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Cfp services in New York City, New York

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5 66
#1

Curtis Pope, CFP | Certified Financial Planner | Financial Advisor

● Closed
450 Lexington Ave 4th fl, New York, NY 10017, United States
646-640-6337
financialadvisor.nyc

Curtis Pope, CFP is a renowned Certified Financial Planner and Financial Advisor located in the heart of New York City.

Photo of Curtis Pope, CFP | Certified Financial Planner | Financial Advisor - 450 Lexington Avenue, Manhattan, New York 10017 Photo of Curtis Pope, CFP | Certified Financial Planner | Financial Advisor - 450 Lexington Avenue, Manhattan, New York 10017 Photo of Curtis Pope, CFP | Certified Financial Planner | Financial Advisor - 450 Lexington Avenue, Manhattan, New York 10017
Financial Service
Details
5 57
#2

Upside Tax and Financial - Andrew Donoghue CPA CFP

● Closed
2 Gold St, New York, NY 10038, United States
917-923-4178
upsidetax.com

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.

Photo of Upside Tax and Financial - Andrew Donoghue CPA CFP - 2 Gold Street, Manhattan, New York 10038 Photo of Upside Tax and Financial - Andrew Donoghue CPA CFP - 2 Gold Street, Manhattan, New York 10038 Photo of Upside Tax and Financial - Andrew Donoghue CPA CFP - 2 Gold Street, Manhattan, New York 10038
Accounting Service Financial Service
Details
5 53
#3

Spear CPA CFP

● Closed
1180 6th Ave 8th Floor, New York, NY 10036, United States
212-206-7336
spearcpa.com

Spear CPA CFP is a reputable accounting and finance institution located at 1180 6th Avenue in New York City, New York.

Photo of Spear CPA CFP - 1180 6th Avenue, Manhattan, New York 10036 Photo of Spear CPA CFP - 1180 6th Avenue, Manhattan, New York 10036 Photo of Spear CPA CFP - 1180 6th Avenue, Manhattan, New York 10036
Accounting Service Financial Service
Details
5 83
#4

Steven Silber, CFP , CLTC

● Closed
46-08 Francis Lewis Blvd, Bayside, NY 11361, United States
718-224-6128
silberfinancial.com

Steven Silber, CFP, CLTC is a reputable finance and insurance agency located at 46-08 Francis Lewis Boulevard in New York, United States.

Photo of Steven Silber, CFP , CLTC - 46-08 Francis Lewis Boulevard, Queens, NY 11361
Financial Service Insurance Agency
Details
5 53
#5

Neil G Carousso, CPA, CFP

● Closed
3601 208th St, Bayside, NY 11361, United States
718-423-1100
ngcfinancial.com

Neil G Carousso, CPA, CFP is a reputable accounting and finance institution located at 3601 208th Street in New York, United States.

Photo of Neil G Carousso, CPA, CFP - 3601 208th Street, Queens, NY 11361 Photo of Neil G Carousso, CPA, CFP - 3601 208th Street, Queens, NY 11361 Photo of Neil G Carousso, CPA, CFP - 3601 208th Street, Queens, NY 11361
Accounting Service Financial Service
Details
5 28
#6

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor

● Closed
400 Broadhollow Rd, Melville, NY 11747, United States
631-592-2053
kristopherweinisch.nm.com

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States.

Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747 Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747 Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747
Financial Service
Details
5 40
#7

Tony Gomez CFP Northwestern Mutual

● Closed
400 Broadhollow Rd # 200, Melville, NY 11747, United States
631-513-9689
amgwealthmgmt.com

Tony Gomez CFP Northwestern Mutual is a finance institution located at 400 Broadhollow Road in Melville, New York.

Photo of Tony Gomez CFP Northwestern Mutual - 400 Broadhollow Road, Melville, NY 11747 Photo of Tony Gomez CFP Northwestern Mutual - 400 Broadhollow Road, Melville, NY 11747
Financial Service
Details
5 7
#8

Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY

● Closed
500 Mamaroneck Ave # 320, Harrison, NY 10528, United States
914-222-0832
trueabundanceadvisors.com

Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY.

