TOP 30 Best Fee only financial advisors in New York City, New York

Francis Financial, Inc. is a finance institution located at 39 Broadway, New York, New York, United States. We specialize in helping women navigate financial decisions with confidence, particularly those experiencing divorce or the loss of a loved one. As a Fiduciary, Fee-Only firm, we prioritize our clients' best interests and offer personalized financial planning services. Our financial planning process is simple yet powerful, aiming to help clients achieve their short and long-term goals. From retirement planning to college expenses, taxes, charitable giving, and more, we provide comprehensive guidance every step of the way.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

Boerum Hill Financial Advisors, LLC is a finance institution located at 236 Livingston Street in New York, United States. As a Fee-Only Fiduciary Financial Advisor in Brooklyn, NY, our mission is to help Brooklynites enrich their lives through personalized financial advice. We take the time to truly understand our clients in order to provide them with the best possible financial guidance. Trust Boerum Hill Financial Advisors, LLC to help you achieve your financial goals and secure your future.

Heritage Financial Services LLC is a leading finance institution located at 179 Sully's Trail in Pittsford, New York, United States. With a commitment to providing top-notch financial services, our team of experts offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, or wealth management, Heritage Financial Services LLC is here to assist you every step of the way. Trust us to provide you with the tools and resources needed to secure your financial future.

Armbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency and putting our clients' best interests first, we offer a comprehensive range of services including retirement planning, investment management, tax planning, and estate planning. At Armbruster Capital Management, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

United Financial Planning Group LLC is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York. Our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. Whether you are just starting to think about retirement planning or are getting closer to retirement, we can help you create a solid retirement strategy to protect your assets and ensure financial success. Contact us today to schedule a consultation and start planning for a secure financial future.

Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

Agrillo Financial Group, located at 535 Stewart Avenue in Bethpage, New York, offers personalized financial services founded by Dee Agrillo. Stay informed on factors that could impact your financial well-being with our research and articles. Our investment advisors are available to address any questions you may have about your financial situation. Contact us at (516) 542-0261 or email ted@agrillofinancialgroup.com. Securities are offered through Purshe Kaplan Sterling Investments, a member of FINRA/SIPC, headquartered at 80 State Street in Albany, NY. Please note that Agrillo Financial Group is not affiliated with The Pinnacle Financial Group, and investments through PKS or RIA are not FDIC insured, not bank guaranteed, and may lose value. The Pinnacle Financial Group and Agrillo Financial Group are separate entities. Visit our website for more information and to check the background of our investment professionals on FINRA’s BrokerCheck.

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.

United Financial Planning Group LLC is a finance institution located at 14 Pennsylvania Plaza in New York, New York, United States. Our team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. As a Fee-Only, Fiduciary Firm, we offer impartial advice to help you make informed decisions about your finances. Whether you are just starting to think about retirement planning or fine-tuning your goals as you approach retirement, our team is here to help you create a retirement plan that protects the assets you have worked hard to obtain. Contact us today to start planning for a financially secure future.

American Express Financial Advisors is a renowned finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. With a strong reputation for providing top-notch financial services and expert advice, American Express Financial Advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the knowledgeable team at American Express Financial Advisors is here to assist you every step of the way. Trust in their expertise and experience to secure a brighter financial future for yourself and your loved ones.

Continuum Wealth Advisors, located at 18 Division Street in Saratoga Springs, New York, is a finance institution dedicated to helping you feel comfortable with your money. We pride ourselves on clear communication in plain English, taking care of the heavy lifting behind the scenes so you can focus on what matters to you. Our team provides a comprehensive view of your finances, utilizing both fundamental and technical analysis to ensure your money is working hard for you. From determining the right amount of coverage for you and your family to maximizing your compensation beyond just salary, we are here to guide you every step of the way. As a Registered Investment Advisor, we are committed to providing personalized financial planning and investment advisory services to clients in the state of New York. Contact us today to start your journey towards financial security and peace of mind.

