New York Fee Only Financial Planners and Investment Management

Paul Sydlansky, CFP®, MBA
Lake Road Advisors
Binghamton NY, Corning NY, Horseheads NY, Ithaca NY, Watkins Glen NY, Elmira NY

Fee-Only Financial Planner serving the Southern Tier of NY and clients across the country

Steven Elwell, CFP®
Level Financial Advisors
Amherst NY, Buffalo NY

I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping newly retired clients create tax efficient withdrawal strategies.

Scott Weiss, CFP®, RICP®
Weiss Financial Group
Mahopac NY, Brewster NY, Danbury CT, Duchess County NY, Poughkeepsie NY, Fishkill NY

Scott Weiss is a Fee Only Financial Planner located in Mahopac, NY serving NY, CT and clients across the country

Raymond Mignone, CFP®
Ray Mignone & Associates, Inc.
Little Neck NY, Boynton Beach Fl

Fee Only Financial Planner with Offices in Boynton Beach, FL and Little Neck, NY

William Jerome, CFP®
Capital Financial Services, LLC.
Glenville NY

Fee-Only, Financial Planning, Tax Preparation and Asset Management. Serving clients in the greater Capital District and across the country.

Maura Griffin, CFP®, MBA
Blue Spark Capital Advisors
Lenox MA, New York NY

Fee-Only Financial Planner serving women, men, and their families in NYC and the Berkshires

Kerry Mayo, CFA, CFP®
Capital Financial Advisors of New York, LLC
Clifton Park NY

Serving the Capital District of New York State and clients throughout the USA

Anthony Farella, CFP®
Rockbridge Investment Management
Syracuse NY

Fee-Only Financial Advisor serving Syracuse, NY area.

David Frisch, CPA, CFP®, PFS
FRISCH FINANCIAL GROUP, INC.
Melville NY, New York NY, Tampa FL

Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide

Julie Ford, CFP®, CPA
Ford Financial Solutions
New York NY

Fee-Only Financial Planner serving the New York, NY area.

Gary Schatsky, JD
IFC Personal Money Managers, Inc.
New York NY, Rye Brook NY, Brooklyn NY, Scarsdale NY, Great Neck NY, Larchmont NY, Westchester County NY

Objective Financial Advice and Fee Only Financial Planning. Located in New York, NY and Serving the Entire Region and Clients Nationwide

Peyton Hawkes, AIF®
Syntax Research
Binghamton NY

Fee Only Financial Planner Located in Binghamton, NY and Serving Clients Nationwide

Joyce Streithorst, CFP®, MSFS, CDFA
FRISCH FINANCIAL GROUP, INC.
Melville NY, Tampa FL, New York NY

Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide

Anne Chernish, CFP®
Anchor Capital Management, LLC
Ithaca NY

Fee-Only Financial Planner serving the Ithaca, NY area.

James Lee, CFP®
Lee Investment Management LLC
Saratoga Springs NY, Albany NY, Schenectady NY, Clifton Park NY, Glens Falls NY

Fee-Only Financial Planner serving the Capital District of NY and clients nationwide.

Barry Korb, CFP®
Lighthouse Financial Planning
Potomac MD, Bethesda MD, Gaithersburg MD, Rockville MD, Silver Spring MD, Columbia MD, Alexandria VA, Annandale VA, Arlington VA, Fairfax VA, Falls Church VA, McLean VA, Spring Valley NY, Spring Valley NY

Fee-Only Financial Advisor serving Potomac, MD area.

Philip Capell, CFP®, JD
Piermont Wealth Management Inc.
Melville NY, New York NY

Fee-Only Financial Advisor serving Melville, NY area.

Lori Dietzler, CFP®, EA
Zero Gravity Financial, LLC
Brooklyn NY, New York NY, Queens NY

Virtual CFO for Online Entrepreneurs

Karen Altfest, Ph.D., CFP®
Altfest Personal Wealth Management
New York NY

Wealth Management and Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide

Christopher Congema, CFP®
Landmark Wealth Management, LLC
Melville NY, Brooklyn NY, Long Island NY, Huntington NY

Fee-Only Financial Planner serving Long Island, New York City, and clients across the country from offices in Melville and Brooklyn

Darin Schnall, CFP®, CPA, MBA
Schnall Advisory Services
New York NY

Fee-Only Financial Advisor and Investment Manager serving the New York City (NYC) area.