Photo of Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY - 500 Mamaroneck Avenue, Harrison, NY 10528 Photo of Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY - 500 Mamaroneck Avenue, Harrison, NY 10528
Financial Service
Details
5 2
#9

Edward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS™

● Closed
71 Smith Ave, Mt Kisco, NY 10549, United States
914-242-0517
edwardjones.com

Edward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS™ is a reputable financial institution located at 71 Smith Avenue in Mount Kisco, New York.

Photo of Edward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS™ - 71 Smith Avenue, Mount Kisco, NY 10549
Financial Service
Details
5 3
#10

Edward Jones - Financial Advisor: Benjamin Harrison, CFP®|AAMS™

● Open
26 S Greeley Ave, Chappaqua, NY 10514, United States
914-238-3137
edwardjones.com

Edward Jones - Financial Advisor: Benjamin Harrison, CFP®|AAMS™ is a reputable finance institution located at 26 South Greeley Avenue in Chappaqua, New York, United States.

Photo of Edward Jones - Financial Advisor: Benjamin Harrison, CFP®|AAMS™ - 26 South Greeley Avenue, Chappaqua, NY 10514 Photo of Edward Jones - Financial Advisor: Benjamin Harrison, CFP®|AAMS™ - 26 South Greeley Avenue, Chappaqua, NY 10514
Financial Service
Details
5 2
#11

Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA®

● Closed
160 N State Rd #102, Briarcliff Manor, NY 10510, United States
914-488-0360
edwardjones.com

Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA® is a reputable financial institution located at 160 North State Road in Briarcliff Manor, New York, United States.

Photo of Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA® - 160 North State Road, Briarcliff Manor, NY 10510
Financial Service
Details
5 1
#12

Edward Jones - Financial Advisor: Michael R Sceiford, CFP®

● Closed
640 Belle Terre Rd Bldg B, Port Jefferson, NY 11777, United States
631-928-2034
edwardjones.com

Edward Jones - Financial Advisor: Michael R Sceiford, CFP® is a trusted financial institution located at 640 Belle Terre Road in Port Jefferson, New York.

Photo of Edward Jones - Financial Advisor: Michael R Sceiford, CFP® - 640 Belle Terre Road, Port Jefferson, NY 11777
Financial Service
Details
5 9
#13

CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial

● Open
1772 E Jericho Turnpike #1a, Huntington, NY 11743, United States
516-717-1884
letsmakeaplan.org

The CERTIFIED FINANCIAL PLANNER™ at Prudential Financial, Nicholas T. Pititto, CFP®, located at 1772 East Jericho Turnpike in Huntington, New York, offers expert retirement planning services. As a trusted professional in the finance industry, Nicholas T.

Photo of CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial - 1772 East Jericho Turnpike, Huntington, NY 11743 Photo of CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial - 1772 East Jericho Turnpike, Huntington, NY 11743 Photo of CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial - 1772 East Jericho Turnpike, Huntington, NY 11743
Financial Service Government Office Real Estate Agent
Details
5 10
#14

Edward Jones - Financial Advisor: Brandon J Bogardus, CFP®

● Closed
21 Corporate Dr Suite 108, Clifton Park, NY 12065, United States
518-371-6851
edwardjones.com

Edward Jones - Financial Advisor: Brandon J Bogardus, CFP® is a reputable finance institution located at 21 Corporate Drive in Clifton Park, New York, United States.

Photo of Edward Jones - Financial Advisor: Brandon J Bogardus, CFP® - 21 Corporate Drive, Clifton Park, NY 12065
Financial Service
Details
5 2
#15

Ian Mann CFP®, MBA, EA - Sit Back Tax

● Closed
125 Wolf Rd Suite 501, Albany, NY 12205, United States
518-652-1710
sitbacktax.com

Ian Mann CFP®, MBA, EA - Sit Back Tax is an accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. Unlike many tax preparers today, Ian values in-person meetings as the best way to serve clients.

