TOP 10 Cfp advisor in New York, New York

Jean Kim Sears is a financial advisor at Ameriprise Financial Services, LLC located at 90 North Broadway in Irvington, New York, United States. Jean Kim Sears holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jean Kim Sears' expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical standards and continuing education, Jean Kim Sears is dedicated to providing comprehensive and personalized financial advice to clients.

Chris McIlraith is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street in New York, New York, United States. Chris holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Chris is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment opportunities, insurance products, or tax planning, Chris has the knowledge and expertise to help you achieve your financial goals. Contact Chris McIlraith at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your specific needs and objectives.

Marc Rienas is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Marc Rienas holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Marc Rienas' expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Marc Rienas is dedicated to providing comprehensive financial advice and support to clients, including veterans and military personnel. Contact Marc Rienas at Ameriprise Financial Services, LLC for expert financial guidance tailored to your individual needs.

Edward Jones - Financial Advisor: Vincent C Renda, CFP®|AAMS™ is a reputable financial institution located at 47-01 Queens Boulevard in New York, United States. Specializing in financial planning and investment management, Vincent C Renda, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services and guidance to individuals and families in the New York area.

Bobby Bakshi is a Financial Advisor at Ameriprise Financial Services, LLC located at 122 East 42nd Street in New York, United States. Bobby holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bobby's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Bobby Bakshi is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Douglas Messina - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 East 40th Street, New York, New York, United States, offers a range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, clients can trust in the expertise and commitment to excellence provided by the institution. The team at Douglas Messina - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to helping clients make informed decisions about their financial future, whether it be retirement planning, investment strategies, estate planning, or insurance products. With a focus on ethical practices and ongoing education, clients can feel confident in the advice and guidance they receive from this reputable institution.

Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States, offers a wide range of financial services and expertise. Ralph Fatigate holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement, Ralph Fatigate is committed to upholding a high standard of ethics and professionalism in the financial industry. Whether you need help with asset management, estate planning, investment strategies, retirement planning, or insurance products, Ralph Fatigate is equipped to assist you in achieving your financial goals. Contact Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, for expert guidance and personalized financial planning services.

Vicki W Li is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. Vicki W Li holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Vicki W Li is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, investment strategies, estate planning, retirement planning, and risk management. As a Certified Military Financial Advisor®, Vicki W Li is also trained to serve veterans and active duty military personnel. With a commitment to ethics and ongoing education, Vicki W Li is well-equipped to help clients make informed financial decisions and achieve their financial goals.

James Tipper Sears is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 North Broadway, Irvington, New York, United States. James Tipper Sears holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, James Tipper Sears is dedicated to providing comprehensive financial services to individuals and small business owners.

Thomas Nicolosi, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Teleport Drive, New York, United States. Thomas Nicolosi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas Nicolosi's expertise and commitment to providing comprehensive financial planning services to individuals and small business owners. Contact Thomas Nicolosi today for expert advice on asset management, retirement planning, estate planning, and more.

Upside Tax and Financial, led by Andrew Donoghue CPA CFP, is a full-service Tax, Accounting, and Consulting firm located in the Financial District of New York City. With a remote setup to serve clients nationwide, they offer controller, CFO, and family office services that you can trust. Specializing in complex organizations and high-net-worth families, Andrew and his team provide a seamless process that ensures the most valuable professional experience with a personal touch. Clients praise Upside Tax for their comprehensive approach, transparency, knowledge, and tech-savvy solutions. Whether you need help with business setup, bookkeeping, tax returns, or investment advice, Upside Tax is the perfect mix of experience and personal touch to meet your financial needs. Contact them today to start the conversation about your tax situation and see how they can help you achieve your financial goals.

Susan Lee, EA, CFP is a reputable accounting and finance institution located at 2 Charlton Street in New York, New York, United States. With a team of experienced Enrolled Agents (EA) and Certified Financial Planners (CFP), they provide expert financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Susan Lee, EA, CFP is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances.

Spear CPA CFP is a reputable accounting and finance institution located at 1180 6th Avenue in New York City, New York. Our team of certified public accountants and certified financial planners provide expert financial services to individuals and businesses in the area. With a focus on professionalism and integrity, we offer a wide range of services including tax preparation, financial planning, and consulting. Trust Spear CPA CFP for all your accounting and finance needs in the heart of New York City.

Kevin Wenke CFP is a financial planner and investment advisor located at 237 Delaware Avenue in Olean, New York. If you find yourself wishing for more financial flexibility or are unsure about your current financial situation, Kevin Wenke can help guide you towards success. With over 20 years of experience, Kevin offers powerful investment strategies that prioritize your financial goals and provide consistent returns. By leveraging innovative financial strategies, Kevin aims to help you achieve financial freedom and build wealth in a way that traditional investing may not offer. Through his Financial Freedom Process™, Kevin integrates all aspects of your financial life to create a coordinated and efficient plan. Trust Kevin Wenke to provide you with the guidance and expertise needed to navigate the complex world of finance and investments.

The Paul L. Delisio CHFC/CFP/MSFS institution is a finance firm located at 106 Main Street in Kingston, New York, United States. Specializing in Certified Financial Planning, Chartered Financial Consultant, and Master of Science in Financial Services, this institution offers expert financial advice and services to individuals and businesses. With a focus on comprehensive financial planning and wealth management, clients can trust in the expertise and professionalism of the team at Paul L. Delisio CHFC/CFP/MSFS to help them achieve their financial goals.

Steven Silber, CFP, CLTC is a reputable finance and insurance agency located at 46-08 Francis Lewis Boulevard in New York, United States. With a team of experienced professionals, they specialize in providing comprehensive financial planning and long-term care insurance services to help clients achieve their financial goals and protect their assets. Whether you are looking to invest for the future or secure your financial well-being, Steven Silber, CFP, CLTC is dedicated to providing personalized solutions tailored to your individual needs. Visit their office today to start planning for a secure financial future.