S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Sherwood Financial Management is a fee-only financial planning and wealth management firm located at 8463 Sheridan Drive in Williamsville, New York. Our goal is to help you live your best life today while planning responsibly for tomorrow. As a professional and small business owner, our founder Tracy Sherwood understands the demands on your time and the challenges of managing both business and personal finances. We offer services to help you navigate unexpected changes, minimize taxes, and invest wisely. With a focus on building relationships and trust, we work with clients to achieve financial clarity, make informed decisions, and reach their personal goals. Our team of certified financial planners adheres to the highest standards of competence, ethical behavior, and professionalism. Contact us at (716) 302-4265 or email tracy@sherwoodfinancialmanagement.com to schedule an appointment and start planning for your financial future.

Warwick Valley Financial Advisors is a reputable finance institution located at 28 Railroad Avenue in Warwick, New York, United States. As a comprehensive, fee-only financial services firm, we specialize in wealth management for individuals and their families. With over three decades of experience, our team of experienced professionals is dedicated to helping you simplify the complexities of managing your wealth, allowing you to focus on your business, personal endeavors, and family. At Warwick Valley Financial Advisors, we offer two primary services: Financial Planning and Investment Management. Our goal is to help you achieve your financial goals for the future by providing sophisticated research, up-to-date tools, and objective guidance. We believe that educated clients make the best decisions, which is why we strive to empower our clients with the knowledge they need to make informed choices.

Securities & Investment Advisors is a finance institution located at 186 Canal Street in Canastota, New York, United States. We are dedicated to helping people live out their dreams by providing them with the feeling of security and comfort in their financial future. With honesty and integrity, we work with our clients to create a plan for their financial goals and life aspirations. Our team offers continued guidance and management, adapting to life's changes and challenges while still working towards achieving those goals. We are committed to helping everyday professionals secure their financial future in retirement, ensuring a fulfilling quality of life throughout their journey.

Clear Point Advisors Inc. is a finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. In today's uncertain economy, choosing the right investment advisor can be a daunting task. Clear Point Advisors understands this, which is why they offer a fee-only investment program called Global Plus. This program aims to help investors reduce risk while working towards their long-term financial goals by utilizing a mix of no-load mutual funds, exchange traded funds, and individual securities. As Registered Investment Advisors, Clear Point Advisors are committed to putting their clients' interests first. They offer complimentary consultations to explore how their program can benefit each individual's financial situation. Through their partnership with Regus Office Solutions, Clear Point Advisors also offers additional meeting locations for client convenience.

Merrill Lynch Financial Advisor Daniel T Mahoney, located at 2 Crosfield Avenue, West Nyack, New York, United States, offers personalized financial advice and guidance through the Mahoney Clancy Group. The team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. They prioritize your goals and aspirations, creating a personalized financial strategy to help you manage, grow, and preserve your wealth. The team is committed to staying informed about your changing life and goals, ensuring that your financial approach reflects your evolving needs. With access to investment insights and comprehensive financial solutions, they aim to help you achieve your financial goals and live your best financial life. The team has received recognition for exemplary client service, setting the standard for wealth management. Let Merrill Lynch Financial Advisor Daniel T Mahoney help you navigate the complexities of your financial life and guide you towards financial success.

Peter Barone, a financial advisor at Ameriprise Financial Services, LLC, located at 401 Franklin Avenue in Garden City, New York, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and updates as life changes, Peter helps you track your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how Peter can help you achieve a more confident financial future. As a member of FINRA and SIPC, Peter Barone can conduct securities business with residents of states in which he is properly registered. Ameriprise Financial Services, LLC provides investment advisory products and services, with a focus on helping clients reach their financial goals. Take the next step towards financial security by contacting Peter Barone for a consultation today.

