56 Harrison St
Suite 203

New Rochelle, NY 10580

914 8191819

Connect with Kevin

Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212 9671428

Connect with Peter

Peter Marzullo

Wells Fargo Clearing Services, LLC

One Penn Plaza, 27TH FLOOR

New York, NY 10006

917 3512088

Connect with Peter

Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585 3811861

Connect with Richard

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315 4468720

Connect with Gregory

Masa Yamazaki

Oxler Private Wealth

800 Westchester Ave
Suite 641N

Rye Brook, NY 10573

212 7852860

Connect with Masa

Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315 5273590

Connect with Matt

John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631 3507024

Connect with John

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716 8288390

Connect with Nicholas J

Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631 4541585

Connect with Philip

Snowden Lane Partners

Snowden Lane Partners

6400 Sheridan Drive
Ste. 220

Williamsville, NY 14221

716 2213321

Connect with Snowden

Bryant Asset Management

Bryant Asset Management

1280 New Scotland Road

Slingerlands, NY 12159

518 9635800

Connect with Bryant

Decisional Wealth Advisors, LLC

Decisional Wealth Advisors, LLC

7000 E. Genesee Street
Building C, Unit 7

Fayetteville, NY 13066

315 8770554

Connect with Decisional

Allworth Financial

Allworth Financial

20 Wildbriar Road Suite E

Rochester, NY 14623

888 2426766

Connect with Allworth

Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212 7968729

Connect with Altfest


Farther, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720 7442145

Connect with Farther

Future You Wealth

Future You Wealth LLC

200 Vesey Street
24th Floor

New York, NY 10282

917 4262982

Connect with Future

U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

150 East 52nd Street Suite 5001

New York, NY 10022

512 3420202

Connect with U.S.

Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110

518 4649974

Connect with Thomas

Popular Articles

Interview top quality financial planners who meet your requirements