Annie McQuilken, CFP®
Forever Financial Advisors
Fairport NY, Brighton NY, Rochester NY, Pittsford NY, Webster NY, Victor NY, Canandaigua NY

Fee-Only Financial Advisor serving Rochester, NY and the upstate area

Jeffrey Feldman, CFP®, PhD
Rochester Financial Services
Pittsford NY, Rochester NY

Fee-Only Financial Advisor located in Pittsford, NY and serving the Rochester, NY area.

Eric Gabor, CFP®
Eagle Grove Advisors LLC
Jersey City NJ, New York NY, Manhattan NY, Hoboken NJ

Fee-Only Financial Planner with offices in Manhattan, NY and Jersey City, NJ, serving the entire area and clients across the country

Cristina Guglielmetti, CFP®
Future Perfect Planning
Brooklyn NY

Fee-Only Financial Planner located in Brooklyn, NY and serving clients nationwide

Victor Cannillo, Founder
Baron Financial Group
Morristown NJ, Fair Lawn NJ, Sarasota FL, New York NY

Fee-Only Financial Advisor serving clients nationwide with offices in New Jersey, New York, and Florida

Pamela Capalad, CFP®
Brunch & Budget
Brooklyn NY, New York NY

What would you do tomorrow if you knew your money was handled today? Fee-Only Financial Planner, based in Brooklyn, works virtually with clients across the country.

Arthur Flores, CFP®
Flores Wealth Planning
New York NY, Manhattan NY, Bronx NY, Queens NY, Brooklyn NY, Long Island NY

Fee-Only Financial Planner serving the New York, NY area.

Gerard Barrasso, CFP®, CPA/PFS
United Financial Planning Group, LLC
Lake Success NY, Hauppauge NY, New York NY, Long Island NY

Fee Only Financial Planner serving clients throughout New York State and across the country

Meredith Briggs, CFP® - Taconic Advisors, Inc. - Poughkeepsie NY
Christine Haviaris - TTR Wealth Partners, LLC - Pearl River NY
Paul Corr, CFP®, CPA/PFS - Capital Financial Advisors of New York - Clifton Park NY Schenectady NY, Entire Capital District of NY, Clifton Park NY
Scott Welikey - Welikey Financial Planning, LLC - Smithtown NY
Corey Peterson, CFP®, EA - Great Hill Advisory - Port Washington NY
Steven Copeland, CFP® - Safe Harbor Financial Planning - Bronxville NY
Tom Fredrickson - Garrett Investment Advisors - Brooklyn NY
Joseph Raimond - Raimond Financial Planning - Tonawanda NY
Cindy Sterling - Sterling Financial Planning - New York NY
Kay Conheady, CFP®, BA, BS - Apropos Financial Planning - Rush NY, Rochester NY
Joyce Cole, CFP®, BS - J. Cole Financial Advisers, Inc. - Montpelier VT, Gansevoort NY, Philadelphia PA
John Belluardo, ChFC® - Stewardship Financial Services, Inc. - Dobbs Ferry NY
Gary Link - Red Lighthouse Investment Mgmt - New York NY
Vincent Wagner, CFP® - Guide Tower Financial Planning, LLC - Williamsville NY
Zachary McGill - Joel Isaacson & Co., LLC - New York NY
Julie Sciandra - Capital Financial Advisors of New York, LLC - Clifton Park NY
Cindy Golub, CFP®, MBA - G-Squared Advisory LLC - Mamaroneck NY
Charles Simon, CFP® - Taconic Advisors, Inc. - Poughkeepsie NY, Saugerties NY
Joanne Marion, CFP®, CPA, MBA - Marion Financial Advisors - Yorktown Heights NY
Michael Angelucci - Angelucci Wealth Management, LLC - Snyder NY
Kobie Thakar - ADV Investment Management - Harrison NY
Matthew Hague - Guide Wealth Management - New York NY
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA
Kristen Euretig, CFP® - Brooklyn Plans - Brooklyn NY
Brett Fry - Forteris Wealth Management - Purchase NY
David Otto, BA, CFP®, D.Min. - Otto & Associates, Inc. - Norwich VT, Katonah NY
Timothy Clark, MBA - Greystone Wealth Advisors LLC - New York NY, Mount Kisco NY
Geoffrey Wells - Rockbridge Investment Management, LLC - Syracuse NY
Sanglee Wong - Mercury Financial Advisors - Albany NY
Maureen Whelan, CFP®, MBA - Whelan Financial Planning - Peekskill NY, Tarrytown NY, Garden City NY
Michael Terry, CFP® - Merit Financial Partners, LLC - Maspeth NY
Timothy Hayes, MBA - Landmark Financial Advisory Services, LLC - Pittsford NY
Ronald Roge, CFP® - R.W. Roge & Company, Inc. - Bohemia NY
Patrick Rohe - Rockbridge Investment Management, LLC - Syracuse NY
Ronald Plaine - RLP Financial Mgt. - Schenectady NY, Schenectady NY
Ilan Folman-Cohen - Joel Isaacson & Co., LLC - New York NY
Ron Rhoades - ScholarFi Inc. - Alfred NY
Laurie Girsky - G-Squared Advisory LLC - Mamaroneck NY
Joel Isaacson, CFP®, MBA - Joel Isaacson & Co., LLC - New York NY
Tracy Sherwood, CFP® - Ogorek Wealth Management, LLC - Williamsville NY, Buffalo NY
Sophia Bera - Gen Y Planning LLC - New York NY
Robert Paul - Joel Isaacson & Co., LLC - New York NY
Jai Ramsawak - Magis Group, Inc. - Tarrytown NY
David Morgan, CFP®, CPA, CDFA - JMG Financial Group, Ltd. - Oak Brook IL, Chicago IL, Scarsdale NY, Fishkill NY
Robert Hayden - Total Alignment Wealth Advisors, LLC - New York NY
Marc Vorchheimer - Integrated Financial Consulting - Spring Valley NY
James Troyan - Capital Financial Advisors of New York - Clifton Park NY
Anthony DeVito - ADV Investment Management & Financial Planning - Mt. Kisco NY, New York NY, Harrison NY
Lewis Altfest - Altfest Personal Wealth Management - New York NY
Walton Williams, CPA, PFS - Capital Financial Advisors of New York, LLC - Clifton Park NY
Steven Schwartz, CPA, PFS, JD - Wealth Design Services Inc. - Rochester NY
Gregory Fetters - Adirondack Asset Management, LLC - Lake Placid NY
Frederick Deyeso - financial filosophy - New York NY
Anja Luesink - Luesink Financial Planning - New York NY
Annette Clearwaters, CFP® - Clarity Investments + Planning LLC - New York NY
Alan Rothstein - Asset Strategies, Inc. - New York NY, Avon CT
Stanley Altmark - Joel Isaacson & Co., LLC - New York NY
Anthony Ogorek, CFP®, Ed.D. - Ogorek Wealth Management, LLC - Williamsville NY Buffalo NY
Paul Palazzo - Altfest Personal Wealth Management - New York NY
Sam McPherson, CFP® - McPherson Financial Advisors, Inc. - Brooklyn NY
Liz Frazier Peck - Frazier Financial Consultants - Somers NY
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Raj Prashad, CFP®, CLU®, ChFC®, EA - Eagle Tax Planning & Advisory Group. LLC - Baldwin NY, Ozone Park NY
Scott Brewster - Brewster Financial Planning LLC - Brooklyn NY
John Henry Low - Knickerbocker Advisors Inc. - Pine Plains NY, New York NY
Elizabeth Cox, CFP®, CPA, CDFA™ - Merit Financial Partners, LLC - Westport CT, New York NY, Stamford CT, Maspeth NY
Allison Vanaski, CFP® - Arcadia Wealth Management - Smithtown NY
Robert Ince, CFA, CFP® - Tribeca Financial Planning LLC - New York NY
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA

Category: Wealth management

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