Forum Financial Management, LP is a finance institution located at 132 Mohawk Street in Cohoes, New York. With a reputation for excellence in financial management, Forum Financial Management, LP offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Forum Financial Management, LP is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to your financial success, Forum Financial Management, LP is the premier choice for all your financial needs in the United States.

Mark Martiak Financial Advisor is a reputable institution located at 590 Madison Avenue in New York, New York. As an Accredited Investment Fiduciary®, Mark Martiak offers expert financial advice and services to help clients navigate the complexities of investing and financial planning. With a focus on finance, health, and insurance, Mark Martiak Financial Advisor is dedicated to providing personalized and comprehensive solutions to help clients achieve their financial goals. Trust in Mark Martiak Financial Advisor for expert guidance and support in managing your investments and securing your financial future.

Merrill Lynch Financial Advisor Cynthia G Wolff, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management and investment strategies tailored to each client's needs, values, and goals. The Wolff Group prioritizes client interests and operates across generations to help high-net-worth investors make informed decisions about their wealth allocation. Backed by Merrill's advanced technologies and research, the team collaborates with outside advisors to adjust plans as needed. The institution serves as a one-stop-shop for managing various aspects of wealth, including asset preservation, business banking, family planning, executive compensation, insurance, lending, philanthropy, and retirement planning. With a fee schedule designed to be transparent and competitive, clients receive full-time support from a team of experienced advisors and specialists. The institution believes in achieving financial success by helping clients make informed decisions that align with their personal goals. Supported by Merrill's global resources, the team is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Dmitriy Berman is a top-rated financial institution located in the heart of New York City. Specializing in finance, our team of experts led by Dmitriy Berman offers personalized financial advice and services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, we are dedicated to providing our clients with the highest level of service and expertise. Visit us at 114 West 47th Street, New York, New York, United States, to learn how we can help you secure your financial future.

Cetera Financial Specialists is a leading finance institution located at 55 Caryl Avenue in Yonkers, New York, United States. Our team of financial experts are dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. With a commitment to excellence and a focus on customer service, Cetera Financial Specialists is your trusted partner in financial success.

FatTail Financial Advisory Group Inc. is a leading finance institution located at 1133 Park Place in New York, United States. With a team of experienced financial advisors, we offer a wide range of services to help our clients achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions tailored to each individual's needs. Trust FatTail Financial Advisory Group Inc. to guide you towards a secure financial future.

Raymond James Financial Services is a finance institution located at 1 Hatfield Lane in Goshen, New York, United States. They offer a wide range of financial services, including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services can provide personalized solutions to meet your needs. Visit them today to learn more about how they can help you reach your financial goals.

Richard J. Ernst, Financial Advisor at Eagle Strategies LLC, is a trusted institution located at 58 Maybrook Road in Campbell Hall, New York. Specializing in finance, Richard J. Ernst provides expert advice and guidance to help clients achieve their financial goals. With a commitment to personalized service and a wealth of experience in the industry, Richard J. Ernst is dedicated to helping clients navigate the complexities of financial planning and investment management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Richard J. Ernst, Financial Advisor at Eagle Strategies LLC, is here to help you every step of the way.

Merrill Lynch Financial Advisor Brian Rabasca, located at 114 West 47th Street in New York, New York, is part of a network of over 15,000 Merrill Lynch Financial Advisors across the United States. Specializing in finance, the institution offers a wide range of services including brokerage, investment advisory, financial planning, insurance, and annuity products. With a focus on helping clients achieve their financial goals, Merrill Lynch advisors do not provide legal, tax, or accounting advice but encourage clients to consult with their own advisors before making financial decisions. The institution is a registered broker-dealer and investment adviser, offering services such as asset allocation, diversification, and rebalancing to help clients navigate the complexities of investing. With a commitment to providing personalized financial solutions, Merrill Lynch strives to help clients secure their financial futures.

Jason Larner - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1211 6th Avenue in New York, New York, United States. Specializing in providing expert financial advice and wealth management services, Jason Larner is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Jason Larner - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.