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Found: 140 Financial Planners serving New York, NY

Financial Planners in New York NY

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MCD Advisors	(914) 502-4416 :: Website
Briarcliff Manor NY ... also serves: New York NY
MCD Advisors is a financial planning firm providing fee only, objective financial advice. We work with clients regarding all areas of financial concerns: saving, spending, investing... more
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AXA Advisors, LLC	(646) 217-4069 :: Website
New York NY
If you are planning for retirement and creating and guaranteeing income stream that you cannot outlive, interested in savings and investment options, worried about your loved ones'... more
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Sovereign Financial Group, Inc.	(866) 604-3780 :: Website
New York NY
Offices in New York City [The Chrysler Building] and Stamford, CT [Landmark Square]. As an independent, Board Certified Financial Planner practitioner, Charles Failla, CFP, understands... more
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Ameriprise Financial Services, Inc.	(917) 512-8145
New York NY
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you rea... more
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Financial Planning Associates, Inc.	(914) 368-7430
Tarrytown NY ... also serves: New York NY
My role is to help clients achieve their goals and make those changes in their financial lives that will result in greater financial security, piece of mind and personal freedom. My... more
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Strategies for Wealth Creation & Protection	(646) 233-2689 :: Website
New York NY
Performing an in depth and comprehensive analysis that helps maximize clients wealth while increasing protection against unexpected life events and unnecessary taxes.
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Tuttle Financial Services, Ltd.	(646) 233-2796 :: Website
New York NY
Fee-Based Certified Financial Planner and Registered Investment Advisor in New York City
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Michael Cooper, CPA, CFP®, ChFC®, CASL®	(646) 257-2232 :: Website
New York NY
As a former CPA with one of the "Big 4" accounting firms, as well as a CFP® professional,and ChFC® and CASL® professional, I work with a family member and truly realize the importance... more
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Strategies for Wealth	(646) 233-3647 :: Website
New York NY
We will listen and understand what you are trying to achieve and in so doing help you visualize and vocalize what you really want. We will put together written strategies with... more
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MetLife Securities, Inc.	(347) 448-5661
Staten Island NY ... also serves: New York NY
I am a former member of the New York Board of Trade, where I became an executing broker at the age of 25. My goal is to help provide families and business owners the ability to reach... more
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Stonegate Wealth Management, LLC
Fair Lawn NJ ... also serves: New York NY
We are fee-only wealth managers and investment advisors. We provide detailed financial planning and investment management.
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Wechter Financial Services, Inc.
Parsippany NJ ... also serves: New York NY
At Wechter Financial Services, we are committed to establishing and maintaining a long-term relationship with our clients. We want to become a trusted advisor to our clients and to... more
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FatTail Financial Advisory Group Inc.
Brooklyn NY ... also serves: New York NY
We are an independent financial advisory firm providing financial planning and wealth management services. “Fat tail” is a term in probability theory referring to the unforeseen, extreme... more
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Barreiro & Associates
Monroe NY ... also serves: New York NY
Barreirro & Associates provides Wealth Advisory services, comprehensive Financial Planning services and Money Management on a fee basis. We have a strong focus on investment strategies... more
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The Scott Lask Wealth Management Group LLC of Brookstreet Securities Corporation
Monroe NY ... also serves: New York NY
Private client wealth management focused on tax advantaged wealth accumulation and asset protection. We use a unique investment approach not commonly used that helps take the stress... more
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