Photo of Ian Mann CFP®, MBA, EA - Sit Back Tax - 125 Wolf Road, Albany, NY 12205 Photo of Ian Mann CFP®, MBA, EA - Sit Back Tax - 125 Wolf Road, Albany, NY 12205 Photo of Ian Mann CFP®, MBA, EA - Sit Back Tax - 125 Wolf Road, Albany, NY 12205
Accounting Service Financial Service
Details
5 1
#16

Edward Jones - Financial Advisor: Breanna L Lundy, CFP®|CEPA®

● Closed
2 Church St, Greenwich, NY 12834, United States
518-692-2649
edwardjones.com

Edward Jones - Financial Advisor: Breanna L Lundy, CFP®|CEPA® is a trusted financial institution located at 2 Church Street in Greenwich, New York, United States.

Photo of Edward Jones - Financial Advisor: Breanna L Lundy, CFP®|CEPA® - 2 Church Street, Greenwich, NY 12834
Financial Service
Details
5 4
#17

Edward Jones - Financial Advisor: Ulana M Emerson, CFP®

● Closed
139 Pike St, Port Jervis, NY 12771, United States
845-858-6225
edwardjones.com

Edward Jones - Financial Advisor: Ulana M Emerson, CFP® is a reputable financial institution located at 139 Pike Street in Port Jervis, New York, United States.

Photo of Edward Jones - Financial Advisor: Ulana M Emerson, CFP® - 139 Pike Street, Port Jervis, NY 12771 Photo of Edward Jones - Financial Advisor: Ulana M Emerson, CFP® - 139 Pike Street, Port Jervis, NY 12771
Financial Service
Details
5 18
#18

Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner

● Closed
350 E 76th St, New York, NY 10021, United States
631-729-0988
mefg.nyc

Kristen S. Han, CPA, CFP at Millennial Estates Financial Group, LLC is a comprehensive financial institution located in New York City.

Photo of Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner - 350 East 76th Street, Manhattan, New York 10021 Photo of Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner - 350 East 76th Street, Manhattan, New York 10021 Photo of Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner - 350 East 76th Street, Manhattan, New York 10021
Accounting Service Financial Service Insurance Agency Medical Services
Details
5 1
#19

Edward Jones - Financial Advisor: Ryan O'Leary, CFP®

● Closed
42 High St S-201, Warwick, NY 10990, United States
845-987-7220
edwardjones.com

Edward Jones - Financial Advisor, Ryan O'Leary, CFP®, is a trusted institution located at 42 High Street in Warwick, New York.

Photo of Edward Jones - Financial Advisor: Ryan O'Leary, CFP® - 42 High Street, Warwick, NY 10990
Financial Service
Details
5 6
#20

Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®

● Closed
284 Main St, Beacon, NY 12508, United States
845-831-0507
edwardjones.com

Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® is a reputable finance institution located at 284 Main Street in Beacon, New York, United States.

Photo of Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® - 284 Main Street, Beacon, NY 12508
Financial Service
Details
5 1
#21

paul l. delisio chfc/cfp/msfs

● Open
106 Main St, Kingston, NY 12401, United States
845-339-4600

The Paul L. Delisio CHFC/CFP/MSFS institution is a finance firm located at 106 Main Street in Kingston, New York, United States.

Financial Service
Details
5 1
#22

Joseph A Gunther, CFP

● Open
203 W Dominick St, Rome, NY 13440, United States
315-336-3070

Joseph A Gunther, CFP is a finance institution located at 203 West Dominick Street in Rome, New York, United States.