George R Allen, CLU, ChFC, CFP is a renowned financial institution located at 218 West 8th Street in Oswego, New York, United States. Specializing in a range of financial services, including estate planning, retirement planning, and investment management, the institution is led by experienced professionals with designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP). With a commitment to providing personalized and comprehensive financial solutions, George R Allen, CLU, ChFC, CFP is dedicated to helping clients achieve their financial goals and secure their financial future.

Paul Coir is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Paul Coir holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Paul Coir's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a financial advisor, Paul Coir is committed to helping individuals make informed financial decisions and achieve their financial goals.

Joseph A Gunther, CFP is a finance institution located at 203 West Dominick Street in Rome, New York, United States. As a Certified Financial Planner, Joseph A Gunther provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to professionalism and integrity, clients can trust Joseph A Gunther to provide personalized financial planning and investment strategies tailored to their specific needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joseph A Gunther, CFP is dedicated to helping you secure your financial future.

Stephen Golembiowski, CFP®, CLU®, ChFC®, RICP® is a reputable financial institution located at 96 Britt Place in Barneveld, New York, United States. Specializing in financial planning, estate planning, retirement income strategies, and risk management, Stephen Golembiowski offers a comprehensive range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, clients can trust in the expertise and integrity of Stephen Golembiowski, CFP®, CLU®, ChFC®, RICP® for their financial needs.

Michael Frederick Marchio, CFP, ChFC - Northwestern Mutual is a finance institution located at 19 Campion Road in New Hartford, New York, United States. As a Certified Financial Planner and Chartered Financial Consultant, Michael Frederick Marchio offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized solutions and long-term financial success, this institution provides a range of services including investment planning, retirement planning, risk management, and estate planning. Trust in Michael Frederick Marchio, CFP, ChFC - Northwestern Mutual for comprehensive and professional financial guidance.

Merrill Lynch Financial Advisor Jennifer R Runfola is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. Senior Vice President, Wealth Management Advisor Anthony (Tony) Miranda, CFP®, CRPC™, CPFA, leads the team with his expertise in individual wealth management and retirement planning. At Merrill Lynch, the financial advisors focus on building strong client relationships based on trust and personalized service. The team uses a disciplined planning process to understand each client's unique concerns and goals, such as retirement planning, education funding, and wealth transfer. By getting to know each client, their priorities, and goals, the team can help address financial challenges and opportunities.

Kenneth M. Weinstein, CPA, CFP is a reputable accounting and finance institution located at 1450 Niagara Falls Boulevard in Tonawanda, New York, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Clients can trust in their expertise and personalized approach to help them achieve their financial goals.

Paul D. Voytovich, CPA, CFP is a reputable accounting and finance institution located at 3778 North Buffalo Street in Orchard Park, New York, United States. With expertise in both tax preparation and financial planning, they provide a wide range of services to individuals and businesses alike. The team at Paul D. Voytovich is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with tax filing, retirement planning, or investment strategies, their experienced professionals are here to help. Trust Paul D. Voytovich, CPA, CFP for all your accounting and finance needs.

David A. Younis, CFP is a renowned finance institution located at 150 State Street in Rochester, New York, United States. Specializing in financial planning and wealth management, David A. Younis, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner at the helm, clients can trust in the institution's expertise and dedication to providing top-notch financial services. Whether you are planning for retirement, investing for the future, or seeking guidance on tax planning, David A. Younis, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Sandra L. Kobel, CFP, CLU, ChFC is a reputable finance and insurance agency located at 625 Panorama Trail in Rochester, New York. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in insurance and investment strategies, Sandra L. Kobel, CFP, CLU, ChFC is dedicated to providing personalized solutions to meet the unique needs of each client. Contact them today to start securing your financial future.

James Merkley, CFP - UBS Financial Services Inc. is a reputable financial institution located at 400 Linden Oaks in Rochester, New York. As a Certified Financial Planner, James Merkley and his team at UBS Financial Services provide expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and wealth management, clients can trust in the expertise and experience of James Merkley and his team to help navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or protect your assets, James Merkley, CFP - UBS Financial Services Inc. is dedicated to providing top-notch financial solutions tailored to your specific needs.

Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.

Merrill Lynch Financial Advisor Michael M. Mattes, located at 2649 South Road in Poughkeepsie, New York, is a trusted institution specializing in finance. As a Wealth Management Advisor and Senior Vice President with over a decade of experience, Michael focuses on creating personalized wealth management strategies tailored to individual needs. Through Merrill Personal Wealth Analysis™, Michael helps clients build and document personalized plans centered on their goals and aspirations. By prioritizing conversations with clients, Michael aims to understand their unique financial goals and priorities, whether it's planning for future generations, pursuing passions, or managing wealth for long-term growth. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to develop customized approaches designed to address their financial needs.

Merrill Lynch Financial Advisor Dennis W. Singh is located at 805 Northern Boulevard, Great Neck, New York, United States. Dennis has extensive experience in the financial services industry, working in various capacities in Australia, Switzerland, and the United States since 1998. He offers solutions tailored to his clients' risk tolerances, time horizons, and overall investment goals, covering areas such as credit and lending, investment planning, retirement planning, and income replacement strategies. Dennis is dedicated to helping individuals, families, businesses, and organizations achieve their financial goals. He is skilled in working with professional organizations to enhance their membership value and helps business clients create passive income streams through revenue sharing programs. Dennis holds FINRA registrations and is a member of the Market Technicians Association and the Chicago Board of Options Exchange.