Find the right advisors to meet your financial planning needs in New York, 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, New York that can fulfill your requirements.

List of Qualified
Financial Planners in New York, New York


Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212 9671428

Connect with Peter

Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212 7968729

Connect with Altfest

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.

Peter Marzullo

Wells Fargo Clearing Services, LLC

One Penn Plaza, 27TH FLOOR

New York, NY 10006

917 3512088

Connect with Peter


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

Hazel Secco

Align Financial Solutions LLC

50 Harrison St, #212C

Hoboken, NJ 07030

201 6556572

Connect with Hazel

Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973 2444237

Connect with Frank

Bozidar Jovanovic

Honey Badger Advisors LLC

125 Central Avenue B9

Rye, NY 10580

914 3934684

Connect with Bozidar

Kevin Myers

Flynn Financial Partners

56 Harrison St
Suite 203

New Rochelle, NY 10580

914 8191819

Connect with Kevin

Masa Yamazaki

Oxler Private Wealth

800 Westchester Ave
Suite 641N

Rye Brook, NY 10573

212 7852860

Connect with Masa

Charles Helme

BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor

Greenwich, CT 06830

203 9876227

Connect with Charles

Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732 2485777

Connect with Peter

Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631 4541585

Connect with Philip

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