Financial Service
Details
5 14
#23

Michael Frederick Marchio, CFP , ChFC - Northwestern Mutual

● Closed
19 Campion Rd, New Hartford, NY 13413, United States
315-624-7702

Michael Frederick Marchio, CFP, ChFC - Northwestern Mutual is a finance institution located at 19 Campion Road in New Hartford, New York, United States.

Photo of Michael Frederick Marchio, CFP , ChFC - Northwestern Mutual - 19 Campion Road, New Hartford, NY 13413 Photo of Michael Frederick Marchio, CFP , ChFC - Northwestern Mutual - 19 Campion Road, New Hartford, NY 13413 Photo of Michael Frederick Marchio, CFP , ChFC - Northwestern Mutual - 19 Campion Road, New Hartford, NY 13413
Financial Service
Details
5 18
#24

Kenneth M. Weinstein, CPA, CFP

● Closed
1450 Niagara Falls Blvd, Tonawanda, NY 14150, United States
716-837-2525
kennethweinstein.com

Kenneth M. Weinstein, CPA, CFP is a reputable accounting and finance institution located at 1450 Niagara Falls Boulevard in Tonawanda, New York, United States.

Accounting Service Financial Service
Details
5 2
#25

Paul J. Nagel, CPA, CFP

● Open
13 Deasy Ln, Glen Cove, NY 11542, United States
516-759-2930

Paul J. Nagel, CPA, CFP is a reputable accounting and finance institution located at 13 Deasy Lane in Glen Cove, New York, United States. With years of experience in the industry, they offer top-notch financial services to individuals and businesses alike.

Accounting Service Financial Service
Details
5 5
#26

Louis A. Soriano CFP, EA - Navigator Financial

● Closed
222 E Main St # 206, Smithtown, NY 11787, United States
631-236-5842
navigatorfinancialinc.com

Louis A. Soriano CFP, EA - Navigator Financial is a trusted finance institution located at 222 East Main Street in Smithtown, New York.

Photo of Louis A. Soriano CFP, EA - Navigator Financial - 222 East Main Street, Smithtown, NY 11787 Photo of Louis A. Soriano CFP, EA - Navigator Financial - 222 East Main Street, Smithtown, NY 11787 Photo of Louis A. Soriano CFP, EA - Navigator Financial - 222 East Main Street, Smithtown, NY 11787
Financial Service
Details
5 3
#27

John P Spinelli, CPA, CFP, P.C.

● Closed
100 Merrick Rd #514, Rockville Centre, NY 11570, United States
516-763-1166

John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York.

Accounting Service Financial Service
Details
5 1
#28

Wen Ma, CFP

● Closed
423 New Karner Rd Suite 2, Albany, NY 12205, United States
518-729-8650

Wen Ma, CFP is a finance institution located at 423 New Karner Road in Albany, New York, United States.

Photo of Wen Ma, CFP - 423 New Karner Road, Albany, NY 12205 Photo of Wen Ma, CFP - 423 New Karner Road, Albany, NY 12205 Photo of Wen Ma, CFP - 423 New Karner Road, Albany, NY 12205
Financial Service
Details
5 1
#29

Edward Jones - Financial Advisor: Dave Chalifoux, CFP®|AAMS™

● Closed
451 S Main St, North Syracuse, NY 13212, United States
315-452-5549
edwardjones.com

Edward Jones - Financial Advisor: Dave Chalifoux, CFP®|AAMS™ is a reputable financial institution located at 451 South Main Street in North Syracuse, New York, United States.

Photo of Edward Jones - Financial Advisor: Dave Chalifoux, CFP®|AAMS™ - 451 South Main Street, North Syracuse, NY 13212
Financial Service
Details
5 1
#30

James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
7672 Oswego Rd, Liverpool, NY 13090, United States
315-546-0023
ameripriseadvisors.com

James Frash is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States.

Photo of James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC - 7672 Oswego Road, Liverpool, NY 13090 Photo of James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC - 7672 Oswego Road, Liverpool, NY 13090
Financial Service
Details
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