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

advisor

Jonathan Bartholomew

Rock Ridge Wealth LLC

315 6818478

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Peter Levine

Ameriprise Financial Services, LLC

212 9671428

advisor

Richard Dougherty

Echelon Wealth Advisors, LLC

585 3811861

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Dan Brady

Savvy Advisors, Inc

914 2468731

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Dino Pagiazitis

Integrity Point Advisors

631 8003667

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Gregory Jennings

OMC Financial Services, Ltd.

315 4468720

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J. Christopher (Chris) Aiello

Aiello Wealth Management

518 5982329

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Louis Green

Savvy Advisors

917 5900552

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John Patsy

LPL Financial

631 3507024

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC

716 8